Keep Policy Data Current
Keep your book of business up to date automatically with an integration or the API.
Your campaigns are only as good as the data behind them. Welcome calls key off enrollment dates, check-ins key off effective dates, and save calls fire when a policy's status changes. If careCycle doesn't hear about a new policy or a cancellation, those campaigns don't either. So keeping your book current is basically keeping your retention running.
The way to do that is to connect the system where you write your business, so new enrollments flow into careCycle on their own, and to have a plan for getting status changes like cancellations in quickly.
Connect an integration
Set it up once and new business flows in on its own:
- Spark: sends new policies sold and updates to the policies it knows about, as Active or Pending.
- ConnectureDRX: sends new enrollments as Pending when your agents submit Medicare applications in PlanCompare.
- HealthSherpa: submitted enrollments flow into careCycle as customers and policies automatically. See Connect HealthSherpa.
See Connect Your CRM for Spark and ConnectureDRX setup.
Spark and ConnectureDRX don't send cancellations. To catch those, have your developer send status changes through the API, or import a list of cancellations when you get one, so automations like Win-Backs still fire.
Build with the API
If you've got a developer, or a system we don't connect to natively, the sync endpoints for Medicare and ACA push customers and policies straight in. See API Keys to get started.
When a sync changes a policy's status (say, from Active to Future Cancel), that counts as a status change, so automations like Win-Backs pick it up.
Which one should you use?
| Approach | Best for |
|---|---|
| Spark | Ongoing sync of new and updated policies (Active or Pending). |
| ConnectureDRX | New Medicare enrollments as they're submitted. |
| HealthSherpa | Pulling in enrollments you submit through HealthSherpa. |
| API sync | Custom systems your developer can connect directly. |
Not sure which fits? Your careCycle representative can help you pick.
What about imports?
Importing a file is how you bring your book in the first time, and it's handy for a one-off bulk update. It isn't a way to stay current, though: anything that changes after the upload won't reach careCycle until you import again.