Your AI insurance coordinator

Less chasing.
More clarity.
Meet Ivy.

From checking benefits to calling insurers to providing accurate treatment cost estimates to patients, Ivy keeps insurance work moving.

✓
Before the visitBenefits, checked.
☎
Missing payer details?Ivy makes the call.
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More than a flagThe why behind it.

Verifies coverage across 1000+ payers and plans

Meet Ivy

See Ivy in action

A walkthrough of Ivy’s workflows for dental practices and DSOs.

Real results from real dental insurance teams.

“Ivy saves me a full week of work (32 hours). I am the only insurance coordinator, and before I used to go to every website to check eligibility. Now, I get everything done for this week and next week in one day, so now I can focus on claims and making sure patient statements are right the first time.”

Misty
Misty Insurance Coordinator, Carolina Pines Dentistry

“We’re collecting at least $100 to $200 more a day across our 3 locations with Ivy. That’s money you’d otherwise be chasing after the patient is out the door.”

Christy
Christy Director of Office Administration, Signature Perio

“Our team is saving four hours a day with Ivy. The layout is easy to read, the reports are more complete, and we love being able to search by code. Having downgrade details and exclusions clearly laid out has made a real difference in our day-to-day workflow.”

Dr. James Candon
Dr. James Candon BridgeMill Dental Care

The detail that makes the difference

Don’t just see a flag.
Understand why.

Insurance details don’t always tell the whole story. Ivy explains coverage rules and points out missing payer information, so your team knows what needs a closer look.

  • Make sense of frequency limits and coverage rules
  • See when information wasn’t returned by the payer
  • Give your team a clearer next step
See Ivy’s explanations in action ↗
Ivy procedure callouts: D2740 crown next eligible 04/10/2028 with a downgrade; D7111 extraction needs the tooth identified.

Ivy calls insurance companies

Missing benefit details?
Let Ivy make the call.

When payer portals leave gaps, Ivy calls insurers for missing eligibility and benefit details—and records the answers for your team.

01 / Insurance calls

Let Ivy take the call.

When payer portals aren’t available or details are missing, Ivy calls insurers and brings recorded answers and a reference number back into the workflow.

Estimated patient portion$457.72Ready before the visit
Sample treatment estimate: patient portion $457.72, estimated insurance $650.89, total cost $1,108.61, with a breakdown by procedure

02 / Patient estimates

Answer “What will I owe?” before the visit.

Ivy turns verified benefits and your treatment plan into patient estimates. See the expected insurance contribution and patient share by procedure, with the plan details behind the calculation.

Estimates are based on payer-reported benefits and are not a guarantee of payment.

Start the day with a clearer picture

Know where
your team is needed.

See verified patients, missing information, and estimates needing review in one worklist. Ivy gathers detailed benefits before the visit and supports coverage checks on demand.

See what a day with Ivy looks like ↗

A clearer picture before treatment

See payer review results.
Know what’s still needed.

Ivy brings payer review outcomes and missing-information details into view before treatment, so your team can see what needs attention for eligible procedures with supported payers.

  • See review results for individual procedures
  • Identify missing images or other information
  • Know what needs your team’s attention before treatment
See pre-treatment review in action ↗
Ivy payer review example: planned procedure D2740 has a missing-information result and a payer remark saying no attachment found.
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Review results, with the details that matter.
Available for eligible procedures with supported payers. Payer review is not a guarantee of payment.

More of the work, connected

From the benefits check
to your practice software.

Benefits, estimates, and practice-software updates—all part of your team’s day with Ivy.

Insurance verification

Detailed benefits. Before the visit.

Ivy verifies benefits across Verifies coverage across 1000+ payers and plans, gathering primary and secondary benefits, deductibles, remaining maximums, procedure coverage, and service history before patients arrive. Check coverage on demand when needed.

Patient cost estimates

Help patients understand what they’re expected to owe.

Ivy uses benefits, fee schedules, deductibles, maximums, and applicable payer-review results to prepare treatment and upcoming-visit estimates.

Write back results to your practice management system

Keep the results where your team works.

Ivy writes insurance information, eligibility PDFs, and supported treatment estimates back into your practice software, reducing manual copying.

See how these workflows fit your practice ↗

Built around your insurance work

One practice.
Or many offices.

Keep people focused on the work that needs people.

For practices, Ivy helps teams find insurance details and exceptions. For DSOs, cross-clinic search, bulk settings, and work history help teams manage insurance work across offices.

See Ivy in action ↗

A few things you may be wondering

Let’s clear
that up.

What does Ivy actually do?

Ivy is Overjet’s AI insurance coordinator. She gathers benefits, checks coverage, calls insurers for missing details, explains coverage rules, surfaces pre-treatment payer review outcomes, and helps teams see which patients and estimates need attention.

Can Ivy work with our practice software?

Ivy supports integrations that bring insurance information into your existing workflow, including supported writebacks of insurance information, eligibility PDFs, and treatment estimates. We’ll review compatibility with your practice software in the demo.

Does Ivy replace our insurance team?

Ivy handles supported insurance tasks and surfaces exceptions for your team to review. Your people stay involved when details need attention, an estimate needs review, or a patient needs a conversation.

Are estimates or payer reviews a payment guarantee?

No. Estimates reflect the available benefits and other applicable information. Payer reviews are available for eligible procedures with supported payers; they are not a guarantee of payment.

Put Ivy to work
on insurance work.

See the benefits. The calls. The explanations.
And what they could mean for your team’s day.

See Ivy in action ↗