Book a demo
Home › Features › Insurance Benefits Reminders
05 · LOST REVENUE RECOVERY

“Use it before you lose it.”

Timed reminders to patients with unused benefits ahead of year-end and plan renewals — with a booking link, in your name.

Book a free auditWatch the demo
Priority list · auto-ranked
S. Ahmedoverdue 7 moText sent
J. Parkoverdue 11 moBooked ✓
M. Rossiaccepted crownCall today
L. Chenoverdue 14 moEmail sent
THE Q4 SCHEDULE FILLER

Benefits expire. Reminding patients is a service, and it fills November and December.

Priority list · auto-ranked
S. Ahmedoverdue 7 moText sent
J. Parkoverdue 11 moBooked ✓
M. Rossiaccepted crownCall today
L. Chenoverdue 14 moEmail sent
✓Auto-ranked
OverdueAccepted tx

Who has benefits left

From your PMS insurance data, or a simple export — patients with remaining coverage and pending or due treatment.

Day 0Textwith booking link
Day 4Emailsame message, more detail
Day 10Assistant callbooks or takes a note
Day 20Humanshort list for your team
✓Stops when booked
Day 0Day 4Day 10

Starts in October

Three touches across Q4, each with real availability.

Live availability · Insurance Benefits Reminders
Mon
Tue
Wed
Thu
Fri
Tue 10:30 am selected → Book
✓Booked Tue 10:30
Real openingsSynced

Plan-renewal nudges

For plans renewing mid-year, the same logic on their calendar.

THIS WEEK
Missed calls14
Recovered9
9 × $400 = $3,600 saved · sample
✓Recovered
Missed callsRecovered

Pairs with unscheduled treatment

Benefits + an accepted plan = the most responsive segment you have.

Secure form · completed on phone
Submit ✓
✓Form completed
SecureOn phone

Opt-out and tone

Helpful, not salesy; STOP honoured.

97%calls answered
31bookings this week
12recalls booked
$4,160recovered this month · sample
✓Updated live
WeeklyIn dollars

Year-end report

Reminders sent, bookings, production scheduled.

WHAT YOU GETYear-end schedule fills
HOW FASTLive within about 14 days of your audit — no new software for your team.
YOUR RULESRuns in your practice’s name, with consent, opt-out and AI disclosure built in.
PREVIEW · INSURANCE BENEFITS REMINDERS

Watch the whole flow, step by step.

“Use it before you lose it” campaigns ahead of year-end. This is the scripted walkthrough with a sample patient — every step below plays on the phone as it would in your practice. The interactive version is right underneath.

9:41
Insurance Benefits RemindersScripted demo
Step 1
1 / 8
Book a free audit →
  1. 1Segment
  2. 2Text sent · Nov 10
  3. 3Clinic: “Hi Grace, a reminder from Dental Agentic Clinic: your dental benefits reset on January 1. You may sti
  4. 4Patient: “Yes! Anything in December?”
  5. 5Clinic: “We have Dec 4 at 10:00 am or Dec 9 at 4:30 pm. Which works?”
  6. 6Patient: “Dec 9 please.”
  7. 7Clinic: “Booked: December 9 at 4:30 pm. We’ll check your remaining coverage before the visit.”
  8. 8Unused benefits turned into booked visits before the reset

Explore the other modules

One AI workforce. Start with the modules that leak the most revenue; add the rest when you’re ready.

AI Voice ReceptionistNever miss a call. AI answers, qualifies and books.Missed-Call Text-BackInstantly turns every missed call into a conversation.2-Way SMS & WebchatReal-time texting your team can jump into anytime.Unified InboxCalls, texts, chats and emails — one inbox for the whole team.24/7 Online BookingPatients book anytime, anywhere — synced to your schedule.Automated RemindersTexts and emails that cut no-shows without front-desk effort.Hygiene Recall ReactivationOverdue hygiene patients brought back automatically.No-Show & Waitlist FillFill openings fast and minimise lost production.Digital Forms & IntakeSecure digital paperwork completed before every visit.Payment ProcessingGet paid faster with secure, automated payment links.Built-in CRMTrack every stage of the patient journey in one place.Custom AutomationsYour repeat admin, handled by workflows you approve.Advanced AnalyticsReal-time insight into calls, bookings and conversion.Mobile AppManage conversations and bookings on the go.Smile BotVisitors see their future smile in 60 seconds — and become leads.Review ManagementAutomated review requests after every visit — grow your rating.Google Business ProfileKeep your profile current, rank higher, get more calls.Patient ReactivationWin back inactive patients with targeted outreach.Email & SMS OutreachNurture and engage patients at scale, with consent honoured.Referral & Lead TrackingKnow which sources bring new patients — and close more of them.Practice Performance ReportingClear monthly reports to measure and grow.Missed-Call Revenue RecoveryEvery unanswered call texted back and booked.Unscheduled Treatment Follow-UpAccepted-but-unbooked treatment plans chased until scheduled.Lapsed Patient Win-BackPatients not seen in 12–18 months re-engaged in sequence.Insurance Benefits Reminders“Use it before you lose it” campaigns ahead of year-end.Revenue Leak DashboardSee what slipped each week — and what was recovered.

Find out what your front desk is costing you.

We call your clinic three times, test your website and Google profile, and send a one-page scorecard with a conservative dollar figure. Free, no strings, 48 hours.

Book my free audit ↗
HOW THIS MODULE WORKS
1
TriggerQ4 begins; benefits unused
2
Dental AgenticReminder with remaining-benefit nudge
✓
ResultYear-end schedule fills

Common questions

Do we need exact remaining-benefit numbers?

No — “you may have benefits remaining” works; exact figures where you have them.

Does it work for US plans?

Yes, same logic on plan year.

Can we target families?

Yes, one message per household.