What is careCycle?

careCycle is the AI-native system of record for agencies looking to take control of their retention, LTV, and how much their team can get done.

With careCycle, you can take advantage of voice AI employees developed through millions of real calls with Medicare and ACA beneficiaries to create a fully automated post-enrollment journey. Educate members about their plan, help them actually use their benefits, and stop the shop by becoming an agency that gives members a reason to stay with you.

You can also use the member experience you provide to increase retention and LTV with ancillary cross-sell campaigns.

careCycle is built for the AI era, bringing human and digital team members into one cohesive workspace to write and manage policies. careCycle is SOC 2 Type 2 certified and HIPAA compliant out of the box.

Why Agencies Use careCycle

careCycle helps Medicare and ACA distributors win back time while increasing retention and member satisfaction.

With careCycle, you can become an AI-enabled agency without selling a majority stake in your business, without buying leads from unknown publishers, and without paying for seats on another platform.

It is world-class software built for health insurance distribution and designed to be hierarchy agnostic.

The Platform

Everything in careCycle falls into three parts: the work your AI handles, the work your team handles, and the shared customer record that keeps them both on the same page.

Your AI workforce

• Receptionist: Cora answers around the clock on your central number. Campaigns can call from it too, so beneficiaries learn to recognize it and pick up. She resolves common member questions and escalates to your team when needed.
• Campaigns: outbound and inbound calling and texting programs. Each one has its own Pulse (the cadence of calls and texts), automations that add the right people, and escalations (what the AI does on a call: transfer, book an appointment, or log an inquiry). Campaigns are tagged by the job they do: Retention, Revenue, or Receptionist.
• Template Library: more than 40 ready-made Medicare and ACA campaigns, from welcome calls and check-ins to save calls and texts. Pick one, tweak it, and turn it on. See the Template Library.
• Assembly: the tab on every campaign where you change what the AI says. You just tell careCycle what you want, test it, and approve it. See Edit Your AI with Assembly.

Your team's workspace

• Inbox: every SMS conversation and follow-up in one queue.
• Softphone and Dialer: your agents take transfers and make calls right in the browser, with scripts guiding each conversation.
• Tasks and Appointments: follow-up work and booked meetings, assigned to the right person automatically.
• Dashboard: owners and admins (by default) get a customizable home dashboard of the numbers they care about, plus Ask careCycle to ask about your numbers in plain English. Everyone else gets their own agent dashboard with their queue, appointments, and monthly numbers.
• Wallboard: live floor status for managers.

The shared record

• Customers, Policies, Calls, and Inquiries: every member, every policy, every conversation, and every open question, with recordings and transcripts attached.

Explore the Platform