Have an AI agent call insurers for appeal updates

Counterforce Health is testing Maxwell, a voice agent built to ask insurers where an appeal stands.

Done with Custom agent· Intermediate

What they did
The company says Maxwell is meant to make insurer calls about appeal status. It is part of the same service that scans denial letters, coverage rules, and medical records, then prepares an appeal letter; that main product is separate from Maxwell. The source does not explain the calling agent’s steps.
How it went
No Maxwell results are given. The reported figures apply to the letter tool instead: ABC11 cites an estimated 70% claim reversal rate, and the product is said to have been used by thousands of patients and several clinics.
Tips
A setup like this works best when the agent has the case ID, insurer details, and a clear update schedule. Require it to stop and confirm before any form submission, message sending, or release of private information.

Try it yourself with Lindy

Help me track my insurance appeal for [claim/appeal ID] with [insurer]. Every [number] business days, check the latest status through [phone number or portal URL] and send me a short report with the date, current status, and any follow-up requested. Do not submit forms, send messages, or disclose personal details until you pause and get my approval first.

Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.

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