Cost & Contract
What it costs to run your team here.
How does pricing work for an agency?
CareBetter prices the platform per user seat and per phone minute. Pricing stays simple by design. It usually costs less than the separate tools your agency pays for today.
Book a demo and tell us your agent count. We build your quote from that number.
Do we sign a long-term contract?
No. CareBetter runs on a month-to-month agreement. You can cancel at any time. There is no multi-year commitment.
Does CareBetter take a percentage of our agents' commissions?
No. CareBetter does not take a percentage of your agents' commissions. CareBetter charges your agency a fee per seat. CareBetter also charges a fee per minute of dialer time, at wholesale rates. Your agents keep their existing carrier appointments.
Are there setup or onboarding fees?
No. Onboarding, data import, and agent training are part of your subscription. You do not pay an extra fee to get your team live.
How and when are we billed?
CareBetter bills your agency monthly. Payment is calculated per seat you have active that month.
Your Agents & Your Book
Your agents, your book, your rules.
Do our agents keep their current carrier appointments and licenses?
Yes. Your agents keep the carrier appointments and licenses they already hold. CareBetter does not move your agents under a new hierarchy.
Can managers see every agent's activity and production?
Yes. An account owner or manager gets an admin view across every seat: calls, lead spend, enrollments, and retention status. You set each agent's access level.
Is there a limit on how many agent seats we can add?
No. Agencies from a few agents to a full call center run on CareBetter. Your seat count can grow or shrink as your team changes.
Leads & Compliance
How the pipeline and the compliance layer work.
Where do the leads come from?
Live inbound calls route straight to an open agent seat. Each lead goes to one agent at a time, and the platform tracks the cost per lead for every seat.
You can use CareBetter's inbound leads. You can also connect your own external lead providers. The platform routes every lead by agent availability, no matter the source.
Can we dial outbound leads as well?
Yes. CareBetter provides an automated dialing system for outbound leads. CareBetter also provides web lead intake.
How does the live AI compliance coaching work?
The AI listens to each live call. It prompts the agent with the required disclosures in real time. It flags a compliance miss right after the call, so your compliance team finds the issue in hours, not months.
Data, Security & Migration
Your data stays yours.
Can we import our existing book of business?
Yes. Our onboarding team imports your client records and lead history into the platform before your first day live.
What happens to our data if we cancel?
You can export your client list, call records, and policy history at any time. This export stays available after you cancel your account.
How is client data protected inside the platform?
Each agent sees only their own book by default. A manager grants wider access when your agency needs it. Calls and records stay in the platform, not on a personal device.
Is CareBetter HIPAA compliant?
Yes. CareBetter is HIPAA compliant. CareBetter protects client health information with encryption and access controls at every step.
Do you store our call recordings, and can we keep them if we leave?
Yes. CareBetter stores every call recording for your agency. You can export your recordings if you stop using the platform.
Onboarding & Support
Live in weeks, not months.
How long does it take to get our team live?
Most agencies go live within one to two weeks of signing, once we import your data and set up each agent seat.
What support does our agency get after launch?
Your agency gets a dedicated account contact, plus portal ticketing and live chat for every agent seat.
What are your support hours?
Support runs during business hours. Most requests get an answer within 24 hours.
Does the platform connect to the CRM, dialer, or carrier systems we already use?
Yes. CareBetter supports custom integrations. Your account team reviews each request on a case-by-case basis.
What do we need to provide before our team goes live?
You provide basic information about your agency and its operations. Our setup team uses this to get your team up and running fast.
Can we run multiple locations or brands under one account?
Yes. Your agency can have as many setups as you need for your business.
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