insurance
Build Insurance Verification Caller Voice AI Agent
Automate outbound insurance verification calls with an AI agent that navigates payer IVR systems, verifies coverage, and submits results. Start building in Mission Control with usage-based pricing.
introduction
What this voice AI agent does
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.
features
Core components of the Insurance Verification Caller agent
Payer IVR navigation
Uses DTMF tones to navigate insurance company phone menus automatically.
Patient record lookup
Retrieves patient records using member ID, group number, and date of birth via webhook.
Verification submission and full insurance context
Submits completed verification results including eligibility status and reference numbers. Carries member ID, group number, NPI, and service type as dynamic variables.
how to
Build and deploy your agent in 5 easy steps
time
5 minutes
pre-requisites
A Telnyx account with a phone number.
Step 1 of 5
1. Select the template
Sign in to your Telnyx account. Navigate to AI Assistants, click Create New Agent, and select Insurance Verification Caller from the Healthcare category.
2. Set patient and insurance details
Populate dynamic variables with patient name, DOB, member ID, group number, and service type.
3. Connect your verification system
Replace webhook URLs with your verification system endpoints for record lookup and result submission.
4. Configure payer IVR sequences
Update DTMF sequences for the payer phone systems you call most frequently.
5. Test and go live
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.
tips and insights
Insurance Verification Caller voice AI best practices
Map payer phone trees
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.
Batch verifications
Process multiple verification requests in sequence using dynamic variable overrides per call.
Process multiple verification requests in sequence using dynamic variable overrides per call.
Track verification rates
Monitor successful vs failed verifications to identify problematic payers.
Monitor successful vs failed verifications to identify problematic payers.
