Make Member Care Your Competitive Advantage
Your members deserve to feel like regulars at their local diner. The Retention Suite ensures they're greeted by name, get instant answers, and never feel forgotten.
Trusted by Leading Medicare Agencies
"The Retention Suite completely transformed our member experience. Our effectuation rate jumped 37% in the first 90 days, and members now rave about feeling cared for rather than forgotten after enrollment. The data we get from inquiries also helps plug holes in areas for improved agent training. It's added millions to our bottom line without adding a single staff member."
How do you currently handle member onboarding and support?
Your current approach helps us identify your biggest opportunity areas.
Minimal follow-up
Limited personal contact
Partial personal contact
system
Full personal contact with a dedicated team
Proven Results for Medicare Agencies
Higher Effectuation
increase in effectuation rates
Reduced Workload
increase in effectuation rates
Increased Value
increase in effectuation rates
Core Benefits of the Retention Suite
Transform your member experience with a system designed to increase retention, reduce workload, and scale effortlessly.
Make Every Member Feel Valued and Remembered
Most Medicare members feel abandoned after enrollment. The moment they sign up, competitors target them while your team moves on to new prospects. The Retention Suite greets every member by name, answers benefit questions instantly, and provides proactive outreach that shows you care about their healthcare journey.
Turn Post-Enrollment Chaos Into System
Your team is drowning in welcome calls, effectuation notifications, and member questions. Our automated workflows handle every step - from personalized welcome calls to benefit reminders - while maintaining the personal touch members crave. Cut administrative workload in half while improving the member experience.
Lock In Members Before Competitors Poach Them
When members don't hear from you, they keep shopping. The Retention Suite creates continuous touchpoints that cement your position as their trusted advisor. With 24/7 availability and proactive outreach, you'll build relationships competitors can't break.
Blend AI Availability with the Human Touch
Our breakthrough Inquiries system combines AI efficiency with your team's expertise. Assistants handle routine questions instantly while complex issues become one-click inquiries for your review. Members get seamless support without feeling handed off - just exceptional care that builds lasting loyalty.
Introducing Inquiries
Inquiries changes everything about member care. When questions go beyond the basics, your AI assistant doesn't just take a message. It creates an Inquiry.
Your team reviews each inquiry and provides the perfect answer. One click, and it's done. The AI assistant then personally calls your member back with the exact information they need.
Members never feel the handoff. They just feel understood.
It's like having your most experienced agent available 24/7, while your licensed team focuses only on the moments that truly matter. Simple questions get immediate answers. Complex questions get the human touch.
That's care that feels like family. Because that's exactly what it is.
How It Works
A comprehensive system that handles every step of the member journey
Personalized Welcome Calls
Every new member receives a welcome call introducing your agency, explaining next steps, and answering initial questions - setting the foundation for a lasting relationship.
Effectuation Support
Members receive notification when their policy is approved, with clear guidance on what to do if they haven't received a package from their carrier.
Always-On Member Care
Members call anytime with questions and are greeted by name with immediate access to their benefit information. Members feel like we remember them – because we do. careCycle retains memory of previous interactions with each customer.
Proactive Benefit Utilization
System automatically reminds members about available benefits they haven't used yet, like: "Hey Jane, your OTC card has just been fulfilled. Give us a call if you have any questions on getting the most out of your plan."
State of the Art Features
Designed specifically for Medicare agencies to enhance member experience
Greet Members by First Name, 24/7
Every caller is instantly identified and greeted by name, creating an immediate personal connection that makes them feel valued.
Recall Summary of Benefits Details in an Instant
Leverage careCycle's database of benefits for every Medicare Advantage and Supplement plan in America to empower your member care.
Escalate Issues with Inquiries
careCycle is designed to provide members with more access to support, not create a barrier. Member questions that require confirmation are sent to careCycle inquiries for your agents to review.
HIPAA Compliant Identity Verification
Member plan and health information is guarded by secure identity verification questions, with support for power of attorney shared accounts
What Makes Our Approach Different? Unlike generic call centers or chatbots, careCycle creates genuine human connections. Our voice assistants remember member details, engage in natural conversation, and make seniors feel truly heard - not processed
We don't just answer calls—we build relationships that last.
careCycle Retention Suite ROI Calculator
See exactly how much additional revenue and cost savings the Retention Suite can deliver for your agency.