Sources
Know where every call and lead comes from and measure what converts.
Every lead and call in careCycle carries a source: the named origin it came from, whether that is a lead vendor, a ping-post call vendor, your website, or a mail campaign. Sources are how you answer the two questions every agency owner asks about marketing spend: where did this member come from, and which channels are actually converting.
Assign and Track Tasks
Follow-up work and policy requirements, assigned to the right person and visible until done.
Pre-Screen Inbound Calls and Track Your Sources
Have the AI answer and screen inbound callers from your ads and vendors, send the qualified ones to a licensed agent, book the rest, and see which sources pay off.