Sales Campaigns
Inbound and outbound prequalification campaigns so agents connect with eligible, interested customers.
The Sales Suite offers campaigns designed to make sure your agents always connect with customers who are eligible and interested in shopping for plans.
Inbound Prequalification
A prescreener solution that captures key information from inbound callers before warm-transferring to your agents. In the process, careCycle handles vendor source tracking so you can easily compare performance across inbound call sources and optimize your media spend.
Outbound Prequalification
A speed-to-lead automation tool that lets you configure a Pulse to maximize contact rates on new leads while ensuring those leads are properly verified and prequalified for both intent and eligibility before being warm-transferred to a licensed agent.
Campaigns Explained
Campaign structure and Pulse.
Transfer Destinations
Dynamic transfer and fallback for Sales Suite.
Ping-Post
Let vendors check agent availability before transferring live callers.
Retention Campaigns
Post-enrollment retention campaigns.
Revenue Campaigns
Cross-sell and ancillary revenue on your existing book.