I Built a Voice AI Agent for Pre-Visit Insurance Clearance

Pre-visit insurance clearance is one of those workflows that sounds simple until you see how many phone calls it creates.

A patient calls before an appointment. They need to know whether a procedure, test, or medication requires prior authorization. Staff need to identify the patient, understand what they are asking for, collect payer and provider context, decide how urgent it is, and route the request to the right billing queue.

I built a Telnyx code example that turns that call into a structured intake ticket.

The code example: