Automate outbound insurance verification calls with an AI agent that navigates payer IVR systems, verifies coverage, and submits results.
The Insurance Verification Caller template creates an outbound AI agent that calls insurance payers to verify patient coverage before appointments. It navigates payer IVR menus with DTMF, looks up patient records, and submits verification results.
Designed for healthcare billing teams and verification services that make dozens of payer calls daily, this template automates one of the most time-consuming administrative tasks in healthcare.
The template comes pre-configured with DTMF navigation, patient record lookup and verification submission webhooks, and extensive dynamic variables for patient and insurance details.
Uses DTMF tones to navigate insurance company phone menus automatically.
Retrieves patient records using member ID, group number, and date of birth via webhook.
Submits completed verification results including eligibility status and reference numbers.
Carries member ID, group number, NPI, and service type as dynamic variables.
5 minutes
A Telnyx account with a phone number.
Sign in to your Telnyx account. Navigate to AI Assistants, click Create New Assistant, and select Insurance Verification Caller from the Healthcare category.
Populate dynamic variables with patient name, DOB, member ID, group number, and service type.
Replace webhook URLs with your verification system endpoints for record lookup and result submission.
Update DTMF sequences for the payer phone systems you call most frequently.
Run a test verification call to confirm IVR navigation, record lookup, and result submission.
Hello, I am calling to verify insurance coverage for a patient. I have the member ID and group number ready.
Document IVR structures for your top 10 payers to optimize call success rates.
Document IVR structures for your top 10 payers to optimize call success rates.
Process multiple verification requests in sequence using dynamic variable overrides per call.
Process multiple verification requests in sequence using dynamic variable overrides per call.
Monitor successful vs failed verifications to identify problematic payers.
Monitor successful vs failed verifications to identify problematic payers.
