# Orvera FINEOS Integration for Claim Status

> Orvera AI agents connect to FINEOS. They check absence and disability claim status for the caller, explain the next step and log the outcome.

Source: https://orvera.ai/integrations/fineos
Last modified: 2026-11-12T02:26:50Z

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FINEOS

# Orvera + FINEOS Integration

Orvera AI connects to FINEOS, so its agents can serve claimants straight from the live record. The agent checks absence and disability claim status for the caller. If a call needs a claims specialist, it goes to your team with the whole story attached.

[All integrations](https://orvera.ai/integrations)

FINEOS

Orvera AI

How it fits

## Does Orvera integrate with FINEOS?

Yes. Orvera AI works with FINEOS and with the CRM and contact center tools you already run beside it. Employees on leave call to check where their absence or disability claim stands. The agent checks the status in FINEOS and explains the next step. The agent sticks to the steps your team approved, and we build and deploy the connection.

Built in

- role-based access controls
- encrypted data transmission
- SOC 2 Type II certified

What you get

## What does the Orvera and FINEOS integration do?

### Live policy answers

The agent has the FINEOS record open during the call. Coverage, billing and claim questions get a real answer.

### Questions in your order

Every intake follows the script and checks your claims and service teams signed off on.

### Context on every turn

Policy details and earlier contacts stay in view, so the caller only explains the situation once.

### Records written back

After each call, the summary, outcome and next step land in your systems.

End to end

## How is the Orvera and FINEOS integration set up?

1. Step 01

    ### Interaction initiated

    A claimant calls, chats or emails, and the agent picks it up right away.

2. Step 02

    ### Workflow execution

    First it checks who they are. Then it follows the steps your team approved for that request.

3. Step 03

    ### Context applied

    It reads the policy and claim details from FINEOS and answers from what's there.

4. Step 04

    ### System updated

    After the conversation, the summary, outcome and any requested change are recorded.

5. Step 05

    ### Action triggered

    If a call needs a claims specialist, it goes to the queue you chose, summary and all.

In practice

## Built for policy and claims service

### Policy and claim questions

The agent checks absence and disability claim status for the caller.

### Handoff and escalation

A claimant who needs a person goes to the team you picked for that case, and the summary goes with them.

### After-hours and overflow coverage

Claim questions come in at all hours, and the agent takes every call right away.

### Post-conversation follow-up

Once the conversation ends, the agent can kick off whatever follow-up your team set for that outcome.

Capabilities

## What your team gets with Orvera and FINEOS

1. ### Voice, chat and email

    The same workflows run on every channel your customers use.

2. ### Agent Assist on live calls

    When a person takes the call, Orvera AI Agent Assist puts the FINEOS details and the next step on their screen.

3. ### Conversation summaries

    Each conversation gets a short summary your team can read in a few seconds.

4. ### AI Quality Management

    Every conversation gets scored against your quality checklist, whether the AI or a person handled it.

5. ### Reporting on every interaction

    Contact reasons, outcomes and handoffs sit in one report, so you can see what's behind your volume.

FINEOS

## What outcomes does the FINEOS integration deliver?

- Policy questions answered from the live record

- Less manual lookup work for your team

- Handoffs carry the whole conversation

- Coverage after hours and at peak times

- A clear record of every outcome

Book a demo: https://orvera.ai/contact-us