PBG Copilot
Live call19:47 Application
All screens Alert rail · a login alert shown well Nothing beeps in silence
National Life needs you to sign injust now
The carrier tab is waiting for your login before the application can hand off. Marcus stays on the line, nothing is lost, and the autofill resumes the moment you are in.
Disclosure captured on the recording4 min ago
Marcus confirmed he understands the call is recorded. You are clear to continue.
Contingent beneficiary still open1 min ago
Every other field is ready. Ask Marcus who should receive the benefit after Elena, and the application completes itself.

Living application

Paused for login
Living application 18 of 22 fields · 82%
82%
$500,000
Elena Bell

Client profile

14 captured
MB
Marcus Bell
34 · Austin, TX · applying now
Chosen option
Term life · $500,000 · $46/mo

ChatPBG

Private to you
While the login opens
Keep Marcus warm. Let him know you are opening the carrier now and it takes about a minute, then confirm the contingent beneficiary while you wait.