The all-in-one CRM for health insurance agents — live Marketplace quoting, compliant e-signatures, and commission reconciliation that catches what carriers forget to pay you.
Early access for your agency. No credit card, no spam.
Search the Healthcare.gov Marketplace by ZIP and household, and compare every metal tier with the subsidy already applied — deductible, out-of-pocket max and network side by side.
| Bronze | Bronze Simple | $0/mo |
| Silver | Silver Standard 4200 | $33/mo |
| Gold | Gold Classic | $118/mo |
CMS consent, SOA, AOR and HIPAA — signed from the client's phone in seconds. Each one is filed as a letterhead PDF with a full audit trail: name, timestamp, IP and device.
Policy number, Marketplace application, member ID and covered members live on the policy — with the signed proposal attached. When the carrier calls, you're not digging through email.
Set your PMPM per carrier once and upload the statement. Synccra matches every line to a policy and tells you exactly what's missing — so you can go claim it.
4 policies unpaid — $420.00 owed to you
Export your clients from the CRM you use today and drop the raw file in. We read even the messy 300-column exports — nothing gets retyped, and no family gets left behind.
| Client | Policy | Family |
|---|---|---|
| Yhan Araujo | Oscar · Gold Simple | Ximena Torres |
| Pedro Ramírez | Ambetter · Balanced 12 | +2 dependents |
| Lucía Fernández | Oscar · Silver Std | — |
Beyond the sale, Synccra runs the parts that used to live in spreadsheets and sticky notes.
Your tasks, reminders and client meetings on a calendar — right next to the money you're owed.
Production, conversion and a plain-English P&L for your agency — and a breakdown per agent.
Store IDs, income proofs and signed PDFs — the whole client folder, ready for a carrier audit.
Invite agents, and see each one's policies and commissions — or the whole agency at a glance.
What the first agencies ask for, we build next. Here's what's coming.
Proposals, reminders and confirmations straight to your client's inbox — on top of WhatsApp.
Renewals, client birthdays, tasks and unpaid commissions — surfaced before you forget.
Launch your agency's website with an assistant that greets leads, suggests plans they may qualify for, and drops them into Synccra pre-qualified.
Call and text clients from Synccra in one click, with every touch logged automatically.
Install Synccra on your phone and work your book from the field.
Open enrollment is the busiest ten weeks of your year. Join the waitlist and we'll migrate your book and set your agency up before it starts.
Early access for your agency. No credit card, no spam.