Connect Your CRM
Keep your customer and policy data current by connecting Spark, ConnectureDRX, HealthSherpa, or your own system.
Your first import gets your book into careCycle. Connecting your CRM (or your enrollment platform) keeps it current after that: new enrollments, policy status changes, and everything else that happens after day one.
That matters more than it sounds. Up-to-date data is what lets your AI employees greet members by name and talk about their actual plan, and it's what fires your automations. A Win-Back can't start if careCycle never hears the policy went to Future Cancel.
What's on Settings > Integrations
Go to Settings > Integrations. Here's what you'll find today:
| Card | What it does | Who sets it up |
|---|---|---|
| Spark | Receives book-of-business updates from Spark: policy status changes and new policies sold. | Admin, once for the agency |
| ConnectureDRX | Receives enrollment data from PlanCompare after your agents submit Medicare applications. | Admin, once for the agency |
| PlanCompare Account | Lets you start enrollments in PlanCompare right from careCycle. | Each agent |
| HealthSherpa Webhook | Receives enrollment data when your agents submit applications in HealthSherpa. | Admin, once for the agency |
| HealthSherpa Account | Lets you quote and enroll customers in HealthSherpa right from careCycle. | Each agent |
| Google Calendar and Microsoft Outlook | Sync appointments with your calendar. See Connect Your Calendar. | Each person |
The agency-wide connections (Spark, ConnectureDRX, and the HealthSherpa Webhook) need developer settings access, which Owners and Admins have. If you don't have it, you'll see Admin only on the card, or the Spark card won't show up at all.
Spark
Click Connect to Spark, then Generate webhook URL. Then in Spark:
- Log in to Spark at platform.sparkadvisors.com.
- Open Manage platform data. In the Spark Back Office, go to Back Office > Manage platform data.
- Add the webhook URL. Click Add Webhook URL and paste in the URL from careCycle.
- Test the connection. Click Test URL in Spark to send a sample and make sure it's working.
Good to know:
- Spark only sends contacts with an active or pending policy.
- Updates usually show up within a few seconds.
- If you're an LOA Agency Principal, you have to invite all your agents to the LOA platform for updates to come through for the whole agency.
ConnectureDRX (PlanCompare)
Click Set up on the ConnectureDRX card and generate your webhook URL. Send it to your ConnectureDRX customer success rep, and they'll hook it up on their end. That's it.
From then on, when an agent completes a Medicare enrollment in PlanCompare ONE, PlanCompare Edge, or PlanCompare Edge for Agents, careCycle matches it to an existing customer (by MBI, name, or date of birth) or creates a new one, and adds the policy as Pending with the plan details filled in. Duplicate enrollments (same confirmation number) are ignored.
The PlanCompare Account card is separate. It's for agents to start enrollments from careCycle. If it says Not available, the integration hasn't been turned on for your agency yet, so reach out to us.
HealthSherpa
HealthSherpa has two halves, the webhook (enrollments come in) and each agent's account (quoting goes out). The full walkthrough is in Connect HealthSherpa.
Don't see your CRM?
If your CRM isn't on the list (MedicarePRO, GoGuru, AgencyBloc, and so on), you've got two options:
- Import a CSV. Export from your CRM and bring it in through Import Contacts. You can re-import any time to update people. See Keep Policy Data Current.
- Ask us. Email integrations@carecycle.ai and tell us which CRM you use. That's how new integrations get on our list.
Enterprise and custom CRMs
Running a custom Salesforce, BigQuery, HubSpot, or home-grown system? You can push your data straight into careCycle with our sync API. Look over the sync endpoints, then talk to your careCycle account manager to scope it out.
You'll need an API key, which you create at Settings > Developer > API Keys. See API Keys.