Kaylie provides AI-powered insurance support for dental practices, helping teams spend less time navigating carrier portals and more time caring for patients. Its virtual insurance teammate checks benefits for scheduled patients, including coverage by procedure, annual maximums, remaining benefits, frequencies, waiting periods, and prior treatment dates. Kaylie writes verified information back to practice software and shows where each answer came from.

The service also estimates patients’ costs, flags coverage limitations before treatment, and tracks open claims through insurance portals. When an Explanation of Benefits arrives, Kaylie reads it and compares the carrier’s payment with the earlier estimate, highlighting differences such as downgraded procedures. It can retain plan-specific payment patterns from EOBs to inform future estimates for patients with the same carrier and employer group.

Kaylie is designed to streamline daily insurance tasks, from preparing the morning schedule to answering billing questions and following up on claims. The company states that its service is HIPAA-compliant and that it signs a Business Associate Agreement with every practice.