Made with love and nicotine in San Francisco
4M+ Member Calls Handled

Medicare Voice AIMake Every Member YourCompounding Advantage

Voice AI|CRM|Dialer

The AI-native platform built for Medicare and ACA agencies who want to handle more members, deliver world-class service, and build a book that grows on itself - year after year.

1-min Assessment

Empower your team with your entire member journey in one place.

The Retention Suite

Stop Churn.
Start Compounding.

With a world-class AI member care team at your fingertips.

01
Greet Inbound Callers 24/7

The AI Receptionist That Already Knows Your Members

Existing Member

Greet by Name. Answer Instantly. Keep for Life.

Real-time benefits lookup means members never wait for answers

"Good news, Alex! Your plan does include dental coverage with a $35 copay."

CRM Context
Plan Kaiser Permanente HMO
Status Active
Tenure 2.5 Years
Profile Synced
02
Days 1-14

Getting to Effectuation

Stop the shop with a warm welcome

The most critical churn period is the first 14 days. We welcome every new member, verify they understand their plan, and ensure their ID card arrived.

Onboarding Checklist
Policy Approved
ID Card Received
First PCP Appointment
OTC Card Active
03
Months 3, 6, 9

Automated Plan Utilization & Member Education

Example Health: Hi John, you have $500 in dental benefits unused.

Help members get the most out of their plan on autopilot. Be their agent for life.

OTC Balance
$120.00
Active
Dental Allow.
$500.00
Avail
04
Month 11

The Renewal

Priority Outreach

Automate SOA & Secure Renewals Instantly.

We capture the Scope of Appointment (SOA) automatically via voice/SMS and tee up the renewal for your agents.

SOA 48-Hour Rule Compliant
Scope of Appointment
CMS Required Form
MB
Signature
Mary B.
Captured via Voice1/15/2025
New Feature

Introducing
Inquiries.

Human expertise. AI availability. Together at last.

Inquiries changes everything about member care. When questions go beyond the basics, your AI assistant creates a high-context Inquiry for your human team.

Inquiry Live Dashboard
Member
Jane Smith
Enrollment: 06-02-2025
Inquiry
Agent Review
Requires Response

Context: Member is seeking clarification regarding pharmacy networks.

careCycle Callback

Drafted answer reviewed, approved, then callback is handled automatically.

Manual Callback

Agent triages context, verifies details, then performs a manual outbound follow-up.

Context Engine

Member matched to CRM ID #8291. Pharmacy network validated via PBM API. Benefit details retrieved from 2025 Summary of Benefits.

Benefit Comparisons

Automated PPO vs HMO analysis

Provider Verification

Real-time network & doctor verification

Cost & RX Analysis

Out-of-pocket cost & tier analysis

Compliance Forms

Complex SOA & renewal authorization

Your team reviews the drafted answer, approves it with one click, and the AI calls the member back to resolve the issue instantly.

Your competitors can't serve every member at scale.

With careCycle, you can.
The Platform

Built for
Health Insurance

State of the art voice AI built specifically for Medicare and ACA distribution.

Medicare Data In-Built

careCycle assistants can quote Summary of Benefits details to your clients with perfect recall. No hallucinations, just data.

Plan Data In-BuiltBenefit SummariesPerfect Recall

Context First

The intelligence of models has gone up, but usefulness is flat. careCycle is built with context front and center.

"Meet Sarah, new to Medicare."

Compliant & Secure

Designed for sensitive PII and PHI. SOC 2 Type 2 and HIPAA compliant. Real-time monitored by 3rd parties.

SOC2 HIPAA

In Control

Stay in the driver's seat. Built with human agents and beneficiaries in mind first. Inquiries are triaged instantly.

Escalation RateOPTIMIZED

Ready to grow your book without growing your team?

Strategy & ROI

What is your retention rate costing you?

Take this 30-second assessment to quantify the benefit of a world-class retention team, autonomous and out of the box.

Complete the assessment to see your personalized results.

Pricing

For Innovators of All Sizes.

Select a plan and sign up for white glove onboarding with founding team members, no credit card required.

Independent Agent

Up to 1,000 members

"Your always-on receptionist and member care hub — for less than a part-time hire."

  • Always-on inbound receptionist
  • CRM + member profiles
  • Unified inbox & softphone
  • Pre-built campaign templates
  • Call recording & transcription
Get Your Time Back
Most Popular

Agency

Up to 5,000 members

"The retention operating system your team actually lives in."

  • Full retention campaign library
  • Campaign triggers & automations
  • Source tracking & routing
  • Dialer with call forms
  • Salesforce, HubSpot, AgencyBloc
  • Dedicated onboarding
Start Scaling

Enterprise

5,000+ members

"Compound your book with dedicated support and custom terms."

  • Everything in Agency, plus:
  • Multi-tenant / FMO support
  • Custom integrations (API)
  • Volume usage discounts
  • Custom SLA & HIPAA BAA
  • Forward-deployed engineer
Compound Your Book
Onboarding

How it Works

Sign up for a personalized onboarding call. White-glove support from forward-deployed engineers in voice AI since 2021.

Step 01

Discovery Call

We analyze your current workflow to identify high-impact automation opportunities.

Step 02

Configuration

Personalized onboarding, platform walkthrough, and agent configuration.

Step 03

Integration

White-glove integration support. Connects with leading CRMs and Dialers.

Step 04

Launch

Go live with a monitored pilot. Optimize based on real interaction data.