The AI Agent-powered CX platform for regulated industries

Education and connectivity to support resources for fall prevention (movement, home safety...)

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.

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

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

Support for education and retail-to-mail conversion

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

Guide Borrower through requesting an official Payoff Letter for their loan.

Update Borrower information and contact preferences.

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

Proactive Rx status notifications (fill status, issues like prior auth)

Support for education and 90-day fill conversion

Support for provider credentialing information submission and status updates

Provide Member with the current status of a payment on a Claim.

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

Patient appointment setting support with reminders and ability to reschedule

Ability for members to understand and file Grievances, and receive status updates

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

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

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

Automatically triage incoming servicing emails to identify intent and respond to service requests.

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

Education and connectivity to support resources for incontenence

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

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

Shipment status updates

Guide the Member through potential insurance benefits and available workplace accommodations, reduced hours, and reassignments to help them decide between different disability options.

Automatically triage incoming servicing emails to identify intent and respond to service requests.

Proactively reach out to delinquent Borrowers to educate them on eligible Debt Management Plan options available and support their decision.

Ability for any provider to update their roster information for provider directory accuracy

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

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

Education and scheduling of Medication Reconciliation

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

Support for member education on benefits and how to utilize them throughout the plan year

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

Support for education and brand to generic fill conversion

Support for education and brand to generic fill conversion

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

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

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

Ability for clinical representatives to chat within Ushur journeys, and to warm call transfer to them (RN, Pharma, Care Manager)

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

Provide Borrower with the current status of a payment made to their account.

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

Patient support in finding in network doctors (of any type) that best fit their needs

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

Education on benefits of mail order delivery and Rx transfer support

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

Patient appointment setting support with reminders and ability to reschedule

Ongong adult preventative wellness education, appointment setting and other actions

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

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

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

Refill reminders and ordering facilitation (including payment capture)

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

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

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

Support Applicants in finding Insurance Plan options that best fit their needs.

Remind and support Applicant in securely uploading required supporting documents post Application.

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

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

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

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

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

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

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

Collection of cross-channel member contact information to support better communications

Collection of cross-channel member contact information to support better communications

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

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

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

Member welcome notifications that educate on plan benefits, deliver digital ID cards

Year-round support for diabetic members including education, wellness, care gap closure, appointment setting

Patient appointment setting support with reminders and ability to reschedule

Guide the Policy Holder through re-instating a lapsed policy.

Update Member information and contact preferences.

Answer Member questions on Plan benefits, coverage, and eligibility.

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

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

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

Support for finding a primary care doctor or pediatrician in network and setting appointment via click-to-call

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.

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

Completion of forms and e-signing records transfer paperwork

Understand root causes of medication non-adherence and overcome them

Support medication adherence with retail, mail order and 90-day refill request support

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

Provide Member with the current status of a Claim.

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

Collect detailed surgical information, including operative reports, discharge summaries, and post-operative recovery plans from the Claimant.

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

Proactive notifications and inquiry handling about Medicare Annual Notices of Change. Including FAQ support for top ANOC call drivers

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

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

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

Shipment status updates

Ability for Borrowers to opt in to digital communications.

Ability for members to inquire about eligibility and verify out of pocket costs

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