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.

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Main Line ReceptionistReceptionist
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On air · 3

Cora at work

Last 30 days

Cora has been on the phone with your clients for over 335 hours, across 10,418 calls, 2,771 of them outside business hours.

Cora has helped your clients by answering plan questions 3,386 times. Cora has raised 781 inquiries to your agents. Of those inquiries, 602 are now in a resolved state. Cora has scheduled 1,117 appointments.

Incoming call activity
Last 7 daysJul 11 - Jul 17

7/11/2026 to 7/17/2026

Calls
2,537
Reached calls
2,245
Contact rate
88.5%
Appointments created
276

2,423 incoming · 114 outgoing. Recorded activity does not establish business success.

View period calls

Recorded call outcomes

  • Call Completed781
  • Transferred577
  • Inquiry Raised423
  • Appointment Scheduled276
  • Identity Verified187
  • Message Delivered122
  • Customer Hungup106
  • Voicemail65

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.

01

Recognize the member.

Start with the caller, policy, plan, and prior relationship already in view.

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.

Is Cora compliant with HIPAA and CMS requirements?

careCycle is SOC 2 Type 2 certified and HIPAA compliant, running on private AI infrastructure with all operations onshore. Cora identifies herself as AI, calls run on recorded lines with locked compliance phrasing, and every interaction is stored and auditable.

How fast can an agency go live with Cora?

Most agencies are live in days, and larger rollouts in about two weeks. Onboarding is white-glove: careCycle connects your CRM and dialer, ingests your members, and runs a monitored pilot before full launch.

Keep exploring

Related features

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.

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