An AI copilot on every call your agents make.
Meet Chat PBG, your sales copilot. He listens in real time, tells your agents exactly what to say, handles objections, and shows them how to close. Built for insurance agencies that refuse to leave revenue on the table.
Everything your agents need, on one screen.
From the first hello to the signed application, PBG Copilot runs the entire sale beside your team.
Live Call Copilot
Real time guidance on every call that tells the agent what to say, when to say it, and what comes next.
Instant Trust Builder
Verifies agent credentials, regulator status, and reviews live so clients trust the agent in the first minute.
AI Underwriting Assistant
Answers product and eligibility questions on the spot and points the agent to the right carrier from the start.
Smart Objection Handling
Surfaces the perfect rebuttal the moment a client pushes back, personalized to what they said on the call.
Live Quoting
Pulls real time coverage options mid call so the agent always has three choices ready to present.
One Click Carrier Submission
Auto fills and submits the application from the call data, then cascades to a backup carrier if declined.
Built In Lead Engine
Connects Meta and TikTok ad accounts and lets agents launch winning campaigns with their own budget.
AI Ad Creator
Generates branded English and Spanish ad creatives in a few clicks using the agency logo and colors.
Bilingual On The Fly
Works in English and Spanish instantly, translating questions and answers live during the call.
Call Recording and Compliance
Every call recorded, transcribed, and stored to protect the agency and meet carrier requirements.
Automatic Coaching
Scores each call and delivers a coaching summary so agents improve without needing a manager.
White Label Ready
Fully branded to each agency with their logo, name, and colors for their entire team.