Empower Your Agency with AI-Powered Digital Employees

Max is your virtual intake and billing assistant. He simplifies the onboarding process by collecting essential client information, verifying insurance, and ensuring all documentation is in order. Max also monitors outstanding balances and assists families in understanding billing and payment options.

Max handles:

• New client onboarding
• Insurance verification and reminders
• Payment coordination and balance tracking

Monica keeps families in the loop and your calendar organized. She provides real-time updates to clients’ families, shares care schedules, and sends appointment reminders to reduce no-shows. Monica also collects satisfaction feedback to help improve client retention and care quality.

Monica handles:

• Care schedule reminders
• Family updates and communication
• Feedback collection and follow-ups

Ashley builds your referral network by connecting with hospitals, case managers, senior centers, and local organizations. She promotes your services and highlights client success stories to attract new partnerships and client referrals.

Ashley handles:

• Referral outreach
• Partnership engagement
• Promotion of care services in your community