Act One · The Truth
You’ve Built Your BusinessAround Fixing Your System.
Then, somewhere along the way, you became the system.
Act One · The Truth
You’ve Built Your BusinessAround Fixing Your System.
Then, somewhere along the way, you became the system.
Reality Check
Let’s Be HonestAbout What’sActually Happening.
- You’re jumping between tools to get anything done.
- You’re logging the same policy in different ways.
- You’re second-guessing your reporting.
- You’re relying on workarounds to keep things moving.
- You’re still building the CRM you’re paying for.
This was never going to work the way you needed it to.
The Question
What If It Actually WorkedLike You Expected It To?
The Other Side
Here’s WhatIt WouldActually Look Like.
- Your data starts to come together.
- Things get entered the same way more often.
- Your numbers start to match.
- Things become predictable.
- You’re making decisions with confidence.
This is what it looks like when it actually does.
The Diagnosis
The Problem is it Hasn’t Been Built..
Until Now.
Everything You Need to Manage
Everything You Have.
The Agent Operating Layer
One System. Six Surfaces.
Contacts
Everything About Your Client,In One Place,Finally Working Together.
Contacts
Contacts
Your Contacts, On Medicare Terms.
Conversations
To: h.whitaker@gmail.com 04/02/2026, 08:14 AM
Plan Review Scheduled for Friday
Hi Harold, you're all set for Friday's plan review. Bring your current prescription list and we'll compare the MAPD options side by side.
To: h.whitaker@gmail.com 04/04/2026, 07:46 AM
Updated Medicare Quote Summary
Attached is the updated quote summary with your pharmacy costs included. The Blue Harbor plan still looks strongest based on your current prescriptions.
Tasks
Confirm pharmacy list before quote review
Need Walgreens and Publix locations
Send dental rider comparison PDF
Mention bundled premium difference
Prepare enrollment checklist for spouse questions
Include PCP and dental notes
Appointments
Medicare options review call
Contacts
Accurate RX and Providers, Because the Details Matter.
Health & Rx
Medications, conditions, and care team
Personal Health Information
Gender
Male
Tobacco Use
Former
Height
5' 10"
Weight
184 lbs
Care Team
Primary Care
Dr. Rachel Salazar
Family Medicine · Nebraska Medicine · Omaha, NE
Specialist
Dr. Mitchell Park
Cardiology · Midlands Heart Clinic · Omaha, NE
Preferred Hospital
Nebraska Medical Center
4350 Dewey Ave · Omaha, NE
Preferred Pharmacy
Walgreens #4832
1430 Dodge St · Omaha, NE
Current Medications
3 activeLisinopril
10 mg · Once daily
Metformin
500 mg · Twice daily
Atorvastatin
20 mg · Once daily at bedtime
Chronic Conditions
2 activeHypertension
Dx Nov 2019 · Dr. Rachel Salazar
Type 2 Diabetes
Dx Feb 2024 · Dr. Rachel Salazar
Contacts
Quoting, Right Where Your Client Lives.
Policies
Insurance coverage and policy details
Core
1Blue Harbor Supplement - Plan G
Policy Details
Payment Information
Important Dates
Ancillary
1SmileGuard Preventive Plus
Preventive Plus
History
2 pastSuncrest Rx Saver
Copperline Hospital Shield
Contacts · Wrap-Up
All of That,From One Surface.
The record carries the whole person. Everything else is just a view on top of it.
- Medicare fields built right in
- AEP, OEP, T65 already pre-bucketed
- Policies, medications, doctors — one view
- Meds autofill from RxNorm
- Providers autofill from NPPES
- Quoting where the client already lives
Policies
Your Policies,Finally Connected to the Full Picture.
Policies
Every Policy, Entered the Right Way Every Time.
Policies
Every Data Point, At a Glance.
