Verification calls. Pre-auth requests. Document follow-up. Your team handles this manually. Every single day.
These are not skill problems. They are volume problems. Your best people are spending hours on work that follows a rule — and rules can be automated. We build agents that take the volume off their plate and only surface what genuinely needs a decision.
Dental & DSOs
Insurance verified before the patient sits down.
Your front desk spends hours on eligibility checks, coverage limits, pre-auth requests, and billing mismatches. The agent handles it before your staff has to ask.
01Patient scheduled. Agent verifies eligibility and coverage before the appointment.
02Issues flagged with the exact procedure code named, before chair time.
03Pre-auth drafted automatically. Staff approve and send.
04Recalls coordinated. Patients contacted at the right interval, without anyone managing a list.
Insurance Agencies
Every certificate reviewed against your requirements. Automatically.
Your COI requirements differ by client. The agent knows them all, reviews every certificate, flags gaps with the exact clause cited, and drafts the correction request.
01COI received. Agent checks it against that client's specific requirements.
02Gaps named with the exact requirement cited and the missing item identified.
03Correction drafted and queued. Staff approve and send.
04Expiry tracked. Renewal alerts set automatically. Nothing lapses.
Your preparers should be preparing returns, not chasing documents. The agent handles intake, identifies what is missing per return, and sends personalized follow-up.
01New client arrives. Agent routes by entity type, jurisdiction, and complexity.
02Document gaps named per return, with specifics on what is missing.
03Follow-up drafted and personalized. Staff approve and send.
04Queue updated as documents arrive. Nothing tracked manually.
Real Estate
Every deal tracked. Every deadline caught before it slips.
Transaction coordination is 80% tracking and follow-up. The agent monitors milestones, flags missing documents, and drafts status updates so nothing falls through a handoff.
01Under contract. Agent tracks milestones against your timeline from day one.
02Missing items flagged before they become delays.
03Status updates drafted for all parties as milestones move.
04Stalls escalated. Broker alerted when something goes quiet too long.
Restoration
Claims move. Documentation keeps up.
Adjuster coordination, supplement requests, job timelines. Your crew does the work. The agent handles the paper trail so nothing stalls a payment you already earned.
01Claim assigned. Agent tracks status against your turnaround requirements.
02Supplement requests drafted with claim history and documentation attached.
03Documentation gaps flagged before they stall payment.
04SLA breaches surfaced before the client calls to ask.
Medical Practices
Clinical staff doing clinical work.
Prior authorizations, referral tracking, payer disputes. Your staff spends hours on non-clinical work. The agent takes it off their plate, drafts the requests, and flags what needs a human decision.
01Auth needed. Agent compiles documentation and drafts the request.
02Payer status tracked. Follows up automatically. Flags denials with appeal context ready.
03Referrals monitored. Alerts when a referral went dark or was never scheduled.
04Staff make decisions. Agent handles volume. Your team handles judgment calls.
How it works
Built around your firm. Not a generic template.
01
Workflow audit
We find the one or two workflows costing your team the most hours. Usually obvious once we talk through it with the people actually doing it.
02
Map the judgment
We document your rules, exceptions, and the knowledge that lives in your senior person's head. That is what the agent runs on — not a generic model.
03
Deploy and hand over
We deploy into your existing workflow, train your team, and make sure you can operate and update it yourselves. The knowledge stays with you.
Start with one workflow.
30-minute audit. No commitment. We find the workflow and tell you what is possible.