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Sales Suite

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.
Sales Suite campaigns are available on Call Center and Enterprise tiers.

Campaigns Overview

Campaign structure and Pulse.

Transfer Destinations

Dynamic transfer and fallback for Sales Suite.

Retention Suite

Post-enrollment retention campaigns.

Revenue Suite

Coming soon.