Ernest Mcgee
|UnitedHealthcare • Medicare Advantage • AARP Medicare Advantage Giveback from UHC TC-4Coverage
Payment
Key Dates
People
Activity
Enrollment_RBT0J8J2MG.pdf uploaded
Josh Popek · Apr 27, 2026 · 11:42 AM
Status set to Pending
GoGuruX (auto) · Apr 27, 2026 · 11:41 AM
Writing Agent assigned · Josh Popek
Josh Popek · Apr 27, 2026 · 11:39 AM
Policy created · UnitedHealthcare MAPD
Josh Popek · Apr 27, 2026 · 11:38 AM
Policies
New Policy In. Old Coverage Out. On the Date That Matters.
Policies
Insurance coverage and policy details
Core
2Today: April 28, 2026AARP Medicare Advantage Giveback
Plan Code: H5253-121-000
Policy Details
Payment Information
Important Dates
Honor Plan Classic
Plan Code: H1234-001-000
Policy Details
Payment Information
Important Dates
Ancillary
0History
0 pastPolicies · Wrap-Up
All of That,Without Maintaining It.
Your book stays current because the system is the one keeping it current.
- Every field structured at entry
- Every detail at a glance
- Every related coverage already linked
- Pending today, active on the date that matters
- Old coverage cancelled behind the new one
- Book stays current without you maintaining it
Communication
Every Client Conversation,Happens Right Here.
Communication
SMS, Email, Voice. In One Place.
Messages
Harold Whitaker
Sounds good. Talk soon.
9:14a
Marlene Curtis
Got the welcome packet — thanks!
18:42a
Ernest Hill
Subject: Plan G summary
Yesterday
Patricia Okafor
Voicemail · 0:42
Yesterday
Delores Rivers
Yes — Tuesday at 10 works.
2Tue
Harold Whitaker
ClientHi Harold — quick reminder, your AEP enrollment window closes Dec 7. Anything you'd like to revisit before then?
Hey Jordan — I think the AARP plan you mentioned is what I want.
Perfect. I'll get the application going today and send the confirmation when it's submitted.
Sounds good. Talk soon.
Communication
Bring Your Own Dialer. We Handle the Wiring.
Phone Configuration
Pick the platform that matches how this location sends calls and texts.
A fully integrated platform for agencies to manage and grow—simplifying processes, optimizing costs, and scaling from leads to commissions.
Delivers mission-critical communications. Brands across the planet rely on RingCentral to stay connected, secure, and compliant—from anywhere.
Trusted for a reason. Twilio is the all-in-one toolbox to reach your customers anywhere, scale when it matters most, simplify compliance complexity, and build faster.
Communication
All Communication, External and Internal, Working Together.
Sarah Chen
PrivateCommunication · Wrap-Up
All of That,Without Leaving GoGuruX.
Every channel lives on the contact — the thread is the timeline.
- SMS, email, voice — one inbox
- Dialer pops from the thread header
- Bring your own dialer
- Team chat, same surface
- Every conversation pinned to the record
- No tab-hopping, no copy-paste
Productivity
Your Process,Already Running.
Productivity
Tasks Evolve as Work Moves Forward
Tasks
My open & assigned
Medicare Plan Comparison
Research & compare MA vs. Medigap options for Q4 review
Annual policy review — Whitfield
Review current Medigap Plan G and dental rider
OEP callback list cleanup
Remove duplicates and retire stale leads from 2025 cohort
Submit ANOC follow-up emails
Batch send Annual Notice of Change reminders
Carrier appointment — UHC MAPD
Complete carrier recertification for 2027 AEP
Upload scope of appointment — Torres
Attach signed SOA before plan discussion
Productivity
Work Keeps Moving, Without You Managing Every Step.
Automations
Automate repetitive tasks and engage clients with intelligent workflows
Templates
Enable our pre-built templates
Birthday SMS
ActiveAutomatically send personalized birthday wishes via SMS to your clients on their special day
Sent
142
Total
142
Success
100%
Last run 2 hours ago
Active Client Drip
Automated 12-week retention campaign for newly active clients with timely check-ins and engagement
Flip the switch to enable — no setup required.
