The AI Agent-powered CX platform for regulated industries

Education and scheduling of Medication Reconciliation appointments

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

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

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

Guide the Policy Holder through cancelling their policy.

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

Support for member app download and app and portal initial registration

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

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

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

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

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

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

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

Education and notices on Explanation of Benefits (EOB)

Support for education and brand to generic fill conversion

Reach out to delinquent Borrowers with empathy to identify circumstances such as job loss, illness, divorce, deployment that may be eligible for relief measures.

Ongong adult preventative wellness education, appointment setting and other actions

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

Guide the Claimant through the process of reporting the death of a Policy Holder and filing a Claim.

Patient appointment setting support with reminders and ability to reschedule

Delivery of member ID cards digitally

Proactive member out of pocket notifications – with support for “price shocks”

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

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

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

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

Collect Member's bank details and payment information to ensure that Group Insurance coverage transitions to Individual coverage after employment ends.

Notifications to educate on the importance of chronic condition management, related appointment setting

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

Surveying capability for experiences and NPS scoring

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

Ongoing pediatric preventative wellness education, appointment setting and other actions

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

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

Confirm Claimant's Return to Work date as well as any supporting documentation from the doctor.

Ongong adult preventative wellness education, appointment setting and other actions

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

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

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

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

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

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

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

Surveying capability for experiences and NPS scoring

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

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.

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

Education on benefits of mail order delivery and Rx transfer support

Support for eating well, exercising as well as weight loss medications like GLP1

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

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

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

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

Completion of forms and e-signing records transfer paperwork

Ability for providers and pharmacies to perform prior authorization inquiries, submit forms and information, and receive status updates

Schedule follow up call with Sales Representative with reminders and rescheduling.

Sharing of pre visit preparation instructions with ability to automate answers to inquiries

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

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

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

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

Notifications to educate on the importance of Care Management and set appointments

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

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

Patient appointment setting support with reminders and ability to reschedule

Schedule follow up call with Sales Representative with reminders and rescheduling.

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

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

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

Patient education on provider and information and documentation completion

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

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

Support for member retention with renewal education and reminders

Providing out of pocket cost transparency via Good Faith Estimates

Sharing of pre visit instructions with ability to automate answers to inquiries

Ability for providers to request clinical guidelines

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

Guide the Broker / Employer through uploading an updating Census file, Transforming it to the standard format required by the Carrier, and identifying any issues.

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

Securely upload a signed HIPAA release form from the Claimant.

Update Policy Holder information and contact preferences.

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

Ability for members to opt in to digital communications

Proactively reach out to delinquent Borrowers to educate them on eligible Loan Modification options available and support their decision.

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

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

Patient appointment setting support with reminders and ability to reschedule

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

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

Securely deliver a digital copy of Member's Insurance ID Card upon request.

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

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

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

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

Educate the Member on available workplace acommodations, reduced hours, and reassignment programs available through their employer.

Securely accept full or partial payment of outstanding premium amount.

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

Schedule follow up call with Sales Representative with reminders and rescheduling.