The AI Agent-powered platform for customer experience

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

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

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

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

Surveying capability for experiences and NPS scoring

Ability for members to opt in to digital communications

Completion of forms and e-signing records transfer paperwork

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

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

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

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

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

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

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

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

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

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

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

Support for education and retail-to-mail conversion

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

Update Borrower information and contact preferences.

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

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

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

Guide the Policy Holder through renewing their policy.

Providing out of pocket cost transparency via Good Faith Estimates

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

Shipment status updates

Support for education and retail-to-mail conversion

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

Provide Policy Holder with the current status of a Claim.

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

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

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

Guide the Policy Holder through reporting a loss and filing a Claim.

Support for member retention with renewal education and reminders

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

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

Education and connectivity to support resources for incontenence

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

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

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

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)

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

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

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

Sharing of lab tests and results

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

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

Update Member information and contact preferences.

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

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

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

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

Support Borrowers with advice, reminders, and empathy to guide them towards financially healthy payment behavior.

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

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

Proactive notifications of appointment availability for patients on wait lists

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

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

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

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

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

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

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

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

Support for education and brand to generic fill conversion

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

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

Ongoing pediatric preventative wellness education, appointment setting and other actions

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

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

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

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

Support for member app download and app and portal initial registration

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

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

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

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

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

Surveying capability for experiences and NPS scoring

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

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

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

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

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

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

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

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

Education and scheduling of Medication Reconciliation

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

Patient appointment setting support with reminders and ability to reschedule

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

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

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

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