A dental question, answered
A member calls about dental coverage. Your AI employee answers from plan context and hears the ancillary opening.
1:04
Revenue Suite
Turn member trust into lifetime revenue.
Work every coverage gap, protect every renewal, and give agents the context to close the next right product.
- Customers
Ask careCycle⌘K
On air · 3
Customers
OverviewList
Name, phone, or ID...
Date range:Created · Any date
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Assigned to:All
Campaign:All
| 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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For agencies with an established book that should be producing more revenue, stronger retention, and better member service without more manual calls.
Y Combinator W25SOC 2 Type 2HIPAA compliant
Hear this suite on the phone.
A real recording of a careCycle AI employee on a live call.
The best lead list is the book that already trusts you.
Most agencies write a policy, service it when the member calls, and wait until AEP to look again. The opportunities between those moments stay buried in notes, disconnected systems, and conversations nobody has time to review.
Revenue Suite continuously works the existing book. It finds relevant coverage gaps, starts the right conversation, and sends genuine interest to an agent with the member context already attached.
See the next need.
Analyze current coverage and conversation history to surface the members most likely to benefit from another product.
Start with relevance.
Reach out with a reason grounded in the member record, not a generic campaign list or a disconnected script.
Protect the relationship.
Keep plan reviews and renewal conversations moving before competitor messaging reaches the book.
One book. Four continuous motions.
Work the opportunity without adding another outbound team.
Revenue Suite turns analysis, outreach, qualification, and renewal protection into one operating sequence that runs beside your agents.
Policies
41,326 policies in the book| Customer | Type | Carrier | Plan | Premium | Status |
|---|---|---|---|---|---|
| Eleanor Whitfield | MAPD | UnitedHealthcare | AARP Medicare Advantage Choice (PPO) | $0.00 | Active |
| Dorothy Callahan | FE | Mutual of Omaha | Living Promise Whole Life | $58.14 | Active |
| Walter Simmons | PDP | Wellcare | Wellcare Value Script (PDP) | $17.40 | Pending |
| Eugene Fitzpatrick | MS | Mutual of Omaha | Medicare Supplement Plan G | $147.60 | Active |
| Betty Lou Hargrove | PDP | Humana | Humana Premier Rx (PDP) | $34.20 | Active |
01 / Analyze
See where coverage and need no longer match.
The suite reviews the book as a whole, then organizes opportunities by member context and product fit.
Prioritize relevant ancillary opportunities.
Give operators a book-level view before outreach begins.
Calls today
5,146
Transfers today
612
Campaigns
Voice AI outreachT65 Turning-65 Outreach
1,280 out · 52 in · 38.5% connect
DSNP Dual-Eligible
925 out · 39 in · 41.7% connect
Med Supp Aged Leads
0 out · 0 in · — connect
02 / Engage
Open the conversation with a reason to call.
AI employees contact members using the coverage context already in careCycle, keeping campaigns personal without creating agent tasks.
Run one-to-one outreach across the book.
Keep every call, message, and response on the member record.
MS
Appointment ScheduledMargaret Sullivan
(239) 555-0114 · Rosa Alvarez
Inbound call · Medicare AEP 2026 – Inbound · 4:32
9:41 AM- Margaret reviewed the emailed comparison and prefers the Humana PPO.
- Booked an enrollment review with Rosa Alvarez — Thu, Jul 23 at 10:30 AM.
AI Receptionist9:46 AM
Hi Margaret! You’re confirmed with Rosa Alvarez for Thu, Jul 23 at 10:30 AM. Reply here if anything changes.
03 / Qualify
Hand agents intent, not another name on a list.
When a member signals a real need, the suite identifies the product and routes the conversation with the relevant context attached.
Separate curiosity from a real buying signal.
Transfer the conversation without making the member start again.
48 agents online30 active calls
OH34m 12sIn-Call
Omar Haddad
Medicare AEP 2026 – Inbound
CO28m 37sIn-Call
Carmen Ortiz
Medicare AEP 2026 – Inbound
MR18m 45sAvailable
Marcus Reed
mreed@meridiansb.com
SP2m 14sWrap-Up
Sarah Patel
spatel@meridiansb.com
RM38m 17sBusy
Raj Malhotra
rmalhotra@meridiansb.com
04 / Protect
Get ahead of renewal pressure.
Plan-review outreach starts before the AEP rush, giving the agency time to resolve concerns and book the conversations that need a licensed agent.
Run renewal protection as a repeatable sequence.
Escalate exceptions while routine check-ins keep moving.
The math
See what more of your existing book could return.
Bring your own book size, product mix, and operating assumptions. We will work through them with you on a short call, rather than relying on generic industry averages.
Onboarding
From book import to live campaigns.
A forward-deployed team configures the first sequence with you, validates the handoffs, and keeps the launch grounded in your actual workflow.
01
Map the book.
Import the member record and identify the first opportunity or retention motion to run.
02
Configure the conversation.
Set campaign rules, scripts, qualification criteria, and escalation paths.
03
Connect the handoff.
Route qualified conversations to the right agent, calendar, or existing system.
04
Launch and refine.
Start with a monitored sequence, review real conversations, and expand from what works.
See it on your own book
Make the book you own worth more.
See Revenue Suite find an opportunity, start the conversation, and hand the right moment to an agent using the member context already in your book.