Savvy Agents
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Meet Milo, Your AI Insurance Coordinator

Insurance verification... done before they arrive.

Stop losing revenue to insurance denials.

Verify coverage in seconds, not hours

Book a demo See how it works
HIPAA Compliant
Real-time verification
95% faster than manual
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AI-Powered Insurance
Verification & Benefits
Automated & Accurate
95%
Faster verification
40%
Fewer claim denials
<2min
Per verification
AI-Powered Insurance Verification

From appointment scheduled to coverage confirmed

Milo automatically verifies insurance eligibility, checks benefits, and flags coverage issues before patients arrive. No more surprise denials or billing headaches.

HIPAA Compliant
Real-time Sync
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Milo

New appointment detected
APPOINTMENT TRIGGER
New
New Patient Appointment Just now
Patient: Sarah Johnson
Date: Tomorrow, 10:00 AM
Treatment: Crown #14
Insurance: Delta Dental PPO
Starting insurance verification...
Features

Everything you need for seamless insurance operations

Milo handles the insurance complexity so you can focus on patient care and grow your practice revenue.

Real-Time Eligibility

Instant verification with 300+ insurance payers. Know coverage status before the patient arrives.

Benefits Breakdown

Detailed coverage analysis including deductibles, maximums, waiting periods, and frequency limitations.

PMS Integration

Syncs seamlessly with Dentrix, Open Dental, Eaglesoft, and other major practice management systems.

Patient Cost Estimates

Accurate out-of-pocket estimates for patients. No more billing surprises or uncomfortable conversations.

Smart Alerts

Proactive notifications for coverage issues, expiring benefits, and pending authorizations.

Prior Authorization

Automated pre-authorization requests and tracking. Reduce delays and increase approval rates.

The Transformation

Before & after Milo

See how practices transform their insurance operations with Milo handling verification and benefits.

Before Milo

The daily struggle

Hours spent on hold with insurance companies
Surprise claim denials after treatment
Patients upset about unexpected bills
Staff overwhelmed with verification calls
Lost revenue from uncovered procedures
Manual data entry errors in PMS

After Milo

The new normal

Instant verification in under 2 minutes
Coverage confirmed before treatment begins
Accurate patient cost estimates upfront
Staff focused on patient experience
Maximized reimbursements with clean claims
Automatic PMS updates, zero manual entry
PMS Integrations

Works with your existing systems

Ira writes directly to your PMS. No new dashboards, no data entry. Scheduling and notes stay accurate automatically.

Dentrix PMS Integration
Open Dental PMS Integration
Eaglesoft PMS Integration
Denticon PMS Integration
Cloud 9 PMS Integration
Curve Dental PMS Integration
Dentrix Enterprise PMS Integration
Dentrix Ascend PMS Integration
Practice Works PMS Integration
Dolphin Imaging PMS Integration
OrthoTrac PMS Integration
eClinicalWorks PMS Integration
ModMed PMS Integration
Epic EHR Integration - Coming Soon Soon
Bi-directional sync
Real-time updates
HIPAA compliant
Zero maintenance
AI Workforce

Milo works with the whole team

Milo integrates seamlessly with Ira, Sia, and Novi to create a complete AI-powered dental practice workflow.

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Ira

Receptionist

Answers calls, books appointments, collects insurance info for Milo
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Sia

Scribe

Documents visits, generates notes with procedure codes for Milo
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Milo

Insurance Coordinator

Verifies coverage, checks benefits, maximizes reimbursements

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Novi

Retention Manager

Follows up on treatment plans using Milo's coverage data
FAQ

Frequently asked questions

Milo connects directly to insurance payer portals and clearinghouses to verify eligibility in real-time. When an appointment is booked, Milo automatically pulls the patient's coverage information, checks active status, and retrieves benefit details—all without any manual intervention.
Milo supports over 300 dental insurance payers including Delta Dental, Cigna, MetLife, Aetna, Guardian, United Healthcare, and most regional carriers. Our coverage is continuously expanding to include more payers.
Yes, Milo is fully HIPAA compliant. All data is encrypted end-to-end, stored securely, and we maintain strict access controls. We sign Business Associate Agreements (BAAs) with all practices and undergo regular security audits.
Milo pulls data directly from payer systems, so the information is as accurate as what's in the insurance company's database. We display the verification timestamp so you know exactly when the data was retrieved.
Yes, Milo can initiate and track prior authorization requests for procedures that require pre-approval. You'll receive alerts when authorizations are approved, denied, or need additional information.
Most practices are up and running with Milo within 48 hours. Our team handles the PMS integration and payer connections, and provides training to ensure a smooth transition.
Get started in 48 hours

Ready to stop losing
revenue to insurance denials?

Book a demo with our team. We'll show you how Milo can verify eligibility in seconds, reduce claim denials by 40%, and maximize your reimbursements.

Book a Live Demo
HIPAA Compliant
60-Day Pilot Available
No Long-Term Contract