Today
One calm starting point for the work that matters now.
- Daily priorities and due follow-ups
- Direct paths to contacts, clients and calls
- Recent activity and notifications
YOUR WORK, CONNECTED
A clear next step. At every step.
A practical operating system for Medicare agents and agencies. Get from a conversation to the right action without losing the context.
EXPLORE YOUR WORKSPACE
The details, without the detours.
Choose a part of your day. See the tools that keep it moving.
Start clear. Stay focused.
Your next action, the person behind it and the help to move forward.
SyncTrix AI
Ask for help without leaving your workspace.
- Text and voice assistance
- Find records and organize next steps
- Agent and agency usage controls
Follow-ups & appointments
Keep the next conversation connected to the last one.
- Contact-linked reminders and callbacks
- Calendar connections and working hours
- Clear due dates and completion states
Keep the person at the center.
From a first conversation to enrollment and ongoing care.
Contacts & Clients
A connected record for prospects and existing members.
- Search, filters and saved views
- Coverage, notes, activity and service context
- Communication permissions and bulk imports
Eligibility & healthcare
Reach the relevant details from the client workspace.
- Shared MBI, DOB and ZIP eligibility form
- Provider and medication search through SunFire
- Connected SunFire session required
Plans & enrollments
Keep plan choices and enrollment history together.
- ZIP, county and available plan-year search
- Carrier and plan-type filters
- Saved enrollment and effective-date history
Sales & documents
Follow business movement with the records behind it.
- Submitted applications by carrier and period
- Agent licenses and carrier-contract records
- Private commission-statement upload and review
Every conversation, connected.
Make the call, keep the context and know what happens next.
Call from your browser
Speak directly with clients from your workspace.
- Dialpad and contact-level call actions
- Microphone, mute, keypad and hang up
- Call history and recording playback
Inbound, outbound & support
AI-assisted conversations with a clear handoff path.
- One agent line for inbound sales and support
- Agent hours, availability and backup numbers
- Transfers, no-answer follow-ups and scheduling
Calling lists
Bring the list in once. Review it before calling.
- Paste up to 1,000 rows from a spreadsheet
- CSV import and optional Google Sheets connection
- Cell validation, error navigation and call controls
A clearer view. A stronger team.
Oversight and setup that connect directly to the work.
Team & operations
Support your agents with a shared operational view.
- Agent access, profiles and readiness
- Availability, licenses and calling setup
- Agent-scoped activity and recording oversight
Vendors & routing
Bring approved sources into a controlled intake flow.
- Source-specific lead intake API and private keys
- Attribution, limits and duplicate protection
- Distribution among eligible agents
Marketing & outreach
Keep your presence and your follow-through connected.
- Public profiles, tracked links and QR codes
- Campaign audiences, templates and schedules
- Consent-aware channels and activity context
Brand, budgets & connections
Set the experience and the limits in one place.
- Shared colors, images, icons and control styles
- AI hours and budgets by agent, group or agency
- Email, calendars and connected-service settings
Connected services use your agency’s accounts and permissions. Plan availability follows the imported catalog year; messaging requires provider approval.
TAKE A CLOSER LOOK
Your work, in a better place.
A real look inside SyncTrix. One workspace, connected from the start.
Start with a clear next step.
Keep the person and the details together.
Every conversation, with its context.
Product previews use illustrative data. Connected services require account setup.
SEE WHAT A CLEARER DAY LOOKS LIKE
Let’s put your people first.
A personal walkthrough, built around your workflow.