Retention Suite

World-class member care, without adding another service floor.

Welcome every member, answer everyday questions, surface risk, and prepare the next licensed conversation from one continuous relationship.

See the workflow

Receptionist

Ask careCycle⌘K

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 days

Cora 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

For agencies that have built a meaningful book and need every member to receive a consistent post-enrollment experience, regardless of agent workload or time of day.

Y Combinator W25SOC 2 Type 2HIPAA compliant

Hear this suite on the phone.

A real recording of a careCycle AI employee on a live call.

The day-one welcome call

Your AI employee welcomes a new member, confirms coverage, and sets next steps while the decision is still fresh.

1:01

Retention is the accumulation of small promises kept.

Members rarely leave because of one dramatic failure. They drift after unanswered questions, missed welcome calls, unclear benefits, and a renewal conversation that starts too late.

Retention Suite gives those moments a system. AI employees handle routine coverage and outreach, agents enter when expertise matters, and the complete relationship remains visible on one member record.

Show up after enrollment.

Run welcome, approval, benefit education, service, and plan-review workflows across the whole book.

Answer with member context.

Recognize the caller and use the policy, plan, and relationship history already inside careCycle.

Escalate the moments that matter.

Bring complex questions and risk signals to an agent with the conversation and evidence attached.

One relationship. Covered all year.

From the first welcome to the next plan review.

Retention Suite connects proactive outreach, inbound service, human verification, and renewal preparation so member care does not depend on memory or spare capacity.

Campaign Automations

2 active • 3 total

New Facebook lead → T65 dial

Trigger: Lead Created

Active

Policy issued → onboarding call

Trigger: Policy Created

Active

AEP wrap → Med Supp requal

Trigger: Campaign Completed

Off

Recent Outreach Calls

Walter Simmons

Jul 16, 4:18 PM

Call Completed

Gladys Turner

Jul 16, 2:07 PM

Voicemail

Norma Jean Whitaker

Jul 15, 3:36 PM

Not Interested

01 / Welcome

Reassure the member while the decision is still fresh.

Start the relationship with a consistent welcome, confirm what happens next, and surface questions before silence turns into doubt.

Trigger outreach from real policy events.

Keep every result on the member timeline.

Margaret Sullivan

(239) 555-0114

Assigned to Rosa Alvarez

Inbound call, 4:32 with AI ReceptionistAppointment Scheduled

Margaret reviewed the emailed comparison and prefers the Humana PPO.

Could we do 2:00 instead? I have a doctor’s visit that morning.

Margaret Sullivan, 11:02 AM

Of course — you’re rescheduled to Thursday at 2:00 PM. Rosa has been notified. See you then!

AI Receptionist, 11:02 AM

02 / Serve

Make everyday member questions easy to resolve.

Cora recognizes the member, uses the plan context in careCycle, and answers the routine questions that otherwise pull agents away from licensed work.

Cover inbound questions beyond office hours.

Preserve each conversation for the next interaction.

Inquiries

483 total

Walter Simmons9:07 AM

Medicare ID failed verification — needs re-check on file

UnresolvedMarcus Reed

Margaret Sullivan11:02 AM

Requested an enrollment review before switching to the Humana PPO

Appointment ScheduledRosa Alvarez

Bettye Lawson10:18 AM

Missing proof of LIS / Extra Help subsidy for her application

Pending ResolutionSarah Patel

Eleanor Whitfield8:52 AM

Asked whether her cardiologist is in-network on the Aetna plan

ResolvedRosa Alvarez

03 / Escalate

Bring judgment in without making the member start over.

When a question needs verification or expertise, an Inquiry carries the transcript, member, policy, and proposed answer to the right person.

Prioritize risk and compliance-sensitive questions.

Return the verified answer by human or AI callback.

Appointments

34 upcoming

Today

Enrollment Review: Harold Jenkins

10:00 – 10:30 AM · Jason Nguyen · Phone call (agent)

Confirmed

AEP Plan Comparison: Eleanor Whitfield

1:15 – 1:45 PM · Rosa Alvarez · Phone call (agent)

Confirmed

New Enrollment Follow-up: Walter Simmons

4:30 – 5:00 PM · Michael O'Brien · Phone call (AI)

Scheduled

Saturday, July 18, 2026

Medicare 101 Consult: Raymond Delgado

9:30 – 10:00 AM · Kevin Brooks · Video call

Confirmed

Benefits Check-in: Gladys Turner

11:00 – 11:30 AM · Danielle Fox · Phone call (AI)

Scheduled

04 / Prepare

Enter renewal season with the relationship already warm.

Capture providers, prescriptions, preferences, and unresolved needs before the licensed plan review so the agent begins with the real decision context.

Run preparation consistently across the book.

Schedule the licensed conversation with context attached.

The math

Model the value of a member-care system that keeps showing up.

Start with the size of your book and the workflows your team wants to cover. The calculator routes you to the right next step without turning generic retention claims into your forecast.

Onboarding

From book data to the first live workflow.

A forward-deployed team maps the member journey with you, configures escalation and ownership, and validates the first conversations before expanding.

Map the member journey.

Choose the moments after enrollment that need consistent outreach, service, or review.

Connect the record.

Bring member and policy context into careCycle through the systems already running the book.

Define ownership.

Set the transfer, appointment, inquiry, and task rules that determine when a human steps in.

Launch and refine.

Review real conversations, tune the workflow, and expand coverage across the lifecycle.

See it on your own book

Give the relationship a system that outlasts any one agent.

See Retention Suite welcome a member, answer a plan question, escalate the complex work, and prepare the next licensed conversation without losing context.