Revenue Campaigns
Grow revenue from the book you already have with cross-sell and ancillary campaigns.
The Revenue Suite helps you earn more from the members you already serve. While Retention campaigns protect your book and Sales campaigns grow it, Revenue campaigns turn the trust you have built into additional coverage that genuinely helps your members: ancillary products, cross-sell opportunities, and plan-review conversations that surface unmet needs.
Because Revenue campaigns call your existing book, they run from your Receptionist's number, the number your members already know and answer.
Creating a Revenue Campaign
Revenue campaigns work like every other careCycle campaign:
- Go to Campaigns and select New Campaign.
- Pick a template from the Revenue tab of the template picker.
- Review the template's description, example conversation, and the customer data it requires.
- Configure Assistant Behaviors, review the Pulse workflow, and activate.
Current Revenue Suite templates:
- Approval Calls (ACA): confirm enrollment with newly approved members and explain next steps.
- Payment Errors (ACA): reach members whose premium payment did not go through and help them get back on track before coverage is disrupted.
- Pre-Qualification (Medicare): screen prospective members and collect eligibility details before transferring to an agent.
- Win-Backs (Medicare): identify members with cancelled coverage and connect them with an agent to restore benefits.
You can filter your campaign list by the Revenue suite badge to see all of your revenue campaigns in one place.