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Onboarding for Group & Worksite Benefits

Onboard. Streamline. Transform.

  • Automate data collection, eliminating manual paperwork
  • Real-time status updates for all stakeholders
  • Personalized digital experiences for each employer group
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Solution overview
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Overview
Group Benefits Quoting & RFP Intake Overview
Overview
Property & Casualty Customer Experience Automation™ Overview
Overview
Life & Accident CXA Guide
Video
Return to Work
Video
Property & Casualty Claims Journey with Ushur
Video
Group Benefits Quoting: RFP Intake Automation
Video
Worker's Compensation Claims
Video
Proactive & Interactive Policy Communication Insurance Policy Renewal
Video
Benefits Education
Video
Absence Engagement Solution Demo Video

Prebuilt Onboarding Automation Solutions for Group & Worksite Benefits

Transform your Onboarding Experiences for Group & Worksite Benefits

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Guide
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Extract
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Communicate
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Integrate
Provide HR Admins with an intuitive hub that organizes information gathering steps, and communicates status.
Powerful document automation extracts and evaluates data from documents such as census files for correctness.
Notify all stakeholders proactively of status updates and requests for missing data.
Seamlessly collect and sync data with core systems instead of updating by hand.

Revolutionize your group benefits onboarding process with Ushur's intelligent automation platform. Say goodbye to manual paperwork and hello to streamlined, personalized digital experiences that delight both brokers and employer groups. From automated data collection to real-time updates, Ushur empowers you to onboard faster, smarter, and with unparalleled efficiency.

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Get started fast
Guide with clarity
Notify with purpose
Collect data effortlessly

Get started fast

Ushur Hub enables implementation teams to rapidly set up personalized workflows for different stakeholders. This accelerates the onboarding process, dramatically reducing implementation time. The platform's flexibility allows for easy scaling, ensuring deadlines are met without compromising on quality or compliance.

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Guide with clarity

Ushur Hub replaces cumbersome 40-page PDFs with an intuitive, centralized digital experience. It guides Group HR Admins through required information input and service customization. The platform's document classification feature efficiently sorts census and other complex files, while customizable portal tiles adapt to each user's specific needs. This streamlined approach significantly boosts ROI, especially for smaller accounts, by automating information gathering and stakeholder engagement.

collect data effortlessly

Notify with purpose

Ushur Invisible App and Conversational Apps keep all stakeholders informed throughout the onboarding journey. It proactively sends status updates and requests for missing data, improving visibility and efficiency. The system's ability to manage different due dates for each employer group account eliminates the challenge of juggling multiple timelines. This ensures that brokers, carriers, and HR admins are always aligned, reducing delays and miscommunications.

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Collect data effortlessly

Leveraging Ushur Invisible App, a secure two-way channel, the platform automates data collection and integration with core systems. Built using Ushur Studio, our no-code builder, these workflows incorporate advanced features like genAI to enhance data processing. The system's workflow automation pushes collected data directly into core systems, minimizing human intervention. Personalized experiences and document automation solutions work together to deliver an intuitive, branded interface that reduces form fatigue and streamlines the entire data collection process.

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Elevated member experiences in weeks

Ushur's comprehensive solution transforms onboarding experiences from a complex, time-consuming process into a streamlined, efficient operation. By addressing key pain points with targeted technology solutions, Ushur enables carriers, brokers, and HR admins to navigate the onboarding journey with unprecedented ease and accuracy.

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Customized branding for recognition and trust
A HIPAA-secure rich user experience designed to be intuitive and engaging
Minimal IT and no professional services needed
Easy-to-follow workflows pre-built by you
Customizable for your use cases and individuals.

Get new members onboarding in record time. We have security addressed.

We know PII and security are a top concern. The Ushur CXA platform is HIPAA-secure, TCPA compliant and is HITRUST and SOC2 certified. Rest assured your working in a highly secured platform.

eGuide
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Guide to More Effective and Efficient Group Benefits Communications
Get the Guide
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Ushur for Onboarding for Group & Worksite Benefits Companies

Shrink onboarding times and deliver streamlined experiences

The Ushur CXA AI-powered Platform enables carriers to realize faster implementation times and greater effectiveness in onboarding.

40%
NPS score improvement
85%
CSAT score improvement
3
weeks to deployment
42%
outbound calls eliminated

Carriers

Ushur's AI-powered automation platform streamlines the carrier onboarding process by digitizing and automating manual tasks, reducing errors and accelerating time-to-value. By eliminating inefficiencies and enabling faster, more accurate data exchange between carriers and partners, Ushur helps carriers realize significant cost savings and improve overall ROI for their onboarding initiatives.

“By automating key workflows and enabling seamless data integration, we've been able to reduce onboarding times, cut costs significantly, and deliver a superior, more personalized experience for our partners—all while improving our operational efficiency and allowing our team to focus on higher-value tasks.”

HR Admins

Ushur simplifies the group onboarding process by providing a user-friendly digital platform that guides group administrators through the necessary steps, from submitting