Discover what’s possible with the Ushur Exchange
Explore certified integrations and pre-built solutions that connect Ushur to your enterprise ecosystem and accelerate customer outcomes.
Browse connectors by Function & Industry
Explore connectors across your business and industry.
Connect Ushur AI Agents with Salesforce Service Cloud to access and manage customer service cases within automated journeys.
What you can do
- List open support cases
- Create new cases
- Retrieve case details by ID
- Support automated triage and escalation workflows
Example outcomes: Accelerate case resolution, reduce manual service work, and improve operational responsiveness.
Connect Ushur with Epic to securely access clinical information within healthcare customer and patient journeys.
What you can do
- Look up patients
- Retrieve problem lists and allergies
- Access medication information
- Retrieve order information
Example outcomes: Improve access to clinical information and enable more connected healthcare experiences.
Connect Ushur with Oracle Health to securely access clinical information within healthcare customer and patient journeys.
What you can do
- Look up patients
- Retrieve problem lists and allergies
- Access medication information
- Retrieve order information
Example outcomes: Improve access to clinical information and enable more connected healthcare experiences.
Connect Ushur with healthcare systems using HL7 FHIR R4 to incorporate clinical data into automated journeys.
What you can do
- Search patient demographics
- Retrieve encounter and observation context
- Access conditions
- Retrieve medication requests
Example outcomes: Improve healthcare interoperability and make relevant clinical information available within customer and care workflows.
Connect Ushur with Guidewire ClaimCenter to automate first notice of loss and claims intake workflows.
What you can do
- Capture FNOL information
- Send claim intake data to ClaimCenter
- Progress claims from intake through submission
Example outcomes: Accelerate claims initiation, reduce manual intake, and improve claims processing throughput.
Connect Ushur with Duck Creek to access core policy, claims, and billing information within customer journeys.
What you can do
- Retrieve policy information
- Access claim details
- Review billing invoices
Example outcomes: Give customers and service teams faster access to insurance information while reducing manual servicing effort.
Connect Ushur with DocuSign to incorporate electronic signatures into automated customer journeys.
What you can do
- List envelope templates
- Create signing envelopes from templates
- Check envelope status
Example outcomes: Accelerate agreement completion and reduce manual signature follow-up.
Connect Ushur with Twilio to incorporate communications capabilities into automated journeys.
What you can do
- Send SMS messages
- Support WhatsApp messaging
- Initiate voice calls
- Start and check Verify flows
Example outcomes: Extend automated journeys across communications channels and accelerate customer interactions.
Connect Ushur with ServiceNow to automate incident management and operational service workflows.
What you can do
- List open incidents
- Create incident tickets
- Update incident status and assignments
- Add resolution information
Example outcomes: Accelerate incident resolution, reduce manual updates, and improve operational service levels.
Connect Ushur with Genesys Cloud to incorporate contact center conversations into automated customer journeys.
What you can do
- List active conversations
- Retrieve conversation details
- Transfer conversations to queues or agents
Example outcomes: Improve customer response times and create smoother transitions between automation and contact center teams.
Connect Ushur with Amazon Connect to incorporate contact center information and actions into customer workflows.
What you can do
- Access contact-flow information
- Retrieve queue context
- Access recording references
- Update agent presence
Example outcomes: Improve customer response times and streamline contact center operations.
Connect Ushur with Databricks to initiate and manage data jobs as part of operational workflows.
What you can do
- List configured jobs
- Create job definitions
- Run jobs on demand
Example outcomes: Accelerate data-to-action cycles and incorporate enterprise data operations into automated journeys.
Connect Ushur with Snowflake to securely access enterprise data within automated workflows.
What you can do
- Execute SQL statements
- Retrieve query results
- Cancel long-running statements
Example outcomes: Bring enterprise data closer to customer and operational workflows and accelerate data-driven actions.
Connect Ushur with Microsoft SharePoint to access and manage enterprise documents within automated workflows.
What you can do
- Access site and library information
- Upload documents
- Check documents in and out
- Set document metadata
- Read document permissions
Example outcomes: Streamline document-centric workflows while maintaining stronger governance and traceability.
Connect Ushur with Amazon S3 to securely incorporate file storage and retrieval into automated workflows.
What you can do
- List available S3 buckets
- Upload files and objects
- Download stored objects
Example outcomes: Streamline document operations while improving governance and traceability.
Connect Ushur with NICE CXone to incorporate contact center routing and operational information into customer journeys.
