Everything Your Agency Does,
in One Place.
Built for Medicare and senior-market agencies. Here's what's in GoGuruX today.
Quote One Product,
or the Whole Bundle.
Single quotes, MA or Supplement bundles, and several bundles reviewed side by side.
Start a quote from scratch or from the client's record.
GoGuruX Quotes
- Medicare Advantage (including C-SNP) and Part D
- Medicare Supplement
- Final Expense
- Hospital Indemnity
- Dental, Vision & Hearing
- Cancer, heart attack & stroke, and home health care, in states where the carrier sells it
Quote in GoGuruX, then enroll where you normally do. One-click SunFire enrollment is for Brock Partner agencies.
Bundle Reviews, Side by Side.
Build MA + ancillary or Supplement + ancillary packages. Put up to four next to each other and walk the client through them rate by rate.
Share It as a PDF.
Send the review to the client by text or email in one click.
Scoreboards That Answer the Client's Questions.
Drug costs, pharmacy network status, doctor matches and coverage gaps on screen for MA, Hospital Indemnity and DVH plans.
Meds, Pharmacy and Doctors Saved Once.
Look them up while you quote and they stay on the client's record.
Log a Policy From Any Saved Quote.
Log as Policy turns a saved quote into a policy and stamps the revenue.
Your Carriers, Your Packages.
Owners choose preferred carriers per product and save bundle templates.
Enrollment Hand-Off (Brock Partner Agencies).
On Brock's SunFire, the client's drugs, pharmacy and doctors go straight into enrollment, and the enrollment comes back as a policy.
Run Your Seminars and Webinars
From GoGuruX.
Registration, reminders, check-in and follow-up are built in. Webinars run on your Zoom, and GoGuruX sets the session up for you.
Create a one-off seminar or a series. Set the capacity, the venue or the virtual session, and the messages. Clients register from your GoGuruX forms or website, or you add them yourself. Confirmations and reminders go out by text and email on their own, with the address or the Zoom link filled in.
Seminars and Series.
Sessions, capacity, guests and a waitlist.
Webinars on Zoom.
Connect your agency's Zoom account and GoGuruX creates the meeting or webinar for each session and keeps it in sync when you change the time.
Reminders Built In.
Confirmation, reminders, thank-you and “sorry we missed you” messages by text and email.
Check-In at the Door.
A public check-in page, plus walk-ins added on the spot.
Free-Meal Watchlist.
Flags people who keep coming for the meal and never book an appointment.
Automations.
Registering for an event can start any automation, and an automation can register someone for an event.
Seminar Analytics.
Registrations, attendance and policies tied back to each event.
Paperwork the Client Finishes
on Their Phone.
Intake, SOA, PTC and consent forms, signed and filed on the contact.
Text or email one short, branded link. The client confirms who they are with a one-time code and fills in their own details: coverage questions, doctors, pharmacy, medications and Medicare card details. It all lands on their record.
Pick a Time with Dana
- Medicare Card
- On file by client
- Medications
- Lisinopril, Atorvastatin, Metformin by client
- Doctors
- Dr. Alan Whitfield, Dr. Mei Tran by client
- Pharmacy
- Bayshore Drug Co. by client
- Priorities
- Keep my doctors, low drug costs by client
- Scope of Appt.
- Signed PDF on file
- Appointment
- Thu, Oct 30, 2:00 PM Dana Ruiz
SOA, PTC and Consent Forms.
The client e-signs, the agent countersigns, and the signed PDF files itself on the contact.
“Sent” Means Delivered.
A form shows as sent only once it has actually arrived.
Consent Tracking.
One page shows who has signed, who is pending, and lets you resend.
Opt-Outs Handled for You.
A STOP reply marks the contact do-not-contact for texts and emails, and START undoes it. Invite texts carry opt-out wording, and emails carry an unsubscribe link.
Recording Notice.
Play a notice before recorded calls, either the standard one or your own audio.
Audit Log.
See who changed users, policies, tasks, calendars and phone numbers, and when.
Permissions.
Limit agents to their own contacts, or block them from creating, editing or deleting policies.
Plugs Into the Tools
You Already Use.
Keep your quoting data, phone system, calendars and lead sources. GoGuruX connects them, each from its own settings.
Don't see your tool? Ask us at info@gogurux.com.
SunFire
RetireFlo
HealthSherpa Medicare
Facebook Lead Forms
Google Ads Lead Forms
WebinarKit
RingCentral
Twilio
Zoom
Google Calendar
Outlook Calendar
Calendly
SunFire.
