Insurance and financing pre-qualification
We collect insurance and financing details before the visit, so your team is not surprised at the front desk.
A consult that ends with a coverage problem wastes time on both sides. A few questions in advance avoid a lot of that.
Our agents ask the questions you give us and record the answers in your system. We do not quote coverage or approve anything. That stays between your office and the patient's plan or lender.
A common mistake
Discovering payment problems at the chair.
How we approach it
Follow the complaint ladder
Leads don't answer. Bookings don't show. Patients arrive but can't proceed. Each complaint is an attrition point, and each has a matching service.
Staff it with people who know the work
Many of our agents are former patient coordinators and office managers. They already speak the language of a practice.
Use AI on top, not instead
AI helps agents prepare and keeps quality consistent. A person makes the call. AI voice agents are coming as an option.
Count what matters
Bookings and kept visits, counted in your system. Number hygiene is reported weekly.
What we track
- Contact rate
- Booked appointments
- Show rate
- Recovered no-shows
- Pre-qualified visits
- Call quality scores from reviews
What we need from you
- Access to scheduling, or a clear booking handoff
- Your call rules, hours and escalation contacts
- Lists for outbound or reactivation work
- Approval of scripts
How it usually unfolds
- Setup
Scripts, booking rules and system access. Agents are briefed on your services and locations.
- Live
Calls start on the queues you choose. We review recordings and adjust scripts early.
- Ongoing
Weekly reporting, call reviews and new campaigns as your needs change.
Every practice moves at its own pace, so we do not attach dates to these phases.
Questions we hear
Do you approve financing?
No. We gather the details so your team or the lender can decide.
Are your callers people or AI?
People. Our callers are trained agents today. AI voice agents are coming as an option, and callers would be told at the start of the call.
What results have you seen?
Our call center team has booked 8,000 appointments with a 59% show rate.
Do you use robocalls?
No. No predictive dialing and no unsolicited automated calls.
Tell us what you are building.
Pricing and scope are set on the first call.