What you can do
- Route contacts
- Access agent-state information
- Retrieve recording references
- Access quality-evaluation signals
Example outcomes: Improve customer response times and support greater contact center productivity.
Connect Ushur with Five9 to incorporate contact center information and actions into customer workflows.
What you can do
- Access campaign context
- Retrieve agent-state information
- Access IVR menu context
- Update contact dispositions
Example outcomes: Improve customer response times and reduce manual work across contact center operations.
Connect Ushur with ADP Workforce Now to incorporate payroll and employee information into automated HR workflows.
What you can do
- Look up employees
- Retrieve pay stubs
- Access payroll deduction information
Example outcomes: Streamline employee service and reduce manual work across HR and payroll workflows.
Connect Ushur with Appian to incorporate process and audit information into automated workflows.
What you can do
- Access Appian process context
- Retrieve audit context
Example outcomes: Give automated journeys access to relevant process information and improve operational efficiency.
Connect Ushur with athenahealth using FHIR to incorporate patient and clinical information into healthcare journeys.
What you can do
- Look up patients
- Access appointment information
- Retrieve encounter information
Example outcomes: Improve access to healthcare information and enable more connected patient and member experiences.
Connect Ushur with Auth0 to incorporate identity management into automated workflows.
What you can do
- List and create users
- Update user metadata
- Manage organization invitations
Example outcomes: Accelerate identity operations and reduce manual work across user lifecycle workflows.
Connect Ushur with Benefitfocus to incorporate employee benefits and enrollment information into automated journeys.
What you can do
- Retrieve member benefits summaries
- Access recent enrollment and life events
- Submit enrollment intake on a member's behalf
Example outcomes: Streamline benefits servicing and enrollment while reducing manual handoffs.
Connect Ushur with Box to securely access and manage enterprise content within automated workflows.
What you can do
- Browse folder contents
- Upload files
- Download existing files
Example outcomes: Reduce manual document handling and create more connected content workflows.
Connect Ushur with Calendly to incorporate meeting scheduling into automated journeys.
What you can do
- List event types
- Create scheduling links
- List scheduled events
- Cancel scheduled events
Example outcomes: Reduce scheduling friction and accelerate coordination with customers and teams.
Connect Ushur with CalSAWS to support California public-benefits case and intake workflows.
What you can do
- Retrieve case summaries
- List case events
- Submit program intake for CalFresh, CalWORKs, and Medi-Cal
Example outcomes: Streamline benefits intake and case servicing and improve processing throughput.
Connect Ushur with Change Healthcare to incorporate eligibility and claims capabilities into healthcare journeys.
What you can do
- Check eligibility
- Submit claims
- Check claim status
- Search payer information
Example outcomes: Accelerate eligibility and claims workflows while reducing manual servicing effort.
Connect Ushur with eClinicalWorks to incorporate patient and clinical information into healthcare workflows.
What you can do
- Look up patients
- Create appointments
- Submit observations
Example outcomes: Improve care coordination and enable more connected healthcare experiences.
Connect Ushur with EIS Suite to access core insurance information within automated customer journeys.
What you can do
- Access policy information
- Retrieve claim information
- Work with FNOL data
- Retrieve billing summaries
Example outcomes: Create more connected insurance servicing experiences and improve operational throughput.
Connect Ushur with FINEOS to bring claims, absence, task, and payment information into automated insurance journeys.
What you can do
- Look up claims
- Create tasks
- Retrieve payment status
- Access absence records
Example outcomes: Accelerate insurance servicing and reduce manual work across claims and absence workflows.
Connect Ushur with Fireflies.ai to incorporate meeting intelligence into workflows.
What you can do
- List meetings
- Retrieve transcripts and summaries
- Search transcripts
- Retrieve sharing links
Example outcomes: Make meeting insights more accessible and accelerate follow-up and collaboration.
Connect Ushur with Gainwell Technologies to support Medicaid claims and member workflows.
What you can do
- Retrieve member or claim summaries
- List adjudication events
- Submit new Medicaid claim intake
Example outcomes: Accelerate Medicaid claims workflows and reduce manual servicing effort.
Connect Ushur with Genesys Cloud Knowledge to make knowledge content available within AI-assisted workflows.
What you can do
- Search knowledge articles
- Retrieve knowledge content
- Access category metadata
Example outcomes: Give agents and automated experiences faster access to relevant information and improve service efficiency.
Connect Ushur with Genesys Cloud Predictive Engagement to incorporate journey and engagement signals into customer workflows.
