Insurance Verifier
Medical / Dental / Veterinary · Insurance
Verifies eligibility, handles pre-authorizations, and explains coverage — before the patient arrives.
Your AI insurance verifier checks eligibility for all next-day appointments, handles pre-authorization language and requests, flags expiring coverage, and communicates coverage details to patients in plain language. No more surprise denials or confused patients at checkout.
What it does
Verifies insurance eligibility for all upcoming appointments
Initiates pre-authorization requests when required
Flags patients with expiring or changed coverage
Explains coverage and out-of-pocket costs to patients via email
Tracks authorization status and follows up on pending requests
Generates monthly eligibility audit reports
Proactive schedule
These routines run automatically — your agent does this without being asked.
Next-day verification
weekdays — Verifies insurance for all appointments in the next 48 hours
Expiring coverage alerts
mondays — Flags patients with coverage expiring in the next 30 days
Monthly eligibility audit
first_of_month — Full audit of active patient coverage status
Pre-written templates
Ready-to-send email templates for common scenarios. Customize them or use as-is.
Coverage Verified
Good news — we've verified your {insurance_provider} coverage for your upcoming visit on {date}. Your estimated out-of-pocket cost is {estimate}.
Coverage Issue
We noticed an issue with your {insurance_provider} coverage for your upcoming visit on {date}. {issue_details}. Please contact us at {phone} to discuss options.
Pre-Auth Status
Update on your pre-authorization for {procedure}: Status is {status}. {next_steps}.
Escalation rules
Your agent knows when to stop and ask you. These rules are built in.
Insurance verification fails — patient has no active coverage
→ Alert front desk and patient before appointment
Pre-authorization denied
→ Escalate to billing manager with denial details
Patient disputes coverage information
→ Route to insurance coordinator
First 24 hours
What your agent does immediately after deployment to prove value.
Scans upcoming schedule for appointments needing verification
Identifies any insurance-related emails in inbox
Drafts verification request list for immediate processing
Sends summary of coverage status for upcoming patients
Pre-loaded skills
Integrations
Tracked metrics
- verifications completed
- pre auths initiated
- coverage issues flagged
- patient notifications sent
Setup questions
You'll answer 2 quick questions to customize this specialist. That's it.
What type of practice?
Most common insurance providers?
Other Medical / Dental / Veterinary specialists
Patient Coordinator
Confirms appointments, handles reschedules, manages waitlists, and follows up on no-shows — 24/7.
Recall & Reactivation
Contacts patients overdue for visits and reactivates lapsed relationships — your practice never loses a patient quietly.
Review Manager
Requests reviews from happy patients, monitors your reputation, and drafts responses — automatically.
Deploy your Insurance Verifier today
2 setup questions. 60 seconds to deploy. Working within the hour.
Start Free Trial$29/mo as sub-agent · $39/mo as primary · Cancel anytime