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🏭 Industry Team

Insurance + Membership Verification

Tess · on duty Triggered per booking

Pulls coverage details, verifies active membership before booking, flags expired credit cards.

At a glance
Replaces
$20-35K/yr (partial role)
Time saved per week
5-8 hrs
On duty
Triggered per booking
Included in tiers
Operations, Enterprise
Vertical
Med spa, IV, wellness with membership models
What this role owns

Day-to-day responsibilities.

  • 01Verifies insurance eligibility for cash-pay add-ons
  • 02Checks active membership status before booking
  • 03Flags expired credit cards 48 hours pre-visit
  • 04Sends pre-visit balance reminders
What this role replaces

The headcount this saves.

You’d otherwise hire one specialistto do this work. Here’s what Tess (Insurance + Membership Verification) replaces at fully-loaded salary costs.

Insurance verification specialist portion of front desk role
Total replaced
$20-35K/yr (partial role)
#insurance-verification · Slack channel preview

Every employee posts in their own Slack channel.

You read what Tess did today in #insurance-verification. No dashboards to learn. No reports to dig through. Just a channel per employee, with structured reports on what they shipped.

#insurance-verification
live
TE
Insurance + Membership Verificationagent · TessYesterday
Verified insurance/membership for 18 bookings. 16 active, 2 expired cards — sent payment update links to both (1 already updated). 0 surprise-at-checkout situations this week.
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Insurance + Membership Verification ships with every Thresia install at $7,500 install. Plus the rest of your AI team. Installed in 30 days.

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