What you can do
- Monitor journey information
- Retrieve segments
- Support action-map triggers
Example outcomes: Enable more responsive customer engagement using available journey and behavioral context.
Connect Ushur with Genesys Cloud Quality Management to bring quality and recording information into operational workflows.
What you can do
- Access quality evaluations
- Retrieve recording metadata
- Support QA and coaching workflows
Example outcomes: Streamline quality operations and give teams easier access to information used for coaching and performance improvement.
Connect Ushur with Genesys Cloud routing capabilities to intelligently route and transfer customer conversations.
What you can do
- Access queue information
- Create callbacks
- Transfer customer conversations
Example outcomes: Improve routing efficiency, customer response times, and contact center productivity.
Connect Ushur with Genesys Cloud Workforce Engagement Management to incorporate workforce information into operational workflows.
What you can do
- Access schedules
- Retrieve adherence information
- Access volume forecasts
Example outcomes: Improve workforce visibility and support more efficient contact center operations.
Connect Ushur with Google Calendar to incorporate scheduling into automated customer and operational journeys.
What you can do
- Check availability
- Create events
- Update events
- Cancel events
Example outcomes: Reduce scheduling friction and accelerate coordination.
Connect Ushur with Google Drive to manage files and content within automated workflows.
What you can do
- Create folders
- Upload files
- Share files
- Generate links
Example outcomes: Reduce manual document handling and improve coordination across content-driven workflows.
Connect Ushur with clinical systems using HL7 v2.5.1 messaging.
What you can do
- Exchange ADT messages
- Support ORM workflows
- Support ORU workflows
Example outcomes: Improve interoperability between clinical systems and enable more connected healthcare workflows.
Connect guided Ushur FNOL experiences with Guidewire to streamline insurance claim initiation.
What you can do
- Guide customers through FNOL intake
- Capture required claims information
- Pass intake information into Guidewire workflows
Example outcomes: Reduce friction during FNOL, accelerate claims initiation, and improve claims processing throughput.
Connect Ushur with Insurity to bring policy, claims, endorsement, and billing information into automated insurance journeys.
What you can do
- Retrieve policy information
- Access endorsement information
- Retrieve claims summaries
- Support billing inquiries
Example outcomes: Give customers and service teams faster access to insurance information and streamline servicing workflows.
Connect Ushur with Jira Cloud to incorporate issue management into automated workflows.
What you can do
- Create and update issues
- Search issues
- Add comments
- Transition issues through workflows
Example outcomes: Accelerate issue resolution, reduce manual updates, and improve operational service levels.
Connect Ushur with Majesco to incorporate core insurance data and actions into customer journeys.
What you can do
- Access policy information
- Retrieve claims data
- Access billing information
- Support FNOL submission
Example outcomes: Accelerate policy and claims servicing while reducing manual processing.
Connect Ushur with Maximus to support government program case and applicant workflows.
What you can do
- Retrieve program summaries
- List applicant case events
- Submit applicant intake for supported government programs
Example outcomes: Reduce friction in government-program servicing and accelerate member and applicant workflows.
Connect Ushur with MEDITECH Expanse using FHIR to incorporate healthcare information into automated journeys.
What you can do
- Look up patients
- Access appointment information
- Retrieve encounter information
Example outcomes: Improve access to clinical information and enable more connected healthcare workflows.
Connect Ushur with Microsoft Entra ID to incorporate identity and access management into automated workflows.
What you can do
- Retrieve user information
- Create groups
- Update group memberships
- Support SCIM provisioning
Example outcomes: Streamline user lifecycle operations while supporting stronger identity governance.
Connect Ushur with Microsoft Teams and Microsoft Graph to orchestrate collaboration workflows.
What you can do
- Access Teams context
- Access channel context
- Incorporate Microsoft Graph messaging capabilities into workflows
Example outcomes: Improve coordination and accelerate communication across teams and customer-facing processes.
Connect Ushur with NextGen to incorporate patient and clinical information into healthcare workflows.
What you can do
- Look up patients
- Create appointments
- Submit observations
Example outcomes: Improve healthcare interoperability and streamline patient-facing workflows.
Connect Ushur with Okta to incorporate identity and access management into automated workflows.
What you can do
- Retrieve user information
- Create groups
- Assign users to groups
- Support SCIM provisioning
Example outcomes: Accelerate identity operations while supporting stronger access governance.
