careCycle focuses on the post-enrollment retention layer for Medicare and ACA agencies rather than competing as a generic horizontal CRM or dialer. Its platform unifies voice AI, Medicare plan data, a member timeline, and a dialer in one system, giving agencies a single record for both human and AI agents.
The company is carrier- and FMO-agnostic, offers $0-per-seat pricing, and has handled more than four million member calls across two Annual Enrollment Periods, according to its public website.
careCycle sells tiered subscriptions to Medicare and ACA agencies. The Independent Agent tier covers up to 1,000 members with an always-on receptionist, CRM, unified inbox, and softphone.
The Agency tier supports up to 5,000 members and adds campaign automation, source tracking, a dialer, and integrations with Salesforce, HubSpot, and AgencyBloc. The Enterprise tier is for 5,000-plus members and includes multi-tenant support, custom API integrations, volume discounts, and a dedicated forward-deployed engineer.
careCycle provides a voice AI platform for Medicare and ACA insurance agencies that combines AI phone agents with a CRM, unified inbox, and dialer. Its assistants handle inbound reception, callbacks, member qualification, and proactive post-enrollment touchpoints, while keeping licensed human agents in control of judgment-based escalations.
The platform embeds Medicare plan benefit data for accurate quoting, supports Scope of Appointment capture for compliance, and is built around SOC 2 Type 2 and HIPAA controls.