The day-one welcome call
Your AI employee welcomes a new member, confirms coverage, and sets next steps while the decision is still fresh.
1:01
Built for Medicare and ACA agencies.
The agency operating system that compounds your book for you.
Become an AI-native brokerage. Write more business, stickier business, with a fraction of the headcount.
The unified system of record you need to scale.
As you scaled your team, you scaled your tooling. Now your agency runs across a stack of systems duct-taped together. careCycle is the unified system of record that gives you the data integrity you need to make decisions and adopt AI with confidence.
Customers
Ask careCycle⌘K
VT
Customers
6,318 customers across 6 campaigns
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AllLeadsCustomers
| Customer | Phone | Disposition | Campaign | Assigned To | Last Contact | |
|---|---|---|---|---|---|---|
| Eleanor Whitfield · 72 | (602) 555-0148 | Qualified | Medicare AEP 2026 – Inbound | RARosa Alvarez | 2m ago | |
| Harold Jenkins · 68 | (813) 555-0132 | Appointment Scheduled | Medicare Advantage – FL | JNJason Nguyen | 14m ago | |
| Dorothy Callahan · 76 | (480) 555-0197 | Transferred | Final Expense – Live Transfers | SPSarah Patel | 38m ago | |
| Walter Simmons · 64 | (704) 555-0119 | New Customer | T65 Turning-65 Outreach | MOMichael O'Brien | 1h ago | |
| Gladys Turner · 79 | (305) 555-0163 | Voicemail | DSNP Dual-Eligible | DFDanielle Fox | 2h ago | |
| Eugene Fitzpatrick · 71 | (614) 555-0186 | Qualified | Med Supp Aged Leads | MRMarcus Reed | 4h ago | |
| Norma Jean Whitaker · 74 | (918) 555-0141 | Not Interested | T65 Turning-65 Outreach | PSPriya Shah | 6h ago | |
| Raymond Delgado · 66 | (210) 555-0177 | Appointment Scheduled | Medicare AEP 2026 – Inbound | KBKevin Brooks | Yesterday | |
| Betty Lou Hargrove · 81 | (423) 555-0125 | Busy/No Answer | DSNP Dual-Eligible | TWTanya Willis | Yesterday | |
| Clarence Boyd · 69 | (919) 555-0158 | Identity Verified | Medicare Advantage – FL | RARosa Alvarez | 2d ago | |
| Phyllis McCray · 77 | (504) 555-0109 | Do Not Call | Med Supp Aged Leads | DFDanielle Fox | 3d ago | |
| Arthur Pemberton · 73 | (717) 555-0134 | Qualified | Final Expense – Live Transfers | JNJason Nguyen | Jul 14 |
Showing 1–12 of 6,318 customers
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Live demo. Click anything.
Y Combinator W25SOC 2 Type 2HIPAA compliant
World-class fronters, member service, and cross-sellers.
At scale. On autopilot.
In the system your agents already work from, built with AI in its veins. No recruiting, no training, no per-seat software. Every hour goes back to your agents to sell.
+15%
Higher effectuation on Medicare Advantage policies
−20%
Lower cost per acquisition
19 yrs
Of full-time phone work with Medicare members, already done
Hear it on the phone.
Three real calls: a member welcomed, a plan question answered, a new lead qualified.
A dental question, answered
A member calls about dental coverage. Your AI employee answers from plan context and hears the ancillary opening.
1:38
Speed to lead, pre-qualified
Your AI employee fronts a brand-new lead in seconds and qualifies it for Medicare Parts A and B before an agent picks up.
1:33
One platform to work your entire book and save agent time.
Most agencies run on taped together software. A dialer here, a CRM there, a spreadsheet for the book, three logins to answer one member's question. careCycle is the single platform that does all of it.
Your agents run the floor. Now they run it with help. careCycle lets you put AI employees to work beside your team, taking the calls that don't need a license, the welcome calls, the check-ins, the renewals, the after-hours questions, so your agents spend their hours on the ones that do: advising, selling, closing. An agent picks up a live transfer that's already been screened and prepped, while an AI employee works the next hundred newly enrolled members beside them. Same book, same screen, same time.
A member's answered at 8pm and the inquiry lands on an agent's desk in the morning, full context attached. Nothing to look up. Nothing to re-ask. Humans and AI, one floor, one record, no handoffs between systems that don't talk.
