For Independent Agents

Your Book Grew. Your Team Didn't.

careCycle is the AI receptionist and care team for independent Medicare agents. Cora greets your members by name, answers their benefits questions, and follows up automatically, so every member gets the service of a big agency, and you get your nights and weekends back. No headcount. $0 per seat.

Why it matters

You did the hard part. Then the silence undoes it.

After Enrollment, the Silence Is Doing the Damage.

You built the trust, wrote the policy, and moved on to the next one. But after enrollment, most members hear nothing from you, and everything from your competitors. The day they enroll, the calls start: other agencies dialing 5, 10, more times offering a better plan. Carrier paperwork shows up and confuses them. They have a question at 7pm and your line goes to voicemail. They start to think, maybe I made a mistake, let me keep looking.

That is how you lose a member you already paid to acquire, and most of those losses happen in the first three weeks. Not because you do not care. Because there is no system running after the sale, and one person cannot call every member, every time. careCycle is that system. Cora runs it automatically, so nothing slips.

AEP Without the Chaos.

Every October you are writing new business while fighting to hold what you have. Members call with questions. New inquiries flood in. Your phone does not stop. Cora handles the surge. Every new member welcomed in 24-48 hours, renewal prep firing at month 11 with provider updates, Rx changes, and plan preferences captured before you pick up.

You walk into November prepared. Not exhausted.

What changes

A full member-services team, in one AI receptionist.

Always-on reception

The moment a member calls, Cora knows who they are, their plan, and their benefits. She greets them by name and answers coverage and provider questions in real time from their actual Summary of Benefits, and she remembers your last conversation, so members feel like a regular at their local diner. Members never reach voicemail. You never get pulled off your day to read a copay off a plan document.

Welcome calls that get there first

Every new enrollment triggers a personalized welcome call within 24 hours, reassuring the member who their agent is, recapping what to expect from the carrier, and answering first questions before a competitor calls.

The whole lifecycle, automated

Approval check-ins when the policy clears. Benefit-utilization reminders at months 3, 6, and 9. Renewal prep at month 11. You do not have to remember any of it.

Ancillary cross-sell you would never get to otherwise

Your members are your warmest leads for dental, vision, life, and annuities, and most independents never find the time to ask. Cora does it for you, timed to when members are most engaged with their coverage. You are already sitting on the revenue.

Appointment booking, hands-off

When a member needs to talk to you, Cora finds a time, books it, adds it to your calendar, and reminds you both. You show up knowing exactly who they are and why they are calling.

She knows when to get you

If a member asks something she should not answer alone, Cora tells them she will verify and call back, flags it for you with full context, and once you confirm, calls the member back with the answer. No guessing. No compliance risk.

Why independents choose careCycle

Built so one person can serve like ten.

Live in 5-10 minutes

Connect your CRM, MedicarePRO or GoGuru, or upload your member list, forward your existing number to careCycle, and Cora goes to work. Our founder personally onboards new agents. If you can use email, you can run careCycle.

$0 per seat

You are priced per active policy, not per head, so you can bring on a VA or a junior agent later at no extra cost.

Medicare-native and compliant

Cora is built for Medicare conversations, on recorded lines, with locked compliance phrasing and SOC 2 Type 2 + HIPAA security. She identifies herself as AI, and members still describe the calls as natural. They just know someone finally picked up.

Proof

Built on real Medicare conversations.

4.5M+ AI-handled member calls. Trained on real Medicare conversations.

Members greeted by name, 24/7, with their plan and history already loaded.

SOC 2 Type 2 + HIPAA. Backed by Y Combinator (W25).

Questions

What agents usually ask us.

Both. Independents often see the fastest results, because every automated touchpoint is time you win back directly. You do not need a team to run it. That is the point.

No. Cora identifies herself as an AI assistant at the start of the call, and members still describe the conversations as natural. She knows your members' names, plans, and benefits, remembers past calls, and speaks conversationally. What members notice is not the disclosure. It is that someone finally picked up.

No. Setup takes 5-10 minutes: connect MedicarePRO or GoGuru, or upload your list, forward your number, and you are live. Our founder personally onboards every new agent.

An always-on AI receptionist plus automated welcome calls. From there you can layer on approval check-ins, benefit reminders, renewal prep, ancillary cross-sell, and win-back as your book grows.

You pay a flat rate per active policy on your book, plus usage billed only for what you use. Every feature is included, and seats are always free ($0 per seat), however many people you add. A short call is enough to size it.

Next step

Run Like You Have a Team. Keep Working Like You.

Cora answers every call, welcomes every member, and follows up automatically, so great service no longer depends on you working nights and weekends.