Keep your quoting data, surveys, phone system, calendars and lead sources. GoGuruX works with SunFire, RetireFlo and HealthSherpa Medicare.
Medicare Advantage and Part D plans, drug costs and pharmacy networks inside your quotes.
Where You'll Find It Turn it on under Integrations in your GoGuruX settings. Brock Partner agencies also add each agent's SunFire username for enrollment.
Surveys your clients finish in RetireFlo arrive as contacts with the survey on file, and can start an automation.
Where You'll Find It Connect from RetireFlo. It shows under Connected Apps in your GoGuruX settings.
Shop plans on HealthSherpa Medicare from the contact, and enrollments sync back to the contact as policies.
Where You'll Find It Open the HealthSherpa Medicare menu on a contact's policies to shop plans or sync enrollments.
Each integration connects from its own settings.
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.
Lead generation, with an alert when a new lead comes in.
Lead generation, with an alert when a new lead comes in.
Call from the browser, text, play recordings and ring office call queues.
Local numbers for calling and texting, with voicemail drop.
Clients and their Medicare policies sync to careCycle's voice AI agents.
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.
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.
Tell us what your agency runs on and we'll show you what connects. Book a demo, or email info@gogurux.com.
Book a Demo →Still deciding? Book a demo or email info@gogurux.com.
Yes. Turn SunFire on under Integrations in your GoGuruX settings, and Medicare Advantage and Part D plans, drug costs and pharmacy networks show inside your quotes. Every account can quote. Enrollment hand-off into SunFire is for Brock Partner agencies, which also add each agent's SunFire username.
Yes. Connect from RetireFlo, and it shows under Connected Apps in your GoGuruX settings. Surveys your clients finish in RetireFlo arrive as contacts with the survey on file, and a new survey can start an automation.
Yes, for every account. Open the HealthSherpa Medicare menu on a contact's policies to shop plans, and enrollments sync back to the contact as policies.
Clients and their Medicare policies sync to careCycle's voice AI agents.
RingCentral and Twilio. Call and text from the contact's record, and calls and texts are billed by your phone provider.
Each provider does. Integrations such as SunFire, RetireFlo, HealthSherpa Medicare, Zoom, Google and Outlook connect to accounts you already have with each provider, and those providers bill separately.
Book 30 minutes and we'll show you the integrations your agency uses.
Or email info@gogurux.com
