For Insurance Agencies & Call Centers

More policies. More sales. One platform running it all.

CareBetter is the all-in-one CRM and enrollment platform — leads, dialer, simplified ACA enrollment, live AI coaching, and retention — built to help your agents sell more and mess up less.

See How It Works

Have questions first? Read the Agency FAQ →

Why Agencies Switch to CareBetter

Everything your agents need to write more business, in one screen.

The call screen during a live call: the call controls, and the AI checklist prompting the agent through the required disclosures

More Live Conversations, Fewer Mistakes

Leads flow straight to your agents' headsets in real time, with no cold lists and no manual routing. Every seat stays busy. Built-in CPA tracking shows you the exact cost of every lead you buy. Our AI listens in on every call, coaching your agents as they talk and flagging compliance issues before they cost you.

Side-by-side plan comparison with live pricing

Quote to Enrolled, Without Leaving the Platform

Simplified ACA enrollment and a single source of truth for every policy — quote, enroll, and track the full policy lifecycle. Fewer drop-offs, more completed policies, full visibility from application to renewal.

Automated follow-up SMS thread with a client

Call summary with AI sentiment score and timeline

Automated Follow-Ups and Retention

CareBetter tracks every policy after the sale, for every agent's book. It reaches out automatically with reminders, check-ins, and renewal touchpoints, so clients stay enrolled. Every call and text is logged with an AI summary, so any agent can pick up the thread. Less chasing for your team, and a healthier book for your agency.

And more.

See It In Action

Want to see how much faster your agents could be closing? Watch a real lead go from first call to enrolled policy — live coaching, simplified enrollment, and policy lifecycle tracking, all in one walkthrough.

Get Started

See CareBetter running on your book.

We'll walk your team through lead flow, simplified enrollment, live coaching, and retention on a call flow like the ones your agents run every day. No cost, no obligation.