How It Works Features T65 Leads Dashboard Quotes Pricing Get Started

Three steps. Zero typing.

After every client interaction, call your InsyncDB number. That's it. We handle the rest.

1

Call Your Number

Dial your dedicated InsyncDB line — from your car, your desk, between appointments. No app to open, no form to fill.

2

Talk Naturally

Describe what just happened. "Just met with Margaret Chen, she's 64, turning 65 in March, needs Medicare. Has a husband Dave, he's already on a Plan G with UnitedHealthcare. She's interested in Plan G too. Lives at 442 Palm Drive, Sarasota. Her number is 941-555-0178." InsyncDB listens, extracts, and structures everything.

3

Query Anytime

Call or text your number: "Who has a birthday next month?" or "Show me all my Medicare clients in Sarasota." Instant, structured answers from your own data.

Example: Logging a Medicare Client

You:
"Hey, just left Margaret Chen's house. She's 64, turning 65 on March 12th. Needs Medicare — she's interested in a Plan G. Her husband Dave is already on Plan G with UHC. She has a group plan through her employer right now that ends in February. Lives at 442 Palm Drive, Sarasota. Phone is 941-555-0178. She's also got no dental and no life insurance."
InsyncDB:
"Got it. I've created a record for Margaret Chen. Age 64, DOB March 12, 1961. Medicare prospect — Plan G interested. Spouse Dave Chen, current Plan G with UnitedHealthcare. Current group coverage ending February 2026. Address 442 Palm Drive, Sarasota. Phone 941-555-0178. I've flagged two coverage gaps: dental and life insurance. Anything else?"
You:
"Nope, that's it."
InsyncDB:
"Saved. Margaret will appear in your February renewal queue and your March birthday list. Have a good one."

8 Data Categories Captured Per Client

👤

Personal Info

Name, DOB, age, phone, address

👨‍👩‍👧

Household

Spouse, dependents, family details

🏥

Current Coverage

Active policies, carriers, plan types

📋

Needs & Interests

What they're shopping for

📅

Key Dates

Birthdays, renewals, enrollment periods

⚠️

Coverage Gaps

Missing dental, life, ancillary

💼

Employment

Employer, group plans, retirement status

📝

Agent Notes

Freeform context and follow-ups