A health pipeline you didn’t have to build
The stages are already defined, and the follow-up hanging off each one already runs — so where a lead sits, and what happens to them next, stops living in your head.
Built for the health side of your book
The follow-up runs itself. You just show up and sell.
Bundle Village answers a new health lead in seconds, holds the conversation, and books the appointment against your real calendar — then keeps the relationship warm long after the policy is placed.
Cancel anytime
Built before you log in
Onboarding course + setup call
Speed to lead
What happens while you’re at dinner.
6:41 PM
The lead comes in
A form submission from your ad, your site, or a referral link.
6:41 PM
The first text goes out
Automatically, in the same minute — while they still remember filling it out.
6:44 PM
They reply
The conversation keeps going without you. Questions answered, situation qualified.
6:52 PM
The appointment is booked
Against your real availability, so there’s nothing to reconcile later.
Next morning
You open the CRM
A confirmed call is already on your calendar, with the whole thread attached to the record.
What’s inside
Already built before you log in.
Most CRMs hand you an empty database and a tutorial. This one arrives with the pipeline, the campaigns and the automations already in place — set up for how health insurance actually gets sold.
An AI setter that finishes the conversation
It texts the lead the second they come in, answers the obvious questions, and puts a confirmed appointment on your calendar. You pick it up at the point where it’s worth your time.
One inbox
Texts, calls and emails in one thread, in the order they actually happened.
Contact records
Every lead, client and referral tagged by product, stage, source and renewal date.
Retention & referrals
Post-sale check-ins, renewal reminders and a referral ask that goes out without you.
Campaigns, pre-written
Grouped, ready to run, and yours to edit. Nothing to write from a blank page.
Reporting
Which lead source is earning its money, and which stage is quietly costing you.
Support built in
Open a ticket from inside the system, on the record, without leaving your workspace.
How it works
What runs without you.
Appointment booking
Nobody waits for you to finish dinner.
Health leads shop around, and they submit forms at 6:41 on a weeknight — while you’re eating, driving, or on another call. Bundle Village answers in that minute instead of the next morning, so the conversation starts while they’re still thinking about it.
- A text goes out the moment the form is submitted
- The AI holds the back-and-forth and books against your real availability
- Reminders go out on their own, so fewer appointments no-show
Conversations
One record. Every conversation you’ve ever had.
Text, call and email threads sit on the same contact record, in order. Nothing falls between channels, and nobody gets called twice because the last conversation happened somewhere you weren’t looking.
- Every call, text, email and note on one timeline
- Saved replies for the questions you answer every single day
- A missed call texts back on its own, so it doesn’t become a lost lead
Retention & referrals
The sale isn’t the end of the relationship.
Renewals and referrals leak out in the quiet months, when nobody has a reason to call. Bundle Village keeps the relationship on a schedule — check-ins, coverage reviews, the renewal window — so staying in touch isn’t something you have to remember to do.
- A sequence that keeps running for as long as the policy does
- The renewal prompt arrives with time left to do something about it
- A referral ask timed to the moment the client is happiest
Why this exists
Built around how health agents actually sell.
Generic sales software assumes a deal that closes once and never comes back. Health insurance isn’t. There’s an enrollment window, a renewal, a plan that changes under the client, and a family that grows.
Bundle Village is shaped around that reality — which is why the pipeline, the campaigns and the retention sequences are already written when you open it, instead of waiting for you to build them on a Sunday.
Getting started
Week one, and what actually happens in it.
Here’s exactly what happens between signing up and running your first automated follow-up.
The workspace is created
Your workspace is created with the health pipeline, the campaign libraries and the automations already loaded. Nothing to import, nothing to configure before it works.
Work through the onboarding course
Short, practical video lessons that walk the system feature by feature, at whatever pace suits you.
Point it at how you actually sell
A live consultation to point the workspace at how you actually sell — your calendar, your lead sources, your follow-up timing — and to answer whatever the course didn’t.
