careCycle Guides
Find the right guide for your role, whether you run the agency, work the phones, or build integrations.
careCycle is the agency operating system for Medicare and ACA insurance agencies, built first for call centers and telephonic operations. These guides are organized by what you're trying to do, so pick your starting point below.
New to careCycle?
Follow this path and you'll go from a blank account to a live campaign:
How careCycle Fits Together
The one page to read first: how campaigns, Pulse, automations, and your team work together across the life of a member.
Set Up Your Agency
The step-by-step setup checklist, from meeting your Receptionist to your first live campaign.
Browse the Template Library
Ready-made campaigns for Medicare and ACA. See exactly what each one says and does, and pick the ones you want.
Launch Your First Campaign
Create a campaign from a template (Welcome Calls is a great first one), set it up, test it, and turn it on.
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AEP Renewals 2027
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Template Library
Every campaign template we offer, with what the AI says and every text, word for word.
For owners and managers
Answer Every Call
Business hours, inquiries, callbacks, and automated appointment handling.
Keep the Members You Have
The Retention Journey: which templates to run across a member's first year and beyond, plus saving members who are about to cancel.
Convert More Leads
Sales campaigns and revenue campaigns.
Run Your Team
Agent Queue dialer campaigns, roles, and team operations.
Know Your Numbers
Your Home dashboard, Ask careCycle, the wallboard, exports, and troubleshooting outreach.
Sources
Track where calls and leads come from, and connect your call vendors with ping-post.
Stay Compliant
SMS registration, TCPA calling rules, and SOC 2 and HIPAA.
Campaign Toolkit
The building blocks every campaign uses: Assembly (what your AI says), escalations, routing groups, calendar settings, scripts, and Pulse.