Executive Summary
Waylon, let's cut straight to what matters. Your LOA shop is sitting on a $29 million opportunity, and every month we wait is money left on the table.
You've built something impressive with your 19-person GoHighLevel team and comprehensive engagement strategy. But here's the reality: your telephonic retention is dragging down your overall 76% rate, and with 80,000 LOA members needing attention plus aggressive growth targets, the math on traditional CSRs just doesn't work.
We've solved this exact problem for dozens of Medicare distributors. Not with promises or pilots, but with proven AI systems already handling millions of conversations. This isn't about replacing what works - it's about adding the missing voice element that makes everything else you're doing 10x more effective.
The Problem Is Clear
Your Retention Gap
Your field agents are crushing it - their face-to-face relationships naturally drive higher retention. But your LOA shop, representing 80% of your business, is fighting an uphill battle. Every telephonic member who doesn't hear from you is hearing from 5 competitors.
The traditional answer would be hiring 50+ CSRs. But at $4,000/month per agent plus management overhead, you're looking at $3-4 million annually just to stay afloat. And even then, you won't get 24/7 coverage or perfect consistency.
The AEP Challenge
In 60 days, you need to contact 80,000 members for renewals. Your direct mail is solid, but when members get that mailer, they need to hear a voice that knows them. Not a script reader, not someone fumbling through their history - someone who knows their plan, their concerns, and can guide them confidently.
The $29 Million Opportunity
Based on your actual numbers from our ROI session
And we're being conservative. At 7% improvement, you're looking at $41.8 million in annual value.
The careCycle Solution
We're not another AI vendor. We're the team that's been building voice AI specifically for Medicare since 2021, before ChatGPT made everyone an "AI expert." Our systems have handled 10+ million Medicare conversations and saved our partners 500,000+ hours.
Solution 1: The Retention Suite
Every new member gets a personalized welcome call within hours. Not a robocall - a conversation with an AI that knows their exact plan, remembers their enrollment call, and can answer real questions about networks, benefits, and next steps.
Your team can focus on complex issues while AI handles the routine stuff. Your licensed agents sell instead of explaining deductibles for the thousandth time.
Solution 2: The Revenue Suite
Starting 60 days before AEP, we contact all 80,000 LOA members. Personalized calls that reference their current plan, explain what's new, and either handle their renewal on the spot or schedule them with the right agent.
The AI knows who's happy, who's shopping, and who needs immediate attention. It feeds your agents qualified, informed members who are ready to renew.
Investment Structure
Here's where we're different. Instead of asking for a massive commitment upfront, we're structuring this to scale with your success.
Strategic Partnership Pricing
Implementation
- • Full GoHighLevel integration
- • Custom AI buildout
- • 4-week deployment
- • Complete team training
Core Platform
- • 350,000 monthly AI minutes
- • Forward-deployed engineering
- • Real-time monitoring
- • Unlimited agent seats
- • Priority AEP support
Your Expected Investment
Implementation Timeline
Week 1: Integration Architecture
Map your GoHighLevel workflows with Tim and Lathabood. Design custom conversation flows. Set up data sync and DNC protocols.
Week 2: Build & Connect
Deploy your custom AI agents. Complete bidirectional GHL integration. Configure Teams notifications and dashboards.
Week 3: Test & Refine
Run pilots with volunteer members. Refine based on real feedback. Train your CSR team on the platform.
Week 4: Launch & Scale
Start with new enrollments. Monitor and optimize daily. Gradually expand to full book.
Next Steps
The math is clear. The solution is proven. Every competitor who moves first gains compound advantages that become harder to overcome.
Alex Doonanco
CEO, careCycle
alex@carecycle.ai
P.S. - With 125,000 new enrollments coming during AEP, every day we delay is literally leaving money on the table. Let's get your agents the unfair advantage they deserve.
