Your Book Grew.Your Team Didn't.
careCycle is the AI-native platform that runs your whole book after the sale. Cora, your AI receptionist, greets members by name and answers their benefits questions, while automated campaigns follow up at every moment that matters — so you deliver world-class service to every member, without working nights and weekends to do it.
There's No System Running After Enrollment.
You did the hard part. You built trust, wrote the policy, and moved on to the next one. But after enrollment, most members hear nothing — until a competitor calls.
Not because you don't care. Because there's no system running after enrollment. Welcome calls don't go out. Questions go unanswered. Members drift. And by the time you notice, it's too late.
careCycle is that system. It runs automatically, so nothing falls through.
AEP Without the Chaos.
Every October, you're writing new business while fighting to hold what you already have. Members call with questions. New inquiries flood in. Your phone doesn't stop.
careCycle handles the surge. Every new member gets a welcome call within 24–48 hours. At month 11, renewal prep goes out automatically — provider updates, Rx changes, plan preferences captured before you even pick up the phone.
You walk into November prepared. Not exhausted.
What careCycle Does for You.
01 / CapabilityCora, Your AI Receptionist — Always On
The moment a member calls, Cora knows who they are, what plan they're on, and what their benefits include. She greets them by name and answers coverage questions and provider lookups in real time — pulled directly from their Summary of Benefits. Members never reach voicemail. You never get pulled off a call to answer a benefits question.
02 / CapabilityWelcome Calls
Every new enrollment triggers a personalized welcome call within 24–48 hours. Interactive, personalized, and designed to answer the questions members have right after they sign up — before a competitor has a chance to call them first.
03 / CapabilityLifecycle Campaigns, Automated (Retention Suite)
Your Retention Suite runs the whole post-enrollment journey: approval check-ins when the policy clears, benefit education at months 3, 6, and 9 — OTC balances, dental allowances, preventive care — and AEP renewal prep at month 11. Every touchpoint runs automatically, so your members hear from you consistently — without you having to think about it.
04 / CapabilityAncillary Cross-Sell (Revenue Suite)
Your existing members are your warmest leads for dental, vision, life, and annuities — and most independent agents never get around to asking. The Revenue Suite does it for you: automated outreach to your book, timed around moments when members are most engaged with their coverage. You don't need new leads. You're already sitting on the revenue.
05 / CapabilityAppointment Scheduling
When a member needs to talk, careCycle handles the back-and-forth. It finds a time, books the appointment, adds it to your calendar, and sends reminders to both of you. You show up knowing who they are, what plan they're on, and why they're calling. They feel taken care of before you even say hello.
A few things agents usually ask us.
careCycle works at any scale — including for independent agents managing a book on their own. Independents often see the fastest results because every automated touchpoint is time they win back directly. You don't need a team to run it. That's the point.
No. Cora and her teammates are built specifically for Medicare conversations and trained on tens of thousands of hours of real beneficiary calls. They know your members' names, their plans, and their benefits. They speak naturally and make members feel heard — not processed. Most members have no idea they're talking to AI. They just know someone picked up.
No. careCycle is designed to be plug-and-play. You pick your Receptionist number, import your book of business, and our guided setup walks you through the rest — no engineer required. Voice features go live quickly. SMS takes a little longer because carriers require a one-time federal registration (10DLC) that clears in a couple of weeks — we handle that filing for you. The more of your book you bring in, the more Cora can do from day one. If you can use email, you can run careCycle.
Right away you get Cora as your always-on receptionist plus welcome calls. From there your Retention Suite adds approval check-ins, benefit education, AEP renewal prep, and win-back outreach, and your Revenue Suite adds ancillary cross-sell. Most independents start with two or three campaigns and expand as they see results.
$250/month for up to 1,000 members. If your book is larger, plans scale from there. You can get started today without a sales call — sign up directly, import your book, and start running voice campaigns right away. (SMS turns on once your one-time carrier registration clears, usually within a couple of weeks.)
Start Today.
No Sales Call Required.
If your book has fewer than 5,000 members, you can sign up right now, import your book, and start running campaigns — no sales call required.