Theo
activeInsurance Agent
Verifies eligibility and benefits, flags referral and authorization requirements before visits.
Front Office
29
tasks today
1.1%
Error rate
41h
Est. staff hours saved
7
skills
What This Agent Does
Each skill validates permissions and tenant context before execution, and emits an audit record.
What This Agent Does Not Do
- Does not guarantee payer payment — verifications are point-in-time payer responses.
- Does not decide coverage disputes; exceptions route to staff.
Default Autonomy
The most restrictive policy (organization, practice, agent, skill, workflow step) always wins.
Autonomy changes are audited. Clinical and high-risk skills always require human approval, regardless of level — the most restrictive policy wins.
Required Integrations
- Eligibility clearinghouse (270/271)
Required Permissions
Pricing
$199/month
Usage price
$0.35/check
Included usage
500 checks/mo
14-day free trial
Illustrative placeholder pricing — final pricing is configured per contract, never hard-coded.
Available in bundles
Entitlements
- legacy_migrationgrandfatheredAug 2025
Agent Activity
- 8:21 AM
Insurance verified — Aetna PPO active, $30 copay
completed - 9:20 AM
insurance.failed — Eligibility check (James Okafor)
trc_4a77 - 8:21 AM
insurance.verified — Coverage #C-1102 (Margaret Chen)
trc_39f1