careCycle
The agency operating system that compounds your Medicare and ACA book with AI employees
careCycle is an agency operating system for Medicare and ACA insurance agencies, combining a CRM, dialer, unified inbox, and AI receptionist (Cora) so licensed agents and AI employees work from the same member record. It addresses the gap between enrollment and ongoing member care, where agencies typically rely on memory, spreadsheets, and manual outreach.
Core features include the Dialer for inbound and outbound calls with call recording and transcription, a Unified Inbox, Inquiries for routing member questions to agents, Source Tracking for campaign attribution, and HealthSherpa integration for quoting and enrolling from the call form. Campaigns, reporting, and integrations with platforms like MedicarePRO, GoGuruX, EnrollHere, and Salesforce are also available. Suite modules cover Sales, Retention, and Revenue workflows across the member lifecycle.
careCycle is built for licensed agents, supervisors, QA, and support staff at insurance agencies. Pricing is a flat rate per active policy plus usage-based charges, with seats included at no additional cost. All features—AI employees, dialer, CRM, unified inbox, campaigns, call recording, reporting, and integrations—are included on every plan with no premium tier.
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