Connect Ushur with Outlook Calendar through Microsoft Graph to automate scheduling workflows.
What you can do
- List calendar events
- Check availability
- Create and update events
- Cancel events
Example outcomes: Reduce scheduling friction and streamline coordination across customer and employee workflows.
Connect Ushur with PayPal capabilities to support payment and financial workflows.
What you can do
- Create and capture orders
- Refund captures
- List transactions
- Check payout batch status
Example outcomes: Accelerate payment workflows and reduce manual financial processing.
Connect Ushur with Pega to incorporate case and decisioning information into automated customer journeys.
What you can do
- Access Pega case context
- Retrieve decision-table context
- Call Next Best Action
- Write audit-trail events
Example outcomes: Create more connected customer workflows and improve operational responsiveness.
Connect Ushur with Ping Identity to automate identity lifecycle workflows.
What you can do
- Provision users
- Update user information
- Deactivate users
Example outcomes: Accelerate identity lifecycle operations while supporting stronger access governance.
Use simulated Plaid capabilities within Ushur to support account-linking and financial data workflows.
What you can do
- Support account linking
- Exchange tokens
- List accounts
- Retrieve transactions
- Perform identity lookups
Example outcomes: Accelerate the development and testing of connected financial workflows.
Connect Ushur with Planhat to incorporate customer success information and actions into automated workflows.
What you can do
- List customer accounts
- Retrieve company profiles
- Create follow-up tasks for customer success managers
Example outcomes: Streamline customer success workflows and improve follow-through across customer relationships.
Connect Ushur with Rippling to incorporate workforce information into automated employee workflows.
What you can do
- List employees
- Retrieve employee details
- Access department and team information
- Retrieve company information
Example outcomes: Give employee workflows faster access to workforce information and reduce HR handoffs.
Connect Ushur AI Agents with Salesforce to access and manage CRM data as part of automated customer journeys.
What you can do
- Create and manage accounts and contacts
- Access and update opportunity data
- Manage cases and tasks
- Query Salesforce records
Example outcomes: Accelerate CRM execution, reduce manual updates, and improve follow-through across customer and operational workflows.
Connect Ushur with Sapiens IDIT to support policy and endorsement servicing workflows.
What you can do
- Access policy information
- Support policy servicing workflows
- Support endorsement workflows
Example outcomes: Accelerate core insurance servicing and improve processing efficiency.
Connect Ushur with Slack to incorporate messaging, files, and collaboration into automated workflows.
What you can do
- Send messages
- Manage channels
- Upload files
- Retrieve message permalinks
Example outcomes: Accelerate communication and coordination across teams and customer workflows.
Connect Ushur with Smile CDR to incorporate healthcare data and actions into automated journeys.
What you can do
- Search for and retrieve patients
- Create appointments
- Submit observations
Example outcomes: Improve interoperability and create more connected healthcare experiences.
Use simulated Stripe capabilities within Ushur to support payment lifecycle workflows.
What you can do
- Work with customer and charge operations
- Support refunds
- Manage subscription operations
- Work with invoice operations
Example outcomes: Accelerate the development and testing of automated payment and financial workflows.
Connect Ushur with Swiss Re MagnumXP to incorporate underwriting information and capabilities into insurance workflows.
What you can do
- Submit underwriting decision requests
- Look up underwriting rules
- Retrieve reinsurance scoring information
Example outcomes: Streamline underwriting workflows and give teams faster access to decisioning information.
Connect Ushur with TriZetto/Cognizant systems such as Facets and QNXT to support payer and claims workflows.
What you can do
- Retrieve member or claim summaries
- List adjudication events
- Submit new claims for processing
Example outcomes: Streamline payer servicing and claims workflows and improve processing throughput.
Connect Ushur with USPS to incorporate address validation, shipping, and tracking into automated workflows.
What you can do
- Validate delivery addresses
- Create shipping labels
- Retrieve tracking status
- Register tracking webhooks
Example outcomes: Streamline fulfillment workflows and give customers and teams better access to shipment information.
Connect Ushur with the WhatsApp Business Cloud API to incorporate WhatsApp engagement into customer journeys.
What you can do
- Send template messages
- Support session messaging
- Upload media
- Process webhook events
Example outcomes: Extend customer journeys into WhatsApp and enable faster, more connected communications.
Connect Ushur with Workday to incorporate workforce information into automated employee journeys.
What you can do
- Access workforce data
- Retrieve time-off balances
- Retrieve payroll summaries
Example outcomes: Improve HR operational efficiency and reduce manual handoffs across employee workflows.
Connect Ushur with Zoom to incorporate meeting scheduling and information into automated workflows.
What you can do
- List upcoming meetings
- Schedule meetings
- Retrieve meeting details
- Access meeting join URLs
Example outcomes: Reduce scheduling friction and streamline coordination with customers and teams.
No integrations match this category yet.
Browse solutions by Industry
Explore solutions for your industry.
Appointment scheduling, reminders and rescheduling
Support for finding an in network provider and setting appointment via click-to-call or scheduling system integration
Profile Updates
Update Policy Holder information and contact preferences.
Vaccination outreach and scheduling
Education and appointment setting support for Vaccination with appointment reminders and reschedules
Preventative Wellness Care Gap Closure
Education, navigation support and appointment setting for any preventative wellness care gap (immunizations, cancer screenings)
Policy Review (KYC)
Remind and support Member in securely uploading required supporting KYC documents during Policy Review.
Hospital discharge support
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Profile Updates
Update Member information and contact preferences.
Click-to-call or chat to speak to other clinical staff member
Click-to-call or chat to speak to other clinical staff member when needed
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Cost transparency and cost relief
Education on cost tranparency and cost relief options
Borrower After hours Support
Accurate, secure and compliant AI Agent Borrower inquiry and task completion support 24x7
Extraction (Accidental Death & Dismemberment)
Extract Accidental Death and Dismemberment related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Review and e-sign new patient paperwork
Support for review and e-signature for new patient paperwork
Timely notifications to meet regulatory requirements
Ability to send notifications to members more timely to meet regulatory timing requirements
Policy Cancellation
Guide the Policy Holder through cancelling their policy.
Find a Primary Care doctor or Pediatrician
Support for finding a primary care doctor or pediatrician in network and setting appointment via click-to-call
Claim status, adjudication and payment updates
Ability for providers to inquire about claim status, adjudication and payments
Respiratory Care care management and navigation (COPD, Asthma)
Year-round support for members with Respiratory Disease - including education, wellness, care gap closure, appointment setting
Issues and Complaints
Proactively detect issues and escalate them as tickets to reduce complaints and improve satisfaction.
Patient questionnaire automation
Capture of patient information updates and support for review and e-signature for new patient paperwork
Surveys - Health Risk & Need Assessments, SDOH, Post Care / Rx Fill Experiences
Member surveys of health risks and needs, SDOH and post care experience and NPS surveys
Digital Consent
Ability for Borrowers to opt in to digital communications.
Plan Design
Triage inbound RFP emails to identify key attributes regarding Broker, Employer, Quote, and requested Products and automate case setup in Quoting and Underwriting systems.
Delivery Confirmation
Collect detailed delivery information, hospital discharge summaries from the Claimant to trigger benefits.
Ongoing website, portal, & app adoption and utilization
Support for member ongoing utilization of website, traditional apps and portals
Claim Status
Provide Member with the current status of a Claim.
Medication adherence:
Understand root causes of medication non-adherence and overcome them
Medication reconciliation appointment setting
Education and scheduling of Medication Reconciliation
Live Member Service chats and warm call transfers
Ability for member service representatives to chat within Ushur journeys, and to warm call transfer to them
Proactive Rx status notifications
Proactive Rx status notifications (fill status, issues like prior auth)
Census Transformation
Identify Census files in an inbound RFP and Transform the file to the standard format required by the Carrier and identify any issues.
Transition of Care Support Readmission Avoidance
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Digital ID Card
Securely deliver a digital copy of Policy Holder's Insurance ID Card upon request.
Musculoskeletal (MSK) care management and navigation
Year-round support for members with Musculoskeletal conditions - including education, wellness, care gap closure, appointment setting
Provider search and selection support (any provider)
Support member ability to search for any type of in network provider and click-to-call to set appointments
Bill pay - payment capture
Bill delivery with safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Cost transparency (Good Faith Estimate)
Providing out of pocket cost transparency via Good Faith Estimates
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Pediatric preventative wellness
Ongoing pediatric preventative wellness education, appointment setting and other actions
Medication refills and reminders
Sharing of medication refills and reminders with ability to capture and overcome reasons for non adherence
Medication reconciliation
Education and scheduling of Medication Reconciliation appointments
Revenue cycle support - payment collection / auto-pay
Bill delivery with safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Financial Health Education
Support Borrowers with advice, reminders, and empathy to guide them towards financially healthy payment behavior.
