Connecting Your CRM
careCycle supports native integrations with a growing set of commonly used Medicare and ACA CRMs and agency management systems (AMS). See our integrations page to find your CRM, or reach out to support if you’d like us to integrate with a CRM that isn’t listed.Why CRM Connections Matter
CRM connections are critical for keeping your careCycle customer and policy data up to date at all times — whether that means updated book of business reports from carriers, changes in policy status, or new members enrolled since your initial import. Keeping your data in sync ensures that when a member calls, your assistants can greet them by first name and reference relevant plan data when answering questions or serving inquiries.Related
Importing Your Book of Business
Initial import via CSV if you’re not using a CRM yet.
Keeping Policy Data Up to Date
Use CSV for one-off updates or rely on CRM for ongoing sync.