The day-one welcome call
Your AI employee welcomes a new member, confirms coverage, and sets next steps while the decision is still fresh.
3:12
Built for Medicare and ACA agencies.
The agency operating system that compounds your book for you.
Become an AI-native brokerage. Write more business, stickier business, with a fraction of the headcount.
The unified system of record you need to scale.
As you scaled your team, you scaled your tooling. Now your agency runs across a stack of systems duct-taped together. careCycle is the unified system of record that gives you the data integrity you need to make decisions and adopt AI with confidence.
- Customers
Ask careCycle⌘K
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Customers
OverviewList
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| Customer | Contact | Active campaigns | Active policies | Last contact | Assigned to | |||
|---|---|---|---|---|---|---|---|---|
Eleanor Whitfield3f9c2b71-8d4e-4a1f-b6c2-91e07d5a4c18 | (602) 555-0148 | Medicare AEP 2026 – Inbound | MAPD | Jul 17, 2026 9:41 AMQualified | RARosa Alvarez | |||
Harold Jenkins7a1e4d92-0c3b-4f6e-9d21-5b8f3e6a0c47 | (813) 555-0132 | Medicare Advantage – FL | MAPD | Jul 17, 2026 9:26 AMAppointment Scheduled | JNJason Nguyen | |||
Dorothy Callahanc58b0e13-6f2a-4d97-8e4c-2a7d91b3f605 | (480) 555-0197 | Final Expense – Live Transfers | FE | Jul 17, 2026 8:52 AMTransferred | SPSarah Patel | |||
Walter Simmons1d6f8a24-b93e-4c05-a71f-e4c2908b6d3a | (704) 555-0119 | T65 Turning-65 Outreach | PDP | Jul 16, 2026 4:18 PMNew Customer | MOMichael O'Brien | |||
Gladys Turner9e2b7c45-1a8d-4f3b-bc60-7f15d2e8a943 | (305) 555-0163 | DSNP Dual-Eligible | MAPD | Jul 16, 2026 2:07 PMVoicemail | DFDanielle Fox | |||
Eugene Fitzpatrick64a0d3f8-2e5c-4b19-9f7a-c83e10b5d276 | (614) 555-0186 | Med Supp Aged Leads | MS | Jul 16, 2026 11:44 AMQualified | MRMarcus Reed | |||
Norma Jean Whitakerb7f41e09-5c2d-4a68-8e3b-d90a6c1f4e52 | (918) 555-0141 | - | - | Jul 15, 2026 3:36 PMNot Interested | PSPriya Shah | |||
Raymond Delgado2c85f6a1-7d0e-4b3c-a942-6e1b8d07f3c9 | (210) 555-0177 | Medicare AEP 2026 – Inbound | MAPD | Jul 15, 2026 1:12 PMAppointment Scheduled | KBKevin Brooks | |||
Betty Lou Hargrovee03a9d57-4b1f-4c86-b2d5-18f7c6a9e0b4 | (423) 555-0125 | DSNP Dual-Eligible | PDP | Jul 15, 2026 10:05 AMBusy/No Answer | TWTanya Willis | |||
Clarence Boyd58d2c0b6-9a3e-4f71-8c14-a6e9f2d05b83 | (919) 555-0158 | Medicare Advantage – FL | MAPD | Jul 14, 2026 4:49 PMIdentity Verified | RARosa Alvarez | |||
Phyllis McCrayaf61b8e3-0d4c-4e29-9b57-3c8a1f7e62d0 | (504) 555-0109 | - | - | Jul 14, 2026 9:58 AMDo Not Call | DFDanielle Fox | |||
Arthur Pemberton0b94e7c2-6f1a-4d38-a5e0-f2d7b3c8196e | (717) 555-0134 | Final Expense – Live Transfers | FE | Jul 12, 2026 2:31 PMQualified | JNJason Nguyen |
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Y Combinator W25SOC 2 Type 2HIPAA compliant
AI fronters, member service, and cross-sellers.
At scale. On autopilot.
In the system your agents already work from, built with AI in its veins. No recruiting, no training, no per-seat software. Every hour goes back to your agents to sell.
+15%
Higher effectuation on Medicare Advantage policies
−20%
Lower cost per acquisition
19 yrs
Of full-time phone work with Medicare members, already done
Hear it on the phone.
Three real calls: a member welcomed, a plan question answered, a new lead qualified.
A dental question, answered
A member calls about dental coverage. Your AI employee answers from plan context and hears the ancillary opening.
1:04
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
One platform to work your entire book and save agent time.
Most agencies run on taped together software. A dialer here, a CRM there, a spreadsheet for the book, three logins to answer one member's question. careCycle is the single platform that does all of it.
