For supplemental & voluntary benefits agents
Every business you meet becomes an account you can win.
Walk-ins, chamber mixers, referrals, a card left at the front desk. GoSpectify captures each business in seconds, finds the owner or HR contact, and keeps the follow-up on your list until enrollment, so no lead depends on your memory.
Founding price: $19/month for agents, $29/agent for teams
- Contact
- Owner
- Employees
- About 18
- Benefits now
- Major medical only
- Plan year
- Renews in July
- Visit note
- Open to a 15-min group meeting
The problem
You meet plenty of businesses. The follow-up is where accounts slip.
Benefits sales runs on timing and persistence: the right person, before the plan year, after the third or fourth touch. That's hard to keep straight on cards and memory.
- Who the real decision-maker is: owner, office manager or HR
- How many employees they have and what they offer today
- "Call me before our plan year renews"
- Which businesses on the block you've already visited
- Notes from the mixer that never get written down
- A new agent's leads disappearing when they leave the business
How it works
Capture, find the decision-maker, follow up
Capture the business
Snap a business card or the storefront sign, or say a quick note after the conversation. GoSpectify fills in the company, address, phone and website.
Find who decides
Look up the owner, office manager or HR contact by role, with a verified email when one exists. No separate data subscription to buy.
Follow up on time
Set the next step and date. GoSpectify lists who's due, drafts the email or text, and maps your visits into a route.
Built for how benefits agents sell
Track what gets you the group meeting
For agency and district leaders
Help new agents ramp up, and keep their work when they leave
Give each agent a list
Hand new agents a territory or a set of businesses. Agents see only what's theirs; managers see their agents.
See who's active
Visits logged, businesses captured, follow-ups due and overdue for each agent, all in one place.
Keep the leads
When an agent moves on, their businesses, notes and history stay on the team and go to the next agent.
Founding-member pricing
Free for 14 days. Then a founding price locked for a year.
We're looking for a small group of agents and agency leaders to shape GoSpectify. Founding members keep their price for their first 12 months of billing. It's open to the first 100 members until March 31.
Personal
- For an individual agent
- 50 contact lookups a month
- Card, sign and note scanning
- Follow-ups, drafted messages and routes
Team
- For leaders with 2 or more agents
- 75 contact lookups per agent each month
- Shared lists, roles and lead assignment
- Team dashboard and activity history
Prices in US dollars, before any sales tax. No card needed for the 14-day free trial. If you choose a plan during the trial, nothing is charged until it ends. Cancel any time.
Claim your spot
Tell us how you prospect
A few quick questions. We'll reply within a business day to help you set up, bring in your lead list and lock in founding pricing.
Prefer to start on your own? Create your account. Leaders can turn on Team in the menu.
Your spot is held
You'd already signed up, so your spot is saved.
We'll be in touch within a business day. You can start right away: create your account and try it on your next prospecting day.
Create your accountQuestions
What agents ask first
Is this a replacement for my carrier's tools?
No. Your carrier's tools handle enrollment and your existing accounts. GoSpectify covers what comes before: the businesses you meet, who decides there, and the follow-ups until you get the meeting.
What happens after the free trial?
If you've chosen a plan, billing starts then, at your founding price if you claimed it. If you haven't, scanning, lookups and drafted messages pause, and your lists, notes and history stay available to view and export.
Who owns the leads?
On Personal, you do. On Team, the team owner and admins see every list, and when an agent leaves, their businesses and history stay with the team. Lists can be exported to Excel or CSV at any time.
What's a contact lookup?
Searching for the right person at a business is free. A lookup is used only when GoSpectify finds an email for you. Personal includes 50 a month, Team 75 per agent, and extra packs of 100 cost $15.
Does it work on iPhone and Android?
Yes. It runs in the phone's browser and can be added to the home screen like an app. It works on a laptop too.