The AI Agent-powered platform for customer experience

Extract Vision related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.

Respond to Policy Holder requests for copies of Certificate of Insurance (COI) with secure delivery of documents.

Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)

Click-to-call or chat to speak to other clinical staff member when needed

Identify Census files in an inbound RFP and Transform the file to the standard format required by the Carrier and identify any issues.

Proactively detect issues and escalate them as tickets to reduce complaints and improve satisfaction.

Proactively reach out to Policy Holders after a Disaster, such as storm, wildfire, or flood to connect them to required services and relief, and to file any Claims if required.

Support for Applicants to find Lending options that best fits their needs.

Ongong adult preventative wellness education, appointment setting and other actions

Proactively reach out to Policy Holders prior to a disaster, such as storm, wildfire, or flood and educate them on preparedness.

Provide Policy Holder with the current status of a payment on a Claim.

Medication Adherence (overcome barriers - cost, transportation, adverse effects)

Ability for providers to inquire about claim status, adjudication and payments

Ability for service or sales representatives to chat within Ushur journeys, and to warm call transfer to them

Support for inpatient to facility or home transitions to ensure safety and decrease readmissions

Support for inpatient to facility or home transitions to ensure safety and decrease readmissions

Answer policy holder questions on Plan benefits, coverage, and eligibility.

Delivery of member ID cards digitally

Triage inbound RFP emails to identify key attributes regarding Broker, Employer, Quote, and requested Products and automate case setup in Quoting and Underwriting systems.

Guide Borrower through shortfalls or excesses in their escrow account, the tax or insurance payments that led to the shortfall, and to securely accept payments for any shortfall.

Member appointment setting with service or sales agents in support of their buying process

Collection of member information updates such as adding dependants, changing address, etc

Support for education and retail-to-mail conversion

Support for member app download and app and portal initial registration

Understand root causes of medication non-adherence and overcome them

Support for Applicants to find Insurance Plan options that best fit their needs.

Guide the Broker / Employer through the information required from them to onboard them into the Carrier's core systems.

Provide Borrower with details of the current balance on their account.

Member surveys of health risks and needs, SDOH and post care experience and NPS surveys

Click-to-call or chat to speak to pharmacy staff member when needed

Support for finding an in network provider and setting appointment via click-to-call or scheduling system integration

Ability for service representatives to chat within Ushur journeys, and to warm call transfer to them

Post care and pharmacy visit surveys to understand experience gaps for proactive outreach and support as needed

Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing

Member support in finding a health insurance plan that best fits their needs

New member welcome, overview of PBM supports and services, info gathering / sharing (including insurance ID card capture)

Support for member app download and app and portal initial registration

Support for full maternity journeys with education, appointment setting, wellness and more

Full Health Risk / Needs Survey completion with feeds to core systems for follow-up

Social Determinant of Health SDOH survey completion with feeds to core systems for follow-up

Ability for members to opt in to digital communications

Patient appointment setting support with reminders and ability to reschedule

Ongoing pediatric preventative wellness education, appointment setting and other actions

Patient appointment setting support with visit prep instructions, reminders and ability to reschedule

Ability to send notifications to members more timely to meet regulatory timing requirements

Patient appointment setting support with reminders and ability to reschedule

Proactive provider appointment reminders with the ability to reschedule rather than no show (any provider type)

Medication Adherence (overcome barriers - cost, transportation, adverse effects)

Remind and support Member in securely uploading required supporting KYC documents during Policy Review.

Patient education on provider and information and documentation completion

Education on when to use sites of care that are alternatives to the ER (telehealth, urgent care)

Education and appointment setting support for Annual Wellness Visits (AWV) with appointment reminders and reschedules

Click-to-call or chat to speak to Care Manager / Navigator when needed

Notifications to educate on the importance of adult and pediatric preventative care, related appointment setting

Member appointment reminders for care management, provider appointments (any type), home health visits and more

Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing

Securely upload a signed HIPAA release form from the Claimant.

Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)

Education on cost tranparency and cost relief options

Securely collect proof of Active Duty Servicemembers in order to trigger financial protections.

Support for inpatient to facility or home transitions to ensure safety and decrease readmissions

Member information updates – including cross-channel contact details and change of insurance

Overview of PBM support and services and population health and quality programs

Accurate, secure and compliant AI Agent provider inquiry and task completion support 24x7

Sharing of medication refills and reminders with ability to capture and overcome reasons for non adherence

Year-round support for members with Behavioral Health conditions - including education, wellness, care gap closure, appointment setting

Support member ability to search for any type of in network provider and click-to-call to set appointments

Support for understanding and accessing SDOH resources such as nutrition, transportation

Ongoing pediatric preventative wellness education, appointment setting and other actions

Accurate, secure and compliant AI Agent patient inquiry and task completion support 24x7

Remind and support Claimant in securely uploading required supporting documents for a Claim.

Update Member information and contact preferences.

Accurate, secure and compliant AI Member inquiry and task completion support 24x7

Refill reminders and ordering facilitation (including payment capture)

Member appointment setting with service or sales agents in support of their buying process

Proactive care and provider appointment reminders with the ability to reschedule rather than no show (any provider type)

Support for member ongoing utilization of website, traditional apps and portals

Guide the Policy Holder through cancelling their policy.

Education and appointment setting support for Vaccination with appointment reminders and reschedules

Support for education and retail-to-mail conversion

Notification of shipment with tracking number and delivery instructions (i.e. someone needs to be home at delivery)

Ability for Policy Holders to opt in to digital communications.

Remind and support Policy Holder in securely uploading required supporting KYC documents during Policy Review.

Ability for pharma representatives to chat within Ushur journeys, and to warm call transfer to them

Notifications to educate on the importance of care plan adherence, related appointment setting

Patient appointment setting support with reminders and ability to reschedule

Guide the Policy Holder through renewing their policy.

Support for appropriate site of care with appointment setting

Capture of patient information updates and support for review and e-signature for new patient paperwork

Remind and support borrower in securely uploading required supporting KYC documents during Onboarding.

Member information updates – including cross-channel contact details and change of insurance

Member surveys of health risks and needs, SDOH and post care experience and NPS surveys

Ability for members to receive push notices for, or make inquiries about, prior authorization status

Ability for members to opt in to digital communications

Ability for providers to request clinical guidelines

Update Beneficiaries and respond to major life events to ensure Member's benefits are paid to intended individuals.

Guide the Policy Holder through amending, adding, and removing lines of coverage to their existing policy.

Year-round support for members with Chronic Kidney Disease - including education, wellness, care gap closure, appointment setting

Ability for Borrowers to opt in to digital delivery of Statements.

Bill delivery with safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing