Source-grounded AI for health insurance & medical billing teams

The AI Health Insurance
Operations Workspace

Decode medical bills, claims, and denial codes. Explain HMO, PPO, EPO, POS, COBRA, HSA, and HRA coverage. Check Medicaid, Medicare, and ACA subsidy eligibility by state. Organize claim files, prepare appeals, and manage cases — from one secure workspace.

Source-grounded answers Document citations Human review for consequential decisions
The operational problem

Answers live in a thousand PDFs. Your team lives in their inbox.

01

Hours lost to document search. Plan documents, carrier manuals, and underwriting guides are scattered across drives, portals, and email threads.

02

Inconsistent answers. Two agents can give two different answers to the same coverage question, with no citation trail behind either one.

03

Missing claim documentation. Incomplete claim files stall appeals, blow deadlines, and create rework nobody has time for.

04

Tribal knowledge walks out the door. When experienced staff leave, their understanding of carriers, codes, and processes leaves with them.

One hub for everything insurance

Ask anything. Get answers grounded in your approved documents.

Upload plan documents, carrier manuals, underwriting guides, SOPs, and training material. CoverageIQ answers from those sources — with citations — across the full spectrum of insurance topics.

Medical coverage Underwriting guides PPO plans HMO & EPO HSA / FSA / HRA COBRA continuation Medicare & supplements Deductibles & coinsurance Prior authorization Explanations of benefits Denial codes Appeals & grievances Networks & formularies Summary of Benefits & Coverage Claims procedures State-specific rules CPT, HCPCS & ICD-10 codes CARC / RARC denial codes Pre-negotiated / allowed rates ACA premium tax credits & subsidy cliff Medicaid expansion & income limits Medicare eligibility (65+) Form 1095-A reconciliation Medically underwritten plans Pre-existing conditions
Product modules

Five modules. One secure workspace.

Module A

AI Knowledge Hub

A private, permissioned library of your carrier documents, plan materials, and internal procedures — searchable by keyword or plain-language question, with every answer cited back to its source page.

  • Semantic search across plan documents, SBCs, and carrier manuals
  • Citations with page and section references on every answer
  • Effective-date awareness and outdated-document warnings
  • "Insufficient evidence" responses instead of invented answers
Question

"Does the Meridian Silver PPO plan cover out-of-network physical therapy?"

Answer · Cited

Out-of-network PT is covered at 60% after deductible, limited to 30 visits per year.

Source: Meridian Silver PPO SBC · p.4, §Rehabilitation Services · Effective 01/01/2026
Appeal deadline · 12 days
Denial letter
Itemized bill
Medical records
Missing
Appeal draft
Draft
Awaiting human approval
Module B

Claim & Appeal Workspace

Structured case files for every claim and appeal — documents, deadlines, notes, and status in one place, with AI tools that draft and organize while your team decides.

  • Case timelines, deadline tracking, and missing-information checklists
  • Plain-language denial explanations grounded in plan materials
  • AI-drafted appeal letters and payer communications
  • Required human approval before anything is exported or sent
Module C

Medical Bill & EOB Review

Upload bills, EOBs, and denial notices. CoverageIQ extracts the line items, explains them in plain language, and flags math discrepancies, duplicates, and gaps worth a phone call.

  • Structured extraction of codes, amounts, and adjustments
  • Plain-language explanation of what the patient actually owes
  • Duplicate-line and mathematical-discrepancy warnings
  • Suggested questions for the provider and the payer
Billed amount
$4,820
Allowed amount
$2,988
Plan paid
$2,231
Patient responsibility
$757
2 warnings · Possible duplicate line 4 Preliminary AI-assisted information requiring verification by a qualified billing professional.
NewIn reviewHuman approvalResolved
Open cases
24
Due this week
6
Awaiting review
4
Fictional demonstration data.
Module D

CRM & Case Management

A lightweight CRM built for insurance operations — contacts, organizations, pipelines, tasks, and a full activity timeline connecting every client to every case.

  • Sales, onboarding, and case pipelines out of the box
  • Assignments, priorities, and team workloads at a glance
  • Tags, custom fields, and saved views
  • Every action recorded in an auditable history
Illustrative estimate
Household
2 · Texas
Income vs FPL
245%
Non-expansion state · check coverage gap ACA premium tax credit likely Based on 2026 federal poverty guidelines & IRS Rev. Proc. 2025-25. Not tax or legal advice — verify at healthcare.gov.
Module F

Eligibility & Subsidy Estimator

A state-aware calculator for the questions people actually ask: do I qualify for Medicaid, Medicare, or an ACA premium tax credit — and where's the cliff?

  • Medicaid expansion status & income limits, all 50 states + DC
  • ACA premium tax credit eligibility, subsidy cliff, and required income share
  • Medicare age-65 eligibility and enrollment window checks
  • Illustrative Form 1095-A reconciliation — estimate repayment or additional credit
  • Notes on medically underwritten private plans and pre-existing conditions
Module E

Administration & Controls

Organization owners get real controls: roles and permissions, usage limits, audit logs, retention settings, and complete tenant isolation between workspaces.

  • Role-based access across nine user roles
  • Audit logs for documents, cases, and AI interactions
  • Data-retention controls and deletion workflows
  • Usage reporting and subscription management
Tenant isolation · Enforced
Roles & permissions
Audit logging
Retention policy
Set
Admin dashboard preview
How source-grounded AI works

Retrieval first. Answers second. Citations always.

STEP 01

Ask in plain language

A team member asks a question — about a plan, a bill, a denial, or an internal procedure.

STEP 02

Retrieve only authorized documents

The system checks the user's organization and permissions, then retrieves relevant excerpts from approved documents only. No cross-tenant access, ever.

STEP 03

Answer with citations

The AI answers from those excerpts alone — with source citations, page references, effective dates, and a confidence indicator. If the evidence isn't there, it says so.

Human oversight, by design

AI drafts. Your team decides.

Approval before anything leaves

Appeals, letters, and exports require an explicit human approval step. CoverageIQ never submits claims or appeals automatically.

Escalation to qualified reviewers

Consequential or uncertain answers can be routed to a designated human reviewer inside your organization before they're relied on.

An auditable record of AI-assisted work

Every AI interaction, draft, approval, and export is logged — so you always know what was generated, by whom, and from which sources.

Clear limits, clearly stated

CoverageIQ is not a replacement for licensed insurance professionals, certified coders, or attorneys — and it never guarantees a claim outcome. AI outputs require human verification.

Security approach

Built for sensitive information from day one.

Healthcare and insurance data deserves architecture, not afterthoughts. Security is designed into every layer of CoverageIQ.

Encryption in transit and at rest with secure secrets management and signed, expiring file access.

Strict tenant isolation. Every organization's documents, cases, and conversations are inaccessible to every other organization — enforced at the database and retrieval layers.

Role-based access control with audit logging, session management, and least-privilege service access.

Prompt-injection defenses and protection against cross-tenant retrieval, tested by a dedicated AI safety evaluation suite.

Retention and deletion controls so your organization decides what is kept, for how long, and when it's gone.

Who it's for

Built for the teams doing the work.

Insurance Agencies

Standardize answers across your book of business and make every agent as sharp as your best one.

Medical Billing Companies

Review bills faster, catch discrepancies, and keep every appeal file complete and on deadline.

Healthcare Practices

Give front-office and billing staff instant, cited answers on coverage, prior auth, and denials.

Patient Advocates

Organize each client's case, decode their EOBs, and prepare stronger appeals in less time.

Employers & Benefits Teams

Answer employee benefits questions consistently from your own approved plan documents.

Consumers

Understand your own bills, coverage, and options — in plain language, with the sources shown.

Pricing

Start small. Scale when the work does.

Individual
$29
per month · 1 user
  • Insurance question assistant
  • Medical bill & EOB explainer
  • Claim checklist builder
  • Appeal-letter generator
  • Personal case dashboard
Start Trial
Professional
$149
per user / month
  • Everything in Individual
  • Carrier-document search
  • Claim & appeal workspaces
  • Deadline tracking & case notes
  • Human-review workflow
Start Trial
Growth
$1,999
per month · up to 30 users
  • Multiple departments or locations
  • Advanced analytics & API access
  • CRM integration capability
  • Custom workflow builder
  • Priority support & onboarding
Book a Demonstration

Enterprise

Custom annual agreements with single sign-on, dedicated environment options, custom retention controls, security review, white-label capabilities, and a dedicated account manager.

Contact Sales

Annual billing available with two months free on every plan. All plans include a free trial in demonstration mode.

Frequently asked questions

Straight answers.

Where do the AI's answers come from?+

From your documents. CoverageIQ uses retrieval-augmented generation: it finds the relevant excerpts in your organization's approved documents, answers only from those excerpts, and shows you the citation — down to the page and section. If the source material doesn't support an answer, it tells you that instead of guessing.

Will it ever submit a claim or appeal on its own?+

No. CoverageIQ drafts and organizes, but a human approval step is required before anything is exported or communicated externally. Consequential decisions stay with your team.

Can other companies see our documents?+

No. Every organization's workspace is strictly isolated. Your documents, cases, conversations, and analytics are never accessible to any other organization, and retrieval is permission-checked on every single query.

Is CoverageIQ HIPAA compliant?+

We architect for the handling of sensitive healthcare information — encryption, access controls, audit logging, tenant isolation, and retention controls — and we operate a separate demonstration mode that uses synthetic data only. We don't make compliance claims we haven't earned: production use for protected health information is enabled only after the appropriate agreements, vendor reviews, and security evaluations are in place for your organization. Ask us about the current status during a demonstration.

Does it replace our licensed staff or coders?+

No — and it isn't meant to. CoverageIQ is a workspace that makes licensed professionals, billing specialists, and advocates faster and more consistent. Coding-related outputs are clearly labeled as preliminary AI-assisted information requiring verification by an appropriately qualified professional.

How long does it take to get started?+

Individual and Professional plans start with a self-serve trial. Agency and Growth workspaces typically begin with assisted onboarding: workspace setup, document import, user invitations, and training. Enterprise timelines are scoped during the security and procurement review.

See it on your
own documents.

Book a demonstration and watch CoverageIQ answer real coverage questions — with citations — from sample plan materials.