AI Insurance Agent · Insurance
Coverage, timestamps and exceptions in one place.
Eligibility and benefits are checked as soon as a visit is booked, structured for your team, and anything incomplete is routed to staff before the day begins.
Tomorrow's patients
Eligibility checked automatically
Priya Sharma
Crown #14 · 11:30 AM
Arjun Kapoor
Exam · 9:00 AM
Meera Rao
Cleaning · 2:00 PM
Rohit Verma
Root canal · 4:00 PM
Priya Sharma
Sample Dental PPO · Member ID •••• 4821
Annual maximum
$2,000
$1,450 remaining
Deductible
$50
Met
Coverage
Verified 2 min ago · saved to the patient record
Watch it work
A real-time walkthrough of one session, from the first word to the finished result. Names and details are sample data.
AI Insurance Agent
New appointment detected
How it works
Verification starts on its own and finishes before the patient walks in.
Starts automatically when an appointment is booked.
New appointment detected
Runs the check through connected eligibility sources and payer portals.
Checking eligibility
Pulls out coverage, deductibles, maximums and treatment limits.
Benefits breakdown
Saves results to the record and routes anything incomplete to staff.
Ready for the visit
Built for verification
Eligibility, benefits and claim status sit on the patient's profile, checked and ready before they walk in. Patient data shown is sample data.
The full patient picture
Contact details, insurance, Visionary Oral link, visits, calls, messages and treatment in one profile.
Meera Rao
Patient since Mar 2024
Meera Rao
Active patient EditPhone
+91 98XXX X4120
meera.rao@example.com
Date of birth
12 Mar 1991
Gender
Female
Address
14 Lake View Road, Bengaluru
Insurance
Sample Dental PPO · active
Visionary Oral
Linked since 02/09/2026
4
Visits
2
Calls
7
Msgs
0
Cancelled
Notes
Internal directory notes, not the clinical chart.
Prefers WhatsApp. Mild dental anxiety; morning appointments work best.
Workflow
Every verification has a trigger, a status, a source and a clear path to staff when data is missing.
Each booked appointment opens its own verification.
Sent to the right eligibility source or payer portal.
Coverage organized the same way every time.
Complete results saved, gaps sent to your team with context.
Features
Checks routed through eligibility sources and portals, with retrieval time shown.
Deductibles, maximums, coverage levels, waiting periods and frequency limits.
Uses appointment, patient, provider and policy data you already have.
Structured details for treatment and estimate conversations chairside.
Missing data, failed checks and stale results in one list.
Attempts, sources and status kept together for every patient.
The right AI-annotated X-rays from Visionary 2D, narratives and codes are checked and attached before submission.
Status, next steps and follow-ups for every claim, prioritised for your team.
The transformation
Before
After
Integrations
The AI Insurance Agent connects to your practice management software, so schedules, patients and records stay in sync without double entry.
AI workforce
FAQ
See the AI Insurance Agent verify a real day of appointments.