Member ID card and driver's license digital collection
Safe and secure collection of member ID card(s), driver's license images
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Care education (chronic condition management)
Notifications to educate on the importance of chronic condition management, related appointment setting
Premium Payment
Securely accept full or partial payment of outstanding premium amount.
Prior authorization education and updates for transparency
Ability for patients to receive push notices for, or make inquiries about, prior authorization status
Benefit awareness and literacy
Support for member education on benefits and how to utilize them throughout the plan year
Support for shipping / delivery issues, returns and reshipment
Support for shipping / delivery issues, returns and reshipment
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Follow-up appointment scheduling
Patient appointment setting support with reminders and ability to reschedule
SCRA Protection
Securely collect proof of Active Duty Servicemembers in order to trigger financial protections.
Member contact information collection / updates
Collection of cross-channel member contact information to support better communications
Provider after hours support
Accurate, secure and compliant AI Agent provider inquiry and task completion support 24x7
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Overview of PBM supports and services
Overview of PBM support and services and population health and quality programs
Traditional app and portal registration support
Support for member app download and app and portal initial registration
90-day fill conversion
Support for education and 90-day fill conversion
Payment Status
Provide Member with the current status of a payment on a Claim.
Click-to-call or chat to speak to member service
Ability for service representatives to chat within Ushur journeys, and to warm call transfer to them
Payment capture
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
ER avoidance
Education on when to use sites of care that are alternatives to the ER (telehealth, urgent care)
Medication reconciliation
Education and scheduling of Medication Reconciliation appointments
Care Management connectivity
Notifications to educate on the importance of Care Management and set appointments
Proactive member out of pocket notifications
Proactive member out of pocket notifications – with support for “price shocks”
Extraction (Short Term Disability)
Extract Short Term Disability related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Medication (Rx) reconciliation
Education and scheduling of Medication Reconciliation
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Post Disaster Outreach
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.
Stay at Work
Guide the Member through potential insurance benefits and available workplace accommodations, reduced hours, and reassignments to help them decide between different disability options.
Post Care Surveys (NPS, CAHPs and HOS- like)
Post care and pharmacy visit surveys to understand experience gaps for proactive outreach and support as needed
Member information updates
Member information updates – including cross-channel contact details and change of insurance
Cost transparency and cost relief
Education on cost tranparency and cost relief options
Click-to-call or chat to speak to sales representative
Ability for service or sales representatives to chat within Ushur journeys, and to warm call transfer to them
Extraction (Long Term Disability)
Extract Long Term Disability related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Annual Notice of Change (ANOC) FAQs
Proactive notifications and inquiry handling about Medicare Annual Notices of Change. Including FAQ support for top ANOC call drivers
Policy Review (KYC)
Remind and support Policy Holder in securely uploading required supporting KYC documents during Policy Review.
Make Payment
Securely accept full or partial payment of outstanding installment amount.
Fall prevention education and action
Education and connectivity to support resources for fall prevention (movement, home safety...)
Live Member Service chats and warm call transfers
Ability for service representatives to chat within Ushur journeys, and to warm call transfer to them
Post-discharge information / education
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Grievance filing and updates
Ability for members to understand and file Grievances, and receive status updates
Persistency of Benefits
Collect Member's bank details and payment information to ensure that Group Insurance coverage transitions to Individual coverage after employment ends.
Return to Work
Confirm Claimant's Return to Work date as well as any supporting documentation from the doctor.
Shipping status updates
Shipment status updates
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Digital ID card delivery
Delivery of member ID cards digitally
Endorsements and Riders
Guide the Policy Holder through amending, adding, and removing lines of coverage to their existing policy.
Confirmation of medication, immunization, DME orders / refills
Confirmation of medication, immunization, DME orders / refills
Address Verification
Remind and support Borrower in securely verifying address and contact information during KYC Reviews.
Timely notifications to meet regulatory requirements
Ability to send notifications to members more timely to meet regulatory timing requirements
Click-to-call or chat to speak to other clinical staff member
Click-to-call or chat to speak to other clinical staff member when needed
New member welcome
New member welcome, overview of PBM supports and services, info gathering / sharing (including insurance ID card capture)
Eligibility of Insurability (EOI)
Guide the new Member through a dynamic set of questions to determine their eligibiity for Insurance.
Publish once. Govern every use.
Every asset on the Exchange moves through the same governed lifecycle, so what ships is trustworthy and every use is accountable.
