Insurance Verification Caller

An outbound agent that calls insurance carriers on behalf of healthcare providers to verify a patient's coverage, benefits, and eligibility before a scheduled visit or procedure. Navigates carrier IVR systems, reaches the eligibility department, and authenticates as the requesting provider.

Captures the verification details that downstream billing and front-desk workflows depend on — plan status, effective dates, copay and deductible amounts, prior-authorization requirements, and any service-specific coverage notes — and logs the reference number for the verification call. Handles common edge cases like inactive plans, secondary coverage, and carrier transfers between departments without losing context.