The command center for live insurance calls
Copilot turns every payor call — benefits, eligibility, claims status, prior auth, and more — into clean, structured data. It dials the payor, transcribes the conversation live, verifies answers in real time, and captures a secure recording so your team can do more, with fewer mistakes.
What Copilot does
Many insurance calls still need a real person on the line. Copilot is the human-in-the-loop assistant that makes those calls faster, more accurate, and fully captured.
Everything you need on an insurance call
These capabilities work together to capture the call, verify the answers, and keep your team productive.
Live transcription
Hear every word, captured automatically.
Dual-speaker transcription separates the agent and the insurance rep in real time, so the full conversation is on screen as it happens.
Structured call form
Turn a phone call into clean, structured data.
A guided per-inquiry form captures every required detail in a consistent format, no more messy free-text notes.
AI call summary
Context going in, a clear recap coming out.
Copilot generates a customized, AI-powered summary for every call — the specific background you need before you dial, and a clear recap of what happened once you hang up.
Recording handling
Compliant, secure recordings — handled end to end.
Call audio is captured, encrypted, and uploaded as a single recording that's automatically attached to the call result.
Resilience features
Built for the real world of dropped calls and flaky Wi-Fi.
Copilot is designed to keep going when conditions aren't perfect, so your team never loses work to a crash or a network blip.
How a call works
From sign-in to submission, Copilot guides your team through every step.
Sign in & load inquiries
Start the call
Verify in real time
Submit & attach
Secure and compliant by design
Pricing
Pay as you go per call, or per team member for unlimited use. No long-term contracts.
Pay as you go
Usage-based pricing for teams that want Copilot without a per-seat commitment.
Team
For teams that want to equip everyone with Copilot.
Enterprise
For large operations with high agent counts and custom integration needs.
Frequently asked questions
What is Copilot?
Copilot is a desktop assistant for the team members who place insurance calls — benefits, eligibility, claims status, prior authorization, and more. It dials the payor, transcribes the conversation live, verifies answers against your required questions in real time, captures a structured form, and produces an encrypted recording, all tied back into Health Harbor.
Do I still need a team if I use Copilot?
Yes, Copilot is a human-in-the-loop tool. It makes your existing team far more productive on calls that require a live person, while our automated pipeline handles the calls that don't.
How does the recording stay compliant?
Audio is encrypted with envelope encryption at rest, uploaded securely, and automatically attached to the call result, giving you a complete audit trail.
What happens if a call drops or the app crashes?
Copilot is built for resilience. Submissions that can't complete are queued and retried, and interrupted calls can be resumed after a crash so no work is lost.
Can I see it in action?
Absolutely. Book a call with our team and we'll walk you through a live Copilot demo tailored to your team's call workflow.
See Copilot on a real call
Book a demo and we'll show you how Copilot speeds up insurance calls for your team.
Book a Demo
