Built for Medicare and Senior-Market Agencies
Lakeside Senior Benefits⌄Top Agents
Track agent performance and policy submissions
Monthly Goal: 300 policiesLeaderboard
| Rank | Agent Name | Revenue | Policy Count | Annual Premium | Attachment Rate |
|---|---|---|---|---|---|
| #1 | Dana Ruiz | $21,486.00 | 52 | $48,912.40 | 42% |
| #2 | Marcus Bell | $18,930.50 | 47 | $41,206.80 | 36% |
| #3 | Priya Natarajan | $16,274.25 | 44 | $39,618.00 | 51% |
| #4 | Tom Whitaker | $13,808.00 | 35 | $30,442.20 | 29% |
| #5 | Alicia Gomez | $11,952.75 | 31 | $27,904.80 | 33% |
| #6 | Kevin O'Brien | $9,416.00 | 26 | $21,770.40 | 19% |
| #7 | Renee Coleman | $7,885.50 | 21 | $18,336.00 | 24% |
| #8 | Sam Delacroix | $5,210.00 | 14 | $11,082.60 | 14% |
Keep the quoting data, surveys, phone system and calendars your agency already runs on. Here's what's live today and what each one does inside GoGuruX.
Medicare Advantage and Part D plans, drug costs and pharmacy networks inside your quotes.
Surveys your clients finish in RetireFlo arrive as contacts with the survey on file, and can start an automation.
Shop plans on HealthSherpa Medicare from the contact, and enrollments sync back to the contact as policies.
Don't See Yours? Ask Us.
Tell us what your agency runs on and we'll show you what connects.
Book a Demo →Shop plans on HealthSherpa Medicare from the contact, and enrollments sync back to the contact as policies.
Medicare Advantage and Part D plans, drug costs and pharmacy networks inside your quotes.
Surveys your clients finish in RetireFlo arrive as contacts with the survey on file, and can start an automation.
Clients and their Medicare policies sync to careCycle's voice AI agents.
Call from the browser, text, play recordings and ring office call queues.
Local numbers for calling and texting, with voicemail drop.
Seminar and webinar sessions are created on your Zoom, and appointments get a video link.
Two-way sync with each agent's calendar, including blocked time.
Two-way sync with each agent's calendar, including blocked time.
Calendly bookings sync into GoGuruX appointments.
Leads arrive as contacts the moment they submit, and can start an automation.
Lead-form leads land as contacts, and conversions go back to Google.
Registrations, attendance and replays can start an automation.
Send from GoGuruX, and Gmail emails in and out land on the contact, attachments included.
Send from GoGuruX, and Outlook replies land on the contact with their attachments.
Send GoGuruX notifications to your Slack workspace.
Don't See Yours? Ask Us.
Book a Demo →Medicare Advantage and Part D rates come from SunFire. Supplement, Final Expense, Hospital Indemnity and DVH rates come from CSG. Quote any one of them, or bundle them and compare.
Enter medications, pharmacy and doctors once. Medicare Advantage and Part D plans show that client's drug costs, and MA plans check their doctors too.
Set up your agency's bundles once. A review prices up to four for the client, each with its own monthly total.
Text the review as a link or email it as an attachment, with your agency's name on top. Saved quotes stay on the contact.
Enrollment through SunFire is for Brock Partner agencies.
One client, one record, start to finish. Each step hands the next one everything it needs, so nobody re-types, re-asks or loses the thread.
A Facebook or Google ad lead, a website form or a new contact starts an automation that texts and emails your GoGuruX intake survey. Already survey clients in RetireFlo? Those surveys arrive on the contact and start the same follow-up.
RetireFlo Survey ReceivedSent to Margaret Ellison
From one link, the client adds their Medicare card, medications, doctors and pharmacy, signs the Scope of Appointment and picks a time on their agent's calendar. Every answer lands on their contact record.
Pick a Time with Dana
Click to call from the contact. The meds, doctors and pharmacy the client entered are already in the quote, so you compare plans or build a bundle on the call, then text the review as a PDF.
Log the policy on the contact with carrier, plan, premium and status. It rolls straight into the dashboard's application and premium totals and the agent leaderboard, and a Policy Created trigger can start the follow-up.
The work of a Medicare agency, built in and tied to the client record.
Registration, reminders and check-in from GoGuruX. Webinars run on your Zoom, with the link sent for you.
The signed PDF files itself on the contact. STOP replies turn off texts and emails automatically.
Send the side-by-side by text or email, straight from the quote.
Unlimited agents, assistants and admins. No per-seat fees.
In the Brock Partners Network? GoGuruX Is Free. Partner agencies get the full system at no cost, plus enrollment hand-off into Brock's SunFire.
Learn About Brock Partners →The full list is on the Pricing page.
Medicare leads, but you can also quote and track Final Expense, Hospital Indemnity, and Dental, Vision & Hearing.
Yes. Connect RingCentral or Twilio. Calls and texts are billed by your phone provider.
Each one connects from its own settings using your existing account with that provider, and any fees from the provider are billed by them. SunFire quoting works for every account; enrolling through SunFire is for Brock Partner agencies.
As many as you like. $497/mo covers unlimited seats.
Yes. On a phone, GoGuruX switches to a mobile layout with a dialer button.
Yes. Import your contacts with built-in checks, or move over from GoGuru Pro during sign-up.
GoGuruX is CRM and agency software for Medicare and senior-market insurance agencies. Agents quote, send intake links and SOAs the client e-signs, run seminars, call and text, and book appointments from the client's record. It's $497/mo with unlimited seats, and free for Brock Partner agencies.
Enter the client's medications, pharmacy and doctors once. Medicare Advantage and Part D rates come from SunFire and show that client's drug costs, and MA plans check their doctors too. Supplement, Final Expense, Hospital Indemnity and DVH rates come from CSG. Quote one product, or compare up to four bundles side by side and send the review as a PDF by text or email.
Book 30 minutes. We'll walk one of your leads from survey to written policy while you watch.
Or email info@gogurux.com