Pricing
$97 a month, plus what you send.
A single monthly fee for the platform, plus pay-as-you-go usage for the texts, calls and emails you actually send.
Bundle Village
$97
/ month
Cancel anytime.
- Your own Bundle Village workspace
- A pre-built health pipeline and its campaign set
- AI appointment-setting workflows
- One inbox for texts, calls and email, plus calendars and forms
- Retention and referral sequences, already written
- Onboarding course plus a live setup call
- In-system support tickets
Month to month. Cancel from inside the CRM whenever you want.
Usage, billed as you go
The subscription covers the platform. What you send on top of it is metered, so a quiet month costs less than a busy one.
SMS$0.01 / segment
A segment is about 160 characters — or about 70 once you use an emoji. $10 covers roughly 1,000 segments.
Outbound calls$0.0168 / min
About $0.50 for a 30-minute call. $10 covers roughly 590 minutes.
Inbound calls$0.0102 / min
About $0.31 for a 30-minute call. $10 covers roughly 980 minutes.
Email$0.001 / email
$10 covers roughly 10,000 emails, so a large nurture list stays cheap to run.
US rates, and they can vary by region. Attaching an image makes the message an MMS, which is billed at its own rate rather than as extra segments. Your live rates and running balance are in your workspace under Settings → Billing.
FAQ
What agents ask before they sign up.
The $97 subscription is fixed. Texts, calls and emails are metered on top of it, so what you pay tracks how much you actually send:
- $0.01 per SMS segment — about 160 characters, or about 70 once you use an emoji. $10 covers roughly 1,000 segments.
- $0.0168 per minute outbound — about $0.50 for a 30-minute call.
- $0.0102 per minute inbound — about $0.31 for a 30-minute call.
- $0.001 per email — $10 covers roughly 10,000 emails.
These are US rates and can vary by region. Attaching an image makes the message an MMS, billed at its own rate. Your live rates and running balance are in your workspace under Settings → Billing.
Carriers also charge separately to register your business for business texting, before you can send any. That’s the next question down.
Not straight away, and this is true of every CRM that sends texts — not just this one. US carriers require your business to be registered before it can send business SMS (the A2P 10DLC rules). Registration goes in during onboarding, and the carriers set both the review time and the registration fees. Neither is ours to quote, and both sit outside the $97.
Everything else — the pipeline, the calendars, email, the automations behind them — works while you wait. Worth starting registration on your first day rather than your first busy week.
Yes. Contacts import from a spreadsheet, and you can tag them on the way in — by product, by renewal date, by where they came from — so your book arrives organized rather than as one undifferentiated list. Your lead sources can post new leads in directly too, which is what makes the speed-to-lead texting work.
One thing to get right on the way in: an imported contact is not automatically a contact you have consent to text or email. Which of your existing clients can go into which automated sequences is a call you make, and the setup call is the right place to make it deliberately rather than by accident.
Set up for you. The pipeline, campaign libraries and automations are already built when your workspace is created. You then get an onboarding course that walks the system feature by feature, and a live setup call to configure it around how you sell.
Yes. What ships pre-built is pointed at health, because that’s where the follow-up timing is most punishing. Everything underneath it — pipelines, campaigns, calendars, automations — is yours to duplicate and re-point at whatever else you write, and the setup call is a good place to do exactly that.
No. The parts that would normally require setting up — the pipeline stages, the follow-up sequences, the appointment automations — are already built and running. Day to day you’re answering conversations and taking appointments, not wiring workflows.
It’s month to month. You can cancel anytime, and the request goes in from inside the CRM under Settings → Billing. Cancel before your next billing date and you won’t be charged for the month after it.
Open a support ticket from inside the system. It goes in with your account context attached, so whoever picks it up can already see how your workspace is set up.
Ready when you are
Your next appointment is a text you never had to send.
The workspace, the pre-built health system, the onboarding course and a live setup call — for $97 a month.
Cancel anytime.