Speed to lead, pre-qualified
Your AI employee fronts a brand-new lead in seconds and qualifies it for Medicare Parts A and B before an agent picks up.
1:39
Sales Suite
Turn every lead into a live, qualified conversation.
Respond the moment intent appears, qualify naturally, and hand the right lead to the right agent with the conversation already attached.
Dialer Wallboard
Ask careCycle⌘K
VT
LiveProductivitySources
Dialer Wallboard
Real-time agent state across all campaigns.
Agents Online8
Active Calls3
Live33%
3
In-Call
22%
2
Available
11%
1
Wrap-Up
22%
2
Busy
11%
1
Offline
Search by name or email…
All campaigns
| Agent | Status | Duration | Campaign | Phone Number | |
|---|---|---|---|---|---|
RA Rosa Alvarez ralvarez@meridiansb.com | In-Call | 12m 48s | Medicare AEP 2026 – Inbound | (561) 555-0134 | |
JN Jason Nguyen jnguyen@meridiansb.com | In-Call | 6m 02s | T65 Turning-65 Outreach | (813) 555-0187 | |
DF Danielle Fox dfox@meridiansb.com | In-Call | 1m 37s | Final Expense – Live Transfers | (904) 555-0119 | |
SP Sarah Patel spatel@meridiansb.com | Wrap-Up | 2m 14s | — | — | |
MR Marcus Reed mreed@meridiansb.com | Available | 18m 45s | — | — | |
PS Priya Shah pshah@meridiansb.com | Available | 4m 09s | — | — | |
MO Michael O'Brien mobrien@meridiansb.com | Busy | 32m 10s | — | — | |
KB Kevin Brooks kbrooks@meridiansb.com | Busy | 11m 26s | — | — | |
TW Tanya Willis twillis@meridiansb.com | Offline | — | — | — |
For agencies buying or generating meaningful lead volume that need faster response, cleaner qualification, and a reliable path to the licensed agent.
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 lead is most valuable before it has time to go cold.
Most acquisition systems stop at form capture. A name lands in a queue, an agent gets to it when they can, and the agency pays for every minute between intent and conversation.
Sales Suite starts the response immediately. It holds the first conversation, captures the source and qualification context, then transfers or schedules the prospect without making your agents work a colder list.
Respond while intent is live.
Meet every inbound lead as it arrives, including after hours and while the licensed floor is already busy.
Qualify in conversation.
Capture eligibility, product interest, and buying intent naturally instead of adding another form or agent task.
Route with the context intact.
Transfer qualified prospects or schedule the next-best time with the source and conversation attached.
One lead. One continuous handoff.
From first signal to the right agent, without the dead air.
Sales Suite connects response, qualification, transfer, and scheduling so the acquisition journey does not break between systems or shifts.
Leads Dialed
6,233
6 lead sources
Contact Rate
48.9%
3,047 contacted
Recent Calls
Live| Name | Agent | Disposition | Duration |
|---|---|---|---|
| Eleanor Whitfield | AIAI Receptionist | Qualified | 4m 12s |
| Harold Jenkins | AIAI Receptionist | Appointment Scheduled | 6m 48s |
| Dorothy Callahan | SPSarah Patel | Transferred | 11m 05s |
| Walter Simmons | AIAI Receptionist | Call Completed | 3m 34s |
01 / Respond
Start the conversation while the lead is still choosing.
The response sequence begins as soon as the lead arrives, keeping every source covered without waiting for an agent to become free.
Handle web and inbound leads around the clock.
Keep source attribution tied to the first conversation.
MS
Appointment ScheduledMargaret Sullivan
(239) 555-0114
AI
Spoke with AI Receptionist
Inbound call · 4:32 · Medicare AEP 2026 – Inbound
- Margaret reviewed the emailed comparison and prefers the Humana PPO.
- Booked an enrollment review with Rosa Alvarez — Thu, Jul 23 at 10:30 AM.
Inquiry Raised
Requested an enrollment review before switching to the Humana PPO
MinorP4Plan InformationAppointment Scheduled
02 / Qualify
Learn what an agent needs before the handoff.
The AI employee asks the eligibility and intent questions that determine whether the prospect is ready for a licensed conversation.
Capture structured fields from a natural call.
Keep the transcript and qualification on one record.
Agents Online8
Active Calls3
Live| Agent | Status | Duration | Campaign |
|---|---|---|---|
RARosa Alvarez | In-Call | 12m 48s | Medicare AEP 2026 – Inbound |
JNJason Nguyen | In-Call | 6m 02s | T65 Turning-65 Outreach |
DFDanielle Fox | In-Call | 1m 37s | Final Expense – Live Transfers |
SPSarah Patel | Wrap-Up | 2m 14s | |
MRMarcus Reed | Available | 18m 45s |
03 / Transfer
Send the right lead with the whole story attached.
Qualified prospects move to an available agent with the source, current situation, and reason for calling already visible.
Give agents a concise brief before hello.
Continue the conversation instead of restarting it.
Appointments
34 upcomingToday
10:00 – 10:30 AMConfirmed
Enrollment Review · Harold Jenkins
Jason Nguyen · Phone call (agent)
1:15 – 1:45 PMConfirmed
AEP Plan Comparison · Eleanor Whitfield
Rosa Alvarez · Phone call (agent)
4:30 – 5:00 PMScheduled
New Enrollment Follow-up · Walter Simmons
Michael O'Brien · Phone call (AI)
Saturday, July 18, 2026
9:30 – 10:00 AMConfirmed
Medicare 101 Consult · Raymond Delgado
Kevin Brooks · Video call
04 / Schedule
Keep momentum when nobody is free.
When a live transfer is not possible, Sales Suite finds the right calendar and books a time that works across teams and timezones.
Use live availability rather than manual follow-up.
Carry qualification context into the scheduled call.
The math
See what a cleaner lead path could change.
Bring your own lead volume, acquisition costs, and operating assumptions. We will work through them with you on a short call, rather than treating generic conversion claims as your forecast.
Onboarding
From lead source to live handoff.
A forward-deployed team maps the acquisition path with you, configures the first qualification flow, and validates every transfer before expansion.
01
Map the funnel.
Choose the lead sources, response rules, and first workflow to bring into careCycle.
02
Define qualification.
Set the questions, required fields, and conditions for transfer or scheduling.
03
Connect the floor.
Route prospects to agents, calendars, campaigns, and the systems your team still needs.
04
Launch and refine.
Monitor real conversations, tune the handoff, and expand from the sources that perform.
See it on your own funnel
Make every lead easier to work.
See Sales Suite answer a new lead, qualify the conversation, and hand the right moment to an agent without losing the context that made the lead valuable.