A member enrolls in a health plan. Someone still needs to welcome them, explain the next steps and answer the questions that come afterward. [2]
An agency’s sales process may have a system. Follow-up often depends on who has time to call. [2]
careCycle gives that ongoing relationship a place to run.
It is an operating system for Medicare and ACA agencies, combining member records, phone and messaging tools, and AI employees. Licensed agents and AI work from the same record. [1][4]
The focus is the book of members the agency has already worked to earn. [2]
One record for the member and the conversation
careCycle keeps customers, policies, calls and open inquiries together. Recordings and transcripts stay attached to the member’s history. [4]
Cora, the AI receptionist, answers the agency’s central number around the clock. Cora handles common questions and sends work to the team when a conversation needs judgment. [4]
Licensed agents receive transfers, make calls in the browser and work through assigned tasks and appointments. Managers can follow activity across the floor. [4]
The shared record means a question answered after hours can reach the right agent with the conversation already attached. The member does not have to start over. [1][2]
Working the book between enrollments
careCycle’s campaigns give agencies a way to contact members consistently. Teams can run welcome calls, check-ins, renewal conversations and outreach to older leads. [1][4]
Sales Suite handles lead follow-up and screening before transfer to a licensed agent. Retention Suite supports the conversations that keep members engaged after enrollment. Revenue Suite supports outreach around additional products. [1]
Agencies choose what the AI says, test changes and approve them. Calling and texting cadences, appointment booking and inquiry logging belong to the same campaign. [4]
Built around the relationship after the sale
Alex Doonanco previously led go-to-market work at voice AI company AI Rudder. Doonanco saw the need for software built around Medicare agencies’ particular conversations and operating requirements. [3]
Co-founder Evan Roubekas brings a software engineering background focused on coordinating AI interactions. They founded careCycle in 2024 and joined Y Combinator’s Winter 2025 batch. [3]
The company serves Medicare and ACA distributors, including telephonic agencies and organizations supporting multiple agents. [1][4]
The member’s first question becomes the next task
Here’s how an agency would use careCycle after a new enrollment.
An AI employee makes the welcome call and confirms the next steps. The member later calls with a question about benefits. Cora uses the shared plan and member information to handle the conversation. [1][2]
When the question needs verification, the team checks the answer and follows up. When it needs a licensed agent, the conversation moves to that person with its history. [2]
Check-ins can continue through the year instead of waiting for renewal season. The agency sees the policy, prior calls and outstanding work in one workspace. [1][4]
careCycle reports more than four million AI-handled calls. That experience underpins the company’s focus on repeatable member conversations. [1][2]
Start with the book the agency already has
An agency can import its book from a CSV, use careCycle alongside existing tools or adopt it as the main system. The platform includes integrations with tools such as MedicarePRO and Salesforce. [1]
The company’s direction is to bring the agency’s AI work, human work and member information into one operating system. [2][4]
Where careCycle ranks
Current rankings. Positions come from public evidence, and no company can pay for a place. How we rank
The bigger picture
Retention depends on what happens between the sale and the next renewal. [2]
careCycle gives those calls, questions and follow-ups a system shared by the people and AI handling them. [4]
The member relationship keeps going after enrollment.
Written by SOTA2 from careCycle’s public materials. Customer experiences and product plans are reported by careCycle. Ranking analysis and comparison data are from SOTA2.