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Retention Suite

The harsh reality of modern health insurance sales is that members typically remember the issuer of their plan — but rarely remember the name of your agency. The Retention Suite is designed to add automatic touchpoints post-enrollment to enhance your customer journey, build brand recognition, and reinforce your position as your member’s trusted advisor — ensuring you retain them through the next enrollment period and beyond. These campaigns have been tested across millions of calls with leading call center agencies and FMOs over the past two years.

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The Welcome Call

The Welcome Call is a post-enrollment touchpoint designed to:
  • Give members space to ask questions before their plan goes effective
  • Help them understand when they’ll receive their ID cards
  • Provide proactive tips on how to best utilize their plan
It also engages in stop-shopping — reassuring members that if they have questions, see advertisements, or receive calls from other agencies, they can call back your number 24/7 to speak with your receptionist, who can either answer their questions or connect them with you.

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The Approval Check-In Call

The Approval Check-In is typically triggered once a plan has gone effective. It ensures that members:
  • Have received their ID cards and Summary of Benefits
  • Understand the first steps to begin utilizing their plan
  • Are aware of their most important benefits and how to use them (including OTC card benefits, if available)
  • Have coordinated their first appointment with their primary care provider (PCP)

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ACA-Specific Campaigns

For ACA agencies, careCycle offers targeted campaigns including:
  • Binder payment reminders — Automated outreach to ensure members complete their first premium payment.
  • Binder payment error campaigns — Follow-up when payment issues are detected.
  • DMI outreach automation — Reduce risk to plan effectuation with automated touchpoints.
These campaigns ensure that no customer questions or issues fall through the cracks — every concern is raised as an inquiry, appointment, or transfer to your team. In each campaign, you can configure escalation preferences for scenarios specific to Medicare and ACA, from SSBCI verification questions to provider and prescription coverage, all the way to Form 1095 verification questions for ACA.

Campaigns Overview

How campaigns and Pulse work.

Sales Suite

Inbound and outbound prequalification campaigns.