The AI Agent-powered platform for customer experience

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

Ongoing pediatric preventative wellness education, appointment setting and other actions

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.

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

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

Support for education and retail-to-mail conversion

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

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

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

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

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

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

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

Confirmation of medication, immunization, DME orders / refills

Education and scheduling of Medication Reconciliation

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

Education and scheduling of Medication Reconciliation appointments

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

Securely accept full or partial payment of outstanding premium amount.

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

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

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

Education on cost tranparency and cost relief options

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

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

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

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

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

Ability for Policy Holders to opt in to digital communications.

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

Ability for Members to opt in to digital communications.

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

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

Support for provider credentialing information submission and status updates

Ability for members to opt in to digital communications

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

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

Ability for Borrowers to opt in to digital communications.

Education and appointment setting support for Cancer Screening with appointment reminders and reschedules

Support for member retention with renewal education and reminders

Collect detailed delivery information, hospital discharge summaries from the Claimant to trigger benefits.

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

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

Understand root causes of medication non-adherence and overcome them

Ability for providers and pharmacies to perform eligibilty and benefits verification at the member level

Education and scheduling of Medication Reconciliation

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

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

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

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

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

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

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

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

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 member app download and app and portal initial registration

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

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

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

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

Proactive invitations and RSVPs for community events and meetings (virtual and in person)

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

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

Education, navigation support and appointment setting for any preventative wellness care gap (immunizations, cancer screenings)

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

Education and connectivity to support resources for incontenence

Securely accept full or partial payment of outstanding installment amount.

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

Support for shipping / delivery issues, returns and reshipment

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

Support for education and retail-to-mail conversion

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

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

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

Patient appointment setting support with reminders and ability to reschedule

Completion of forms and e-signing records transfer paperwork

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

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

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

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

Guide the new Member through a dynamic set of questions to determine their eligibiity for Insurance.

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

Ability for providers to request clinical guidelines

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

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

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

Provide Policy Holder with the current status of a Claim.

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

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

Ongong adult preventative wellness education, appointment setting and other actions

Education on benefits of mail order delivery and Rx transfer support

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

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

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

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

Shipment status updates

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