Medicare Agent CRM and Assistant
SindyAI is a CRM and research assistant built for licensed Medicare agents: leads, pipeline, calendar, plan finder, drug and doctor checks, and Ask Sindy.
Create your agent accountLeads and pipeline
Capture a lead, schedule the appointment in one step, then move them from inquiry to follow-up to conversion.
Smart calendar
Phone and in-person appointments with buffer time and overlap checks, plus Google Calendar busy times.
2027 plan finder
Search official CMS 2027 Medicare Advantage plan data by county, carrier and benefits like dental, OTC, grocery and transportation.
Drug and doctor checks
Check medications against the CMS Part D formulary file and open each carrier's official provider directory.
Ask Sindy
Ask Medicare questions and get answers with sources. Sindy never recommends a plan.
Tasks, birthdays and team
Assign tasks to yourself or your assistant, send birthday texts, and see every action your assistant takes.