Medicare Advantage and Part D plans, drug costs and pharmacy networks inside your quotes. Brock Partner agencies on Brock's SunFire can also enroll from the quote.
RetireFlo.
Client surveys collected in RetireFlo arrive in GoGuruX as contacts with the survey on file. A new survey can start an automation.
HealthSherpa Medicare.
Shop plans on HealthSherpa Medicare from the contact, and enrollments sync back as policies.
RingCentral and Twilio.
Call from the browser, text, play back recordings and ring office call queues.
Zoom, Google and Outlook.
Seminar sessions on your Zoom, video links on appointments, two-way calendar sync, and Gmail and Outlook email on the contact.
Call, Text and Email
Without Leaving the Record.
A dialer that knows who you're talking to, on the phone system you already have.
Your phone system: RingCentral or Twilio. Calls and texts are billed by your phone provider.
Dial From Anywhere.
A floating dialer on every page, and a softphone that pops out into its own window.
Transfer and Conference.
Hand a call to a teammate or team, or add a third person.
Dispositions.
Log the outcome in a click so follow-up starts on time.
Voicemail Drop.
Leave a pre-recorded voicemail from an automation.
Office Number and Call Queues.
A shared office line for calls and texts, and office queues that ring in the browser.
New Callers Become Leads.
An inbound call from an unknown number creates a lead for the line owner.
One Inbox.
Texts and email together, with drafts, templates and snippets.
Bulk Sends.
Queue bulk texts and emails. Long texts split automatically.
Branded Emails.
Drag-and-drop templates with PDF attachments and per-user signatures.
Team Chat.
Internal chat with mentions, so the floor doesn't need another app.
On Your Phone.
A mobile layout with a dialer button.
Clients Pick Their Own Time,
on Your Domain.
Booking pages that follow your rules and send their own reminders.
Booking Pages and Embeds.
Share a link or put the calendar on your own website, by agent or by team.
Round-Robin.
Spread new appointments across the team.
Your Rules.
Buffers, booking hours, blocked holidays and how far ahead people can book.
Video Links Added for You.
Virtual appointments get a Zoom link automatically.
Two-Way Calendar Sync.
Google and Outlook, including blocked time and deletions.
Reminders That Follow Reschedules.
Move the appointment and the reminders move with it.
Real Appointments.
Several attendees, guests, recurring meetings, internal notes, an in-office address, and calendar invites sent to the client.
Each Agent's Hours Count.
Shared calendars respect every agent's own availability.
Automations That Know Insurance.
Drag-and-drop follow-up that starts when something real happens.
Build a workflow on a canvas, test it, and preview every message before it goes out. Or start from one that's ready to use.
RetireFlo Survey ReceivedSent to Margaret Ellison
Triggers.
Consent signed, intake completed, event registration, client replied, task due, a specific date, a RetireFlo survey arrives, a tracked link is clicked, a form or webhook comes in.
Actions.
Send a consent form, drop a voicemail, text or email the client or the team, mark do-not-contact, add to an event, assign a follower, move or remove an opportunity, attach files.
Your Website, Forms and Booking Pages,
in the Same System.
Every lead lands in GoGuruX, on your own domain.
Website and Funnel Builder.
Drag-and-drop pages hosted on your own domain.
Your Domain Everywhere.
Booking pages, forms and signature links run on your own web address.
Forms That File Themselves.
Branded forms. Uploads go straight to the contact's documents, and every submission is kept as a PDF.
Brand Kit.
Set your logo, colors and favicon once.
Ad Leads and ROAS.
Facebook and Google lead-form leads arrive instantly. See ad spend against revenue and cost per acquisition, and send conversions back to the ad platform.
See the Whole Book,
and the Whole Floor.
Dashboards owners actually open.
- Type
- Medicare Advantage
- Premium
- $24/mo
- Effective
- Jan 1, 2027
- Agent
- Dana Ruiz
- Type
- Dental, Vision & Hearing
- Premium
- $38/mo
- Type
- Hospital Indemnity
- Premium
- $29/mo
Dashboards by Date Range.
Your active book, call numbers, goals and leaderboards.
Revenue by Source.
Leaderboards that show which lead sources pay.
Office TV Leaderboard.
A public leaderboard and slideshow for the wall.
Reports on Contacts and Policies.
Build reports on your contacts and policies.
Seminar and Ad Results.
Registrations, attendance and ROAS tied to the policies they produced.
Team Tools.
Assistants who work on behalf of named agents, and admins who can see the app exactly as an agent does.
See It on Your Own Book of Business.
Book 30 minutes. We'll walk one of your leads from survey to written policy while you watch.
Or email info@gogurux.com