01
Recognize the member.
Start with the caller, policy, plan, and prior relationship already in view.
Cora / AI receptionist
Every member call answered with the context already attached.
Cora is the always-on AI receptionist that recognizes members, answers plan questions, and knows when to bring in your team.
Receptionist
Ask careCycle⌘K
VT
Your AI receptionist, Cora
Jackiechange voiceActive
Phone Number
+1 (866) 555-0114
Inbound calls go to
AI Receptionist
Cora answers automatically and handles the conversation.
Direct to Agent
Ring live agents on the softphone during business hours.
Cora at work
Last 30 daysCora has been on the phone with your clients for over 41 hours, across 1,286 calls, 342 of them outside business hours.
Cora has helped your clients by answering plan questions 418 times. She has raised 96 inquiries to your agents and resolved 74 of them autonomously. For more pressing needs, Cora has scheduled 138 appointments.
Assistant Behaviors
Define how Cora handles each scenario during business hours and after hours.
| Scenario | Business Hours | After Hours |
|---|---|---|
Wants to speak to an agent Caller asks for a licensed agent by name or role. | Transfer CallSales Floor | Book AppointmentMedicare Review |
New quote request Turning 65 or shopping for new coverage. | Transfer CallSales Floor | Book AppointmentMedicare Review |
Plan or benefits question Copays, formulary, network, or coverage details. | Log Inquiry | ↳ Same as business hours |
Existing client service ID cards, PCP changes, address updates, claims. | Log Inquiry | ↳ Same as business hours |
Schedule a review Caller wants a callback or annual plan review. | Book AppointmentMedicare Review | ↳ Same as business hours |
Urgent or complaint Escalations and time-sensitive member issues. | Transfer CallSupervisor Line | Log Inquiry |
Add scenarioNewChanges save automatically
Member care should not begin with voicemail.
After enrollment, questions arrive at every hour. Benefits, providers, prescriptions, cards, and next steps all compete with the work already on an agent’s desk.
Cora gives the book a front door that is always open. It uses the member and plan context already in careCycle, resolves routine questions, and preserves a clear path to a human when judgment is required.
02
Answer from plan context.
Handle everyday coverage and benefit questions without sending agents back through documents.
03
Escalate without a reset.
Transfer, schedule, or create an inquiry with the conversation and member context attached.
How it works
Inside Cora.
01 / Plan knowledge
Answers grounded in the member’s actual coverage.
Cora references Summary of Benefits and Evidence of Coverage data to answer questions about copays, drug tiers, allowances, dental, vision, and network coverage.
The experience is conversational rather than a scripted phone tree, while questions that require verification move to the appropriate human workflow.
02 / Personalization
Members are greeted as people, not tickets.
Connected member data lets Cora recognize who is calling, which plan they have, and what history already exists with the agency.
Every interaction returns to the same member record, so the next conversation begins with context instead of another explanation.
03 / Escalation
Your rules decide what happens next.
Configure a live transfer, calendar appointment, or inquiry for the situations that need a person. Cora follows the selected path and carries the conversation forward.
The member gets a resolution path and the agent receives the reason for the handoff before saying hello.
04 / Voice and tone
A voice that represents the agency behind it.
Choose a professional, warm, or confident voice and test the experience with your own language before going live.
The introduction, escalation logic, and tone remain configurable so Cora feels like part of the agency rather than a generic answering service.
Questions
What teams ask about Cora.
Will my members know they're talking to AI?
Cora is transparent about what it is. Members get an immediate answer instead of voicemail, and the conversation remains connected to the agency that serves them.
What if a member asks something complicated?
Cora resolves what it can and escalates questions that require verification or judgment. Your team receives the member and conversation context with the handoff.
Can I customize how Cora represents my agency?
Yes. Voice, introduction style, and escalation logic are configurable around your agency’s workflow.
Does this replace my staff?
No. Cora handles routine volume and availability. Calls that require a human still reach a human with more context and less repetitive setup.
Is this only for independent agents?
No. Cora is included across careCycle plans and can cover a single book, an agency team, or a larger distributed operation.
Keep exploring
Related features
Retention, Member Care
Inquiries
When a member question needs judgment or verification, Inquiries brings the full conversation to an agent and returns the approved answer without losing the thread.
Retention, Sales, Revenue
Unified Inbox
Agents and AI employees work the same book from the same record, with ownership, policy context, conversations, and unresolved work visible together.
See it on your book
Give every member a reliable way back to your agency.
See Cora answer, resolve, and escalate a real member conversation inside the same system your team works from.
Book a demo