Product
The agency operating system for Medicare and ACA.
careCycle unifies CRM, phone infrastructure, and AI employees in one platform for every Medicare and ACA agency, built first for call centers and telephonic operations. Three suites work the same book across the full member lifecycle — sales, retention, and revenue.
Sales Suite
Turn every inquiry into an enrolled member.
AI-assisted intake, qualification, and enrollment support so agents spend their time on high-intent conversations, not lookups.
Explore →Retention Suite
Keep members engaged from effectuation through renewal.
Welcome touchpoints, plan questions, escalation routing, and renewal prep — with AI handling the routine work.
Explore →Revenue Suite
Compound the book you already have.
Utilization outreach, cross-sell workflows, and revenue plays that make the current book worth more without adding agents.
Explore →One record, every layer
CRM, dialer, AI employees, campaigns, and reporting share the same member and policy data, so nothing has to be synced between tools.
- System of record
- Member and policy records, writing agent and NPN, and the full communication timeline with tasks, inquiries, and outcomes.
- Phone infrastructure
- Dialer and agent softphone, inbound routing and queues, branded caller ID, number rotation, SMS and RCS, and recording with transcription and summaries.
- AI employees
- Cora, the inbound AI receptionist, plus outbound AI employees with per-scenario behaviors, warm transfer, and escalation.
- Campaigns and workflows
- Campaign templates, the Pulse cadence engine, the Assembly natural-language builder, trigger-based journeys, and a testing system.
- Agent workspace
- Inbox, inquiries, tasks, Call Forms, the agent dashboard, and the wallboard.
- Medicare knowledge
- Summary of Benefits data, provider and drug lookup, and a carrier address book.
- Compliance
- Scope of Appointment capture with ten-year retention, call recording with audit filters, and call scoring.
- Reporting
- Lead-source attribution, CPL and CPA by source, close rate by source and agent, app placement by writing agent, and book segmentation.
How careCycle works
The book comes in. Import by CSV. AI maps fields, cleans data, and assigns members by NPN. Work starts when the import finishes; full integrations average a few days.
Work is divided by license. Licensed agents advise, compare, recommend, sell, and enroll. AI employees handle the work that does not require a license.
Campaigns run. Build from templates or in plain language. Pulse handles timing, cadence, retries, and channel.
Calls create records. Every call is recorded, transcribed, summarized, and attached to the member. Call Forms fill record fields during the conversation.
Uncertainty escalates. Questions the AI cannot verify become inquiries for human review.
Licensed calls transfer warm. The agent gets the context before the transfer completes.
The record compounds. Human and AI activity land on one timeline that drives attribution, segmentation, and the next campaign.