Made with love and nicotine in San Francisco
BenefitsPRO Broker Expo 2026 · Exhibitor

Grow LTV on Autopilot with AI Employees.

Raise retention. Raise ancillary attachment rate. Reclaim your leverage with the only agency OS built for benefits brokers who play the long game.

BenefitsPRO · Booth 719

Become the AI-native brokerage your competition can't catch.

Book 15 minutes at booth 719 and discover the hidden value in your book.

Platform

Everything your agency runs on, in one workspace.

CRM, dialer, voice AI, and escalation management. AI and human agents working side by side.

Core workspace

CRM

Full member profiles, policy data, and contact history. Dispatch AI or pick up the phone yourself.

Capabilities

Member profilePolicy dataContact history

Platform module

Dialer

Inbound and outbound with source tracking, routing, missed-call recovery, recording, and transcription.

Capabilities

InboundOutboundSource routing
View feature page

Platform module

Unified Inbox

AI escalations, policy tasks, and team assignments in one operational queue.

Capabilities

AI escalationsPolicy tasksTeam queue
View feature page

Platform module

Campaign Templates

Pre-built welcome calls, benefit reminders, lead nurture, and cross-sell campaigns, ready to deploy out of the box.

Capabilities

Lead nurtureWelcome motionCross-sell

Platform module

Campaign Triggers

Welcome calls, benefit reminders, lead nurture, and cross-sell campaigns dispatched automatically.

Capabilities

Lead nurtureWelcome motionCross-sell

Trust and compliance

SOC 2 Type 2 · HIPAA · CMS-Ready · On-Premise AI Infrastructure · Y Combinator W25 · FMO-Agnostic

Connects with

MedicarePRO · GoGuru · Salesforce · HubSpot · AgencyBloc

At the Show

We'll be at Booth 719. Come find us.

BenefitsPRO Broker Expo 2026. April 28–30. Hyatt Regency McCormick Place, Chicago.

Stop by for a live walkthrough of the platform or book a slot below and skip the line.

Booth 719 · Hall A · careCycle team on-site all three days.

Live demo form

Hear your personalized member-care flow.

Same live assistant used by agency teams today. Select your carrier and plan, then call your demo line.

  • Choose carrier + plan for the scenario.
  • Submit once to generate your live line.
  • Call and hear the full member experience.

Prefer a full platform walkthrough?

Next step

Stop losing the members you already won.

Book 15 minutes with the careCycle team at Booth 719 and map your retention rollout live.

Independent agent? Start here. Sign Up.

Frequently asked questions

Two weeks. Not two quarters. White-glove onboarding from forward-deployed engineers who have done this since 2021.

  1. 1. Discovery call. We map your workflow and identify high-impact areas.
  2. 2. Configuration. Personalized setup, assistant configuration, and campaign templates.
  3. 3. Integration. We connect your CRM and dialer, or you use ours.
  4. 4. Launch. Monitored pilot, optimized on real interaction data.

careCycle handles the routine: benefit questions, welcome calls, scheduling, and outreach. When a conversation needs judgment, it creates an Inquiry. Your agent reviews it, provides the answer, and careCycle calls the member back. No dropped handoffs.

Purpose-built assistants for inbound reception, welcome calls, benefit education, at-risk outreach, renewal campaigns, lead qualification, and appointment scheduling.

It can. careCycle includes a full CRM, built-in dialer with recording and transcription, lead routing, and campaign automation. If you prefer your current stack, we integrate with MedicarePRO, GoGuru, Salesforce, HubSpot, and AgencyBloc.

No. careCycle is FMO-agnostic. You keep your contracts, your relationships, and your business. We are the technology layer, not a distribution play.

SOC 2 Type 2 certified. HIPAA compliant. CMS-ready. Fully private on-premise AI infrastructure. All operations onshore and monitored by third parties in real time.

Three tiers: Independent Agent, Agency, and Enterprise. We will walk through your ROI on a call.