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SECOND EDITION WHITEPAPER

Lifetime value is built in conversation.

Not at enrollment, but across every call that follows. Behavioral data from 3.7 million Medicare calls across 277,000+ members shows how continuous engagement drives retention and lifetime value.

$10M+ in protected revenue across partner agencies
99.72% resolution rate. Held at 4x scale, 16 months apart.
52 FTEs worth of capacity handled autonomously during AEP
3.7M+Calls
277K+Beneficiaries
$10M+Protected
HIPAACompliant

Read the full whitepaper.

Methodology, retention math, and the operational model behind $10M+ in protected revenue. All 22 pages.

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Get the complete report.

The preview covers the thesis. The full report breaks down the methodology, the unit economics, and every proof point across 3.7 million calls.

The Problem

Enrollment is not the finish line.

The member who stays five years is worth multiples of the commission you earned enrolling them. The member who leaves after one costs you money. Most agencies know this. Almost none can operationalize it.

Welcome calls, benefit education, renewals, 24/7 member access. Retention requires infrastructure that most agencies can't build with headcount alone. This whitepaper shows what happens when they stop trying to.

Trusted by Operators

Hear from the agencies and operators already running on careCycle.

"The flexibility your team offered, and the willingness to figure out our pain points and be creative with adding the AI element. It's been a complete game changer."

Joe Robinson

VP of Operations, Senior Healthcare Direct

"It's very impressive what you guys are doing. Everyone else is just trying to strap on services onto the existing model. It's not going to solve the underlying issue."

Laryssa Jardine

RateQuote

"Anything I can take off anyone's plate, including my own, is well worth my time and I think it's well worth the money."

Harold Weeks

RateQuote

"I think now we know what the scorecard looks like. Eventually, when we get further down the road, it's going to be real valuable for us."

Nick DeVita

RateQuote

"We've got 40,000 leads from this year that haven't been touched. Now we have a way to reach every single one of them."

Medicare agency operator

 

"The flexibility your team offered, and the willingness to figure out our pain points and be creative with adding the AI element. It's been a complete game changer."

Joe Robinson

VP of Operations, Senior Healthcare Direct

"It's very impressive what you guys are doing. Everyone else is just trying to strap on services onto the existing model. It's not going to solve the underlying issue."

Laryssa Jardine

RateQuote

"Anything I can take off anyone's plate, including my own, is well worth my time and I think it's well worth the money."

Harold Weeks

RateQuote

"I think now we know what the scorecard looks like. Eventually, when we get further down the road, it's going to be real valuable for us."

Nick DeVita

RateQuote

"We've got 40,000 leads from this year that haven't been touched. Now we have a way to reach every single one of them."

Medicare agency operator

 

What the Data Shows

A lifecycle that's running changes every number.

Every metric is behavioral. Timestamps, transcripts, dispositions. Not surveys.

$10M+

Protected Revenue

Across partner agencies through renewals, payment recovery, re-engagement, and cross-sell.

Behavioral Signal
14.15%

Inbound Return Rate

1 in 7 members called Cora back on their own after one outbound touch.

Resolution

99.72%

Held at nearly 4x scale. 16 months apart. Across an independent dataset.

Operational Leverage
52 FTEs

Peak Capacity

Handled autonomously during AEP. Zero hired.

How It Works

Three suites. One lifecycle. No gaps.

Sales, Retention, and Revenue. Powered by Cora. Start with one suite or run all three across every member, automatically.

Platform Performance

Infrastructure that grows lifetime value.

Lead qualification, welcome calls, benefit education, renewals, payment reminders, recovery, cross-sell, and 24/7 member care. All running automatically.

Availability
24/7/365
Resolution
99.72%
Peak Capacity
52 FTEs
Compliance
HIPAA

Start Now

Go live in minutes. Cora handles inbound calls, powers outbound campaigns, and keeps every member connected to your agency 24/7.

Talk to Us

For agencies and FMOs evaluating at scale. We'll review your book, show lifecycle gaps, and map what Cora fills.

About careCycle

careCycle is the AI-powered member lifecycle platform for Medicare distribution. Three integrated suites. Sales, Retention, and Revenue. Powered by Cora, the always-on AI voice assistant. HIPAA compliant. SOC 2 Type 2 certified. Y Combinator W25.

3.7M+ Medicare voice calls processed to date.
Continuously updated dataset.

Backed by Y Combinator and industry leading
Medicare Advantage organizations.

HIPAA Compliant
SOC 2 Type II