You don't run careCycle next to the tools that run your agency. careCycle is the tool that runs your agency.
AI teams for every part of the Medicare beneficiary lifecycle.
Write more applications with Sales Suite, retain more members with Retention Suite, and increase your LTV with Revenue Suite. Every part of the lifecycle worked, without adding a single hire.
Sales: Turn your book into your best source of new business.
AI employees front new leads in seconds and vendor source tracking shows which ones stick, so you buy more of what builds the book. No bigger floor.
Explore the Sales suite01Speed to lead, pre-qualified
02Source tracked at intake
03Campaign launched across the list
04Scope captured, member transferred
Retention: Keep every member, without hiring a bigger team.
AI employees stay in front of every member, welcome calls, check-ins, the questions that lead to churn, so business sticks. No new headcount.
Explore the Retention suite01Welcome & approval calls
0230, 60, 90 day check-ins
03Plan review before AEP
Revenue: Increase ancillary attachment rate on autopilot.
Your Medicare book is an untapped goldmine. Contact members at scale from a trusted voice, and watch LTV soar.
Explore the Revenue suite01Segment your book
02Engage members
03Seamlessly hand off to licensed agents
Every idea you've shelved because you couldn't staff it.
Reactivate last year's aged leads. Call every member turning 65. Sweep the book for plan-change saves. Send payment reminders before the lapse. Point an AI employee at any of it. No job posting, no ramp, no January layoffs. What used to take a hire now takes an afternoon.
See it for yourself
One screen that changes your unit economics.
Everything your agency runs on, in one place, with AI employees working the book beside your team. Every hour spent stitching six systems together is an hour not selling, and every member you can't reach is margin out the door. careCycle collapses that: more members handled, more business written, more time back, on the headcount you already have. Every day on legacy software, it costs you.
4 million calls and counting.
Nobody in Medicare knows AI like us. Nobody in AI knows Medicare like us.
It shows up in the details nobody thinks to build:
01
No call ever dead-ends.
Overflow doesn't go to voicemail. The AI books it a slot on your calendar, so every missed call comes back as a booked appointment.
02
The fields fill themselves.
MBI, date of birth, effective date, heard on the call and written to the record as your agent talks. The double-entry tax, gone.
03
Your name shows up. Inbound and out.
A text from your agency lands seconds before you dial, so the phone rings with your name. Your main line gets carrier-verified branded ID for a fraction of the usual price. Members recognize you before they answer.
04
Your best agent trains the rest.
careCycle sees whose members call back, and why. One agent's book asks about networks 5x more? They skipped something at enrollment. A coaching signal, not a QA checklist.
05
A full book, live in nine days.
Drag in your CSV. AI maps it, cleans it, assigns every member by NPN. Ninety days of migration in about nine.
06
Compliance, the moment it's needed.
When a call needs a scope of appointment, careCycle captures it on the spot, stored ten years and filterable for audit. Built with FMOs.
07
Your data never leaves.
The AI runs on-prem. Nothing goes to OpenAI, Anthropic, or Google.
"It clicked when I saw the AI check in on a member my floor hadn't touched since enrollment. That call used to never happen. Now every member gets one, and our retention is the best it's ever been, without me hiring a soul to do it."
A call center owner · 20+ agents
The math
The more of your book you work, the more it returns.
Turn on a suite and watch the math move. Retention saves the members you'd have lost. Revenue opens products they'd have bought from someone else. Sales tells you which leads are worth buying again. Stack them, and the return compounds. Most agencies run one by hand and call it a day. careCycle runs all three, on every member, at once.
No migration. No rip-out.Live as soon as you import your book.
careCycle runs standalone as your whole system, runs alongside the tools your floor already knows, or runs off nothing but a CSV. Some agencies manage their entire book from the upload tool alone. However you start, you're working members as soon as your book is in.
01
Standalone.
The whole system, on its own. Dialer, CRM, AI employees. Nothing else required.
02
Alongside your tools.
Keep your subscriptions. careCycle works with the platforms your floor already runs.
03
Just a CSV.
Drag in your book. AI maps it, cleans it, and you're live. Some agencies never connect anything else.
See the upload toolSee it on your own book
Start compounding your book.
Every day on your legacy stack is costing you your future, and AEP won't wait. See careCycle work your book, live, in one call. For call centers and telephonic agencies with 15 or more agents.