Introducing New Home Page

Being able to understand instantly where your team, your agency and your book of business are at is one of the most important and unsolved questions in Medicare distribution to date.

That's why today we're really excited to introduce a new way of making careCycle your own with dedicated metrics that you want to see at a glance from the moment you log in.

We recognize that there are a variety of users in the platform, from agents to customer success managers to CSRs to owners and sales leaders, and not all of them need the same experience.

And so now when you log into careCycle, you can see at a glance a variety of metrics from all over your platform, whether it be real time call operations, how your campaigns are performing, what kind of issues your clients are facing, and how quickly they're getting addressed by your team into policy and book of business metrics.

Now, if the default metrics that show up in this view are not sufficient, there's also a way to create these metrics on the fly using AI, and then easily save them to your dashboard for use in the future.

These can be saved for you privately or persist across your team if you want to develop custom metrics that matter most to your team.

Really excited to ship this and share it as a major part of this week's Changelog.

Look forward to you trying it out and let us know your thoughts.