Sales Campaigns
Prequalification campaigns that screen new leads and get your agents talking to people who are eligible and interested.
The name of the game with sales campaigns is simple: your licensed agents should spend their time talking to people who are eligible and actually want to shop, not chasing cold leads. careCycle reaches new leads fast, screens them, and warm transfers the good ones to your team.
You've got two ways to run it: let the AI make the calls, or have careCycle dial for your own agents.
Let the AI prequalify: the Pre-Qualification template
Pre-Qualification is our Medicare template for this. It calls people who asked for a Medicare review (usually through a form on your website), makes sure they know what the call is about, asks a few quick eligibility questions, and transfers them to a licensed agent. It can also book a time with your team or log an inquiry for follow-up.
The AI isn't a licensed agent and it acts like it. It never quotes plans, compares prices, or gives medical advice.
At a glance: up to 4 calls and 5 texts over 4 days, with transfer, appointment, and inquiry escalations. The brief has everything it says, word for word.
Read the brief before you go live
There's a fix to make in the Pulse on Call 1 before you turn this one on. The Pre-Qualification brief walks you through it.
How leads get in
The template doesn't come with an automation, so out of the box you add leads yourself. See Add Customers to a Campaign.
For true speed to lead, add an automation on the campaign's Configuration > Enrollment Automations editor with the Lead Created trigger. It fires for leads that come in through your lead sources (the leads API), and you can add a Lead source filter so only certain sources get this campaign. (Lead source filters only work on the Lead Created trigger.) Leads you import or create in the app don't fire it, so add those yourself. See Automations Explained.
Set it up
Create the campaign
Go to Campaigns, click New Campaign, enter a name, and choose Voice AI > Create from template, and pick Pre-Qualification under Medicare (it's tagged Revenue). See Create a Campaign from a Template.
Point the escalations at your agents
Open Configuration > Scenarios & escalations. Point Transfer Call at the routing group your licensed agents answer, and Book Appointment at a calendar. The campaign won't activate until both point somewhere.
Check which number it calls from
In Configuration > Calling numbers, choose Main number or Number pool, then apply the selection with the header's Save. For high-volume lead calling, a pool of local numbers helps protect your answer rates. See Managing Your Phone Numbers.
Register for texting, test, and activate
The texts need SMS registration. Then test it and click Activate on the Overview tab.
Have careCycle dial for your agents
Want your own people on every call? Use an Agent Queue campaign with the Outbound dialer. careCycle works through your leads on a Pulse cadence, dials, screens out voicemails, and only rings an agent once a live person picks up. Your agents do the qualifying themselves. See Agent Queue Dialer Campaigns.
Inbound callers from vendors
If lead vendors send you live calls, give each one its own source and tracking number so you can compare vendors on contact, transfer, sale, and cost. See Source Tracking. With Ping-Post, vendors can check that someone's free to answer before they transfer a caller. To have your agents answer those calls, use an Agent Queue Inbound desk.
There isn't an inbound AI prescreener template today. If that's what you're after, talk to your careCycle representative.
When the transfer doesn't connect
Sometimes the caller says yes, the AI tries the transfer, and nobody's free. Overflow Rescue picks the caller back up and books a callback so they don't leave empty-handed. It doesn't call anybody on its own. It only talks to people who were already on the line.