The AI Agent-powered CX platform for regulated industries

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

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

Ability for members to opt in to digital communications

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

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

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

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

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

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

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

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

Guide the Policy Holder through renewing their policy.

Education and notices on Explanation of Benefits (EOB)

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

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

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

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

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

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

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

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

Refill reminders and ordering facilitation (including payment capture)

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

Update Member information and contact preferences.

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

Support for education and 90-day fill conversion

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

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

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.

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

Patient appointment setting support with reminders and ability to reschedule

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

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

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

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

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

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

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

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

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

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

Education and appointment setting for preventative wellness medications, immunizations and tests

Ability for Borrowers to opt in to digital communications.

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

Guide the Policy Holder through cancelling their policy.

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

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

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

Guide the Claimant through reporting an injury and filing a Claim.

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

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

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

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

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

Ability for Policy Holders to opt in to digital communications.

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

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

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

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

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

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

Support for education and brand to generic fill conversion

Education on cost tranparency and cost relief options

Education on cost tranparency and cost relief options

Ongoing pediatric preventative wellness education, appointment setting and other actions

Patient appointment setting support with reminders and ability to reschedule

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

Patient appointment setting support with reminders and ability to reschedule

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

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

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

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

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

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

Support for shipping / delivery issues, returns and reshipment

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

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

Patient appointment setting support with reminders and ability to reschedule

Education and scheduling of Medication Reconciliation

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

Support for member app download and app and portal initial registration

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

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

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

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

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

Update Policy Holder information and contact preferences.

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

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

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

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

Support for education and retail-to-mail conversion

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

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

Support for appropriate site of care with appointment setting

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

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

Safe and secure collection of member ID card(s), driver's license images

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