Your agents run the floor. Now they run it with help. careCycle lets you put AI employees to work beside your team, taking the calls that don't need a license, the welcome calls, the check-ins, the renewals, the after-hours questions, so your agents spend their hours on the ones that do: advising, selling, closing. An agent picks up a live transfer that's already been screened and prepped, while an AI employee works the next hundred newly enrolled members beside them. Same book, same screen, same time.
A member's answered at 8pm and the inquiry lands on an agent's desk in the morning, full context attached. Nothing to look up. Nothing to re-ask. Humans and AI, one floor, one record, no handoffs between systems that don't talk.
You don't run careCycle next to the tools that run your agency. careCycle is the tool that runs your agency.
AI teams for every part of the Medicare beneficiary lifecycle.
Write more applications with Sales Suite, retain more members with Retention Suite, and increase your LTV with Revenue Suite. Every part of the lifecycle worked, without adding a single hire.
Sales: Turn your book into your best source of new business.
AI employees front new leads in seconds and vendor source tracking shows which ones stick, so you buy more of what builds the book. No bigger floor.
Explore the Sales suite01Speed to lead, pre-qualified
02Source tracked at intake
03Campaign launched across the list
04Scope captured, member transferred
Retention: Keep every member, without hiring a bigger team.
AI employees stay in front of every member, welcome calls, check-ins, the questions that lead to churn, so business sticks. No new headcount.
Explore the Retention suite01Welcome & approval calls
0230, 60, 90 day check-ins
03Plan review before AEP
Revenue: Increase ancillary attachment rate on autopilot.
Reach every member in your book at scale, from a voice they already trust, and grow lifetime value on the members you already have.
Explore the Revenue suite01Segment your book
02Engage members
03Hand off to licensed agents
Every idea you've shelved because you couldn't staff it.
Reactivate last year's aged leads. Call every member turning 65. Sweep the book for plan-change saves. Send payment reminders before the lapse. Point an AI employee at any of it. No job posting, no ramp, no January layoffs. What used to take a hire now takes an afternoon.
See it for yourself
One screen that changes your unit economics.
Everything your agency runs on, in one place, with AI employees working the book beside your team. Every hour spent stitching six systems together is an hour not selling, and every member you can't reach is margin out the door. careCycle collapses that: more members handled, more business written, more time back, on the headcount you already have. Every day on legacy software, it costs you.
4 million calls and counting.
Nobody in Medicare knows AI like us. Nobody in AI knows Medicare like us.
It shows up in the details nobody thinks to build:
01
No call ever dead-ends.
Overflow doesn't go to voicemail. The AI books it a slot on your calendar, so every missed call comes back as a booked appointment.
02
The fields fill themselves.
MBI, date of birth, effective date, heard on the call and written to the record as your agent talks. The double-entry tax, gone.
03
Your name shows up. Inbound and out.
A text from your agency lands seconds before you dial, so the phone rings with your name. Your main line gets carrier-verified branded ID for a fraction of the usual price. Members recognize you before they answer.
04
Your best agent trains the rest.
careCycle sees whose members call back, and why. One agent's book asks about networks 5x more? They skipped something at enrollment. A coaching signal, not a QA checklist.
05
Start from a CSV, same day.
Drag in your book. AI maps it, cleans it, assigns every member by NPN. Work starts the moment the import lands, and full integrations average a few days.
06
Compliance, the moment it's needed.
When a call needs a scope of appointment, careCycle captures it on the spot, stored ten years and filterable for audit. Built with FMOs.
07
Your data never leaves.
The AI runs on-prem. Nothing goes to OpenAI, Anthropic, or Google.
"It clicked when I saw the AI check in on a member my floor hadn't touched since enrollment. That call used to never happen. Now every member gets one, and our retention is the best it's ever been, without me hiring a soul to do it."
A call center owner · 20+ agents
The math
The more of your book you work, the more it returns.
Turn on a suite and watch the math move. Retention saves the members you'd have lost. Revenue opens products they'd have bought from someone else. Sales tells you which leads are worth buying again. Stack them, and the return compounds. Most agencies run one by hand and call it a day. careCycle runs all three, on every member, at once.
No migration. No rip-out.Live as soon as you import your book.
careCycle runs standalone as your whole system, runs alongside the tools your floor already knows, or runs off nothing but a CSV. Some agencies manage their entire book from the upload tool alone. However you start, you're working members as soon as your book is in.
01
Standalone.
The whole system, on its own. Dialer, CRM, AI employees. Nothing else required.
02
Alongside your tools.
Keep your subscriptions. careCycle works with the platforms your floor already runs.
03
Just a CSV.
Drag in your book. AI maps it, cleans it, and you're live. Some agencies never connect anything else.
See the upload toolSee it on your own book
Start compounding your book.
Every day on your legacy stack is costing you your future, and AEP won't wait. See careCycle work your book, live, in one call. For call centers and telephonic agencies with 15 or more agents.