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.
Become the AI-native brokerage your competition can't catch.
Book 15 minutes at booth 719 and discover the hidden value in your book.
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
Platform module
Dialer
Inbound and outbound with source tracking, routing, missed-call recovery, recording, and transcription.
Platform module
Unified Inbox
AI escalations, policy tasks, and team assignments in one operational queue.
Platform module
Campaign Templates
Pre-built welcome calls, benefit reminders, lead nurture, and cross-sell campaigns, ready to deploy out of the box.
Capabilities
Platform module
Campaign Triggers
Welcome calls, benefit reminders, lead nurture, and cross-sell campaigns dispatched automatically.
Capabilities
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.
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?
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.