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 We do not quote coverage or approve anything.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.
How we compare
Monarchy vs a standard agency
| Topic | Monarchy | Standard agency |
|---|---|---|
| Speed to launch | Agents and playbooks are already built, so setup is short and work starts on what you have. | Long discovery and onboarding before anything goes live. |
| Cost structure | Specialist agents handle the repeatable work. You pay for senior attention and outcomes, not hours. | Billed by hours and headcount, so cost grows with every task. |
| Integrated team | Marketing, creative and a call center staffed by people, working with our agentic systems in one team. | Usually one discipline. Calls, creative and automation go to other vendors. |
| Results tracking | Booked and attended appointments, counted in your own system. | Clicks, impressions and leads. |
| Track record | A long record of booked and attended appointments, reported in our clients’ own systems. | Often reported as reach or traffic. |
| Phones | Calls are answered by people today. Voice agents are coming as an option. | Calls often go to voicemail or an outside answering service. |
| Supervision and guardrails | Agentic systems follow the rules and guardrails we set. We supervise production in many areas, and you supervise the areas you manage. | AI use is often ad hoc or not disclosed. |
What Monarchy can do
- We run thousands of AI agents across many functions.
- A fully equipped call center, integrated with AI and run in a compliant way.
- Our staff are trained on HIPAA requirements, and our systems are built to meet HIPAA requirements.
- Marketing, lead generation and B2B strategy projects that perform.
- We run major surveys and develop acquisition strategies.
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 books and confirms appointments every day, and we report results as booked and attended visits in your own system.
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.