Holiday Messages
Automatically send warm holiday greetings to your clients on major holidays (Thanksgiving, Christmas, New Year's)
Flip the switch to enable — no setup required.
Custom Automations
Your custom-built workflows created with the visual builder
| Name | Trigger | Actions | Updated | Status |
|---|---|---|---|---|
Missed Appointment Follow-Up Reach out same-day when a client no-shows, then re-book. | Appointment | 3 | Updated 1 week ago | |
Rx Price Spike Alert Notify the writing agent when a client's med price jumps. | Daily Check | 2 | Updated 2 weeks ago |
Integrations
The Stack You Use,Already Wired In.
Integrations
The Tools You Rely On, Already Connected.
Customer-Facing Integrations
Live In Production. Shipping Today.
We Picked These On Purpose. The Rest We Left Out.
SunFire
Medicare enrollments, captured the second they happen.
Facebook Lead Forms
Every Facebook & Instagram lead, instantly.
Twilio
Voice, SMS, MMS, click-to-call — wired into the timeline.
RingCentral
Same softphone + SMS experience, OAuth 2.0 per-location.
Gmail
Send and receive from Gmail without leaving the contact.
Outlook / Microsoft 365
Per-user OAuth, two-way send + sync via webhook.
SendGrid + SMTP
Reliable platform email at scale, configurable senders.
Google Calendar
Two-way sync of appointments, reschedules, cancellations.
Outlook Calendar
Per-user OAuth, bidirectional appointment sync.
Calendly
Self-serve booking, automatically logged on the contact.
careCycle
Medicare AI voice agents that work the phones for you.
CSG Actuarial
Live Medicare Supplement rates, on demand in the quote flow.
NPPES Provider Lookup
PCPs and specialists, verified from the CMS source.
Advanced Diabetes Supplies
Push qualified diabetic clients for free DME — set and forget.
Google Business Profile
Own your reputation from one inbox — reviews, posts, replies.
Facebook Marketing Insights
Know what your ad spend is actually doing. ROAS, attribution.
Slack
Hot leads pinging the channels your team already lives in.
Thanks.io
Handwritten postcards, on autopilot. Triggered from automations.
EnrollHere
Compliance-grade dialing, recordings linked to the contact.
SunFire
Medicare enrollments, captured the second they happen.
Facebook Lead Forms
Every Facebook & Instagram lead, instantly.
Twilio
Voice, SMS, MMS, click-to-call — wired into the timeline.
RingCentral
Same softphone + SMS experience, OAuth 2.0 per-location.
Gmail
Send and receive from Gmail without leaving the contact.
Outlook / Microsoft 365
Per-user OAuth, two-way send + sync via webhook.
SendGrid + SMTP
Reliable platform email at scale, configurable senders.
Google Calendar
Two-way sync of appointments, reschedules, cancellations.
Outlook Calendar
Per-user OAuth, bidirectional appointment sync.
Calendly
Self-serve booking, automatically logged on the contact.
careCycle
Medicare AI voice agents that work the phones for you.
CSG Actuarial
Live Medicare Supplement rates, on demand in the quote flow.
NPPES Provider Lookup
PCPs and specialists, verified from the CMS source.
Advanced Diabetes Supplies
Push qualified diabetic clients for free DME — set and forget.
Google Business Profile
Own your reputation from one inbox — reviews, posts, replies.
Facebook Marketing Insights
Know what your ad spend is actually doing. ROAS, attribution.
Slack
Hot leads pinging the channels your team already lives in.
Thanks.io
Handwritten postcards, on autopilot. Triggered from automations.
EnrollHere
Compliance-grade dialing, recordings linked to the contact.
Integrations · Wrap-Up
All of That,Connected by Default.
Nineteen integrations live in production. No middleware, no custom glue.
- Medicare carriers + Sunfire enrollment
- Twilio, RingCentral, EnrollHere dialers
- Gmail, Outlook, SMTP for email
- Google, Outlook, Calendly for calendars
- Facebook leads, ad insights, Slack
- CSG + NPPES verified at the source
Administration
The Bird’s-Eye,Always Live.
Administrative
Know What's Going On, Without a Meeting.
Agent Leaderboards
Track agent performance and policy submissions • Mar 1 - Mar 31, 2026
Total Revenue
$171,630
Primary metric
Total Policies
318
Policies from this period
Total Annual Premium
$43,244
Annual Premium from this period
Attachment Rate
43%
Average Attachment Rate
Top Agent Leaderboard
Ariana Hayes
Marcus Bennett
Tiffany Brooks
Ethan Parker
Nicole Ramirez
Jordan Fields
Melissa Stone
David Holt
Kendra Lewis
Administration · IRL
Administrative
You Can Customize It. You Probably Won’t Need To.
Field Management
Manage dropdown options and custom fields for contacts and policies.
Contact Dropdowns
Selectable values for contact-related forms and filters.
Status labels that classify a contact
Where leads are generated from
Policy Dropdowns
Selectable values for policy-related forms and filters.
Where applications originate from
Types of insurance coverage
Core
Health
Life
Ancillary
Assign each plan type a coverage type to filter it in policy forms
Medicare Advantage
Medicare Supplement
Life Insurance
Final Expense
CHAS
Annuity
Administration · Wrap-Up
All of That,Without a Meeting.
Live, not reported later. The floor talks back.
- Agent leaderboards, ranked live
- Agency KPIs, auto-rolling
- Marketing ROAS, attributed
- Click any agent for the timeline
- No reports to assemble
- No status meetings to chair
Built Different
You Don’t Have to Build It.It Already Comes That Way.
Out-Of-Box Readiness
Plug In and Get to Work.
- Medicare-Related FieldsPre-BuiltCustom Field—
- Quoting, Providers, MedicationsPre-BuiltIntegrationIntegration
- Policy Lifecycle & Status TrackingPre-Built—Wire It
- Dialer + SMSNativeAdd-OnAdd-On
- Reporting + Owner ViewPre-BuiltBuild ItBuild It
The Starting Line Isn’t the Same
No Surprise Invoices
Same Twenty Bucks. Different Math.
- Cost / Outbound Min$0.0140$0.0210$0.0238
- Cost / Inbound Min$0.0085$0.0127$0.0144
- Cost / SMS Segment$0.0083$0.0124$0.0141
What $20 Gets You
The Deal
Before WeTalk Numbers.
What's Included
What YouActually Get.
Unlimited Agent Seats
Every licensed agent in the shop. No headcount math.
A System That Actually Fits How You Work
No patchwork, no add-ons—just a system that’s ready to go.
A Team That Works the Same Way, Every Time
Everyone follows the same process, without having to think about it..
Work That Moves Without You Managing Every Step
The system handles the work—so you don’t have to hold it together.
Clear, Real-Time Visibility Across Everything
See exactly where things stand, anytime—no digging, no guessing.
The Number
For the entire agency. Everything in “What You Actually Get.” No add-ons, no per-seat math, no surprise line items.
Brock Hierarchy · Free
Every agency in the Brock hierarchy and downline runs GoGuruX at no cost. Same system, same seats, same support — the invoice just doesn’t come.
The Ask
Here’s How You Get Started.
Step One
Sign Up For GoGuruX
Visit my.gogurux.com/signup to get access.
Step Two
Schedule Your Onboarding Call
We’ll help you get your data, team, and workflows in place.
Step Three
Bring Your Team With You
Everyone works the same way from day one.
You Don’t NeedMore Tools.
You Need Fewer Workarounds.
GoGuruX · Built In the Field. Shipped For Agents.