The AI Agent-powered CX platform for regulated industries

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

Proactive care and provider appointment reminders with the ability to reschedule rather than no show (any provider type)

Education on benefits of mail order delivery and Rx transfer support

Update Borrower information and contact preferences.

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

Patient education on provider and information and documentation completion

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

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

Notifications to educate on the importance of adult and pediatric preventative care, related appointment setting

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

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.

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

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

Provide Member with the current status of a Claim.

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

Guide the Policy Holder through cancelling their policy.

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

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

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

Support for education and retail-to-mail conversion

Ability for members to opt in to digital communications

Support for member app download and app and portal initial registration

Education and scheduling of Medication Reconciliation appointments

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

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.

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

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

Understand root causes of medication non-adherence and overcome them

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

Ongong adult preventative wellness education, appointment setting and other actions

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

Patient appointment setting support with reminders and ability to reschedule

Shipment status updates

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

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

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

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

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

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

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

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

Support for member app download and app and portal initial registration

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

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

Ongoing pediatric preventative wellness education, appointment setting and other actions

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

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

Support for education and retail-to-mail conversion

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

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

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

Refill reminders and ordering facilitation (including payment capture)

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

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

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

Proactive notifications of appointment availability for patients on wait lists

Support for education and 90-day fill conversion

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

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

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

Surveying capability for experiences and NPS scoring

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

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

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

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

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

Support for education and brand to generic fill conversion

Support for shipping / delivery issues, returns and reshipment

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

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

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

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

Ability for members to opt in to digital communications

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

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

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

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

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

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

Patient appointment setting support with reminders and ability to reschedule

Shipment status updates

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

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

Provide Policy Holder with the current status of a Claim.

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

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

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

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

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

Support for shipping / delivery issues, returns and reshipment

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

Confirmation of medication, immunization, DME orders / refills

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

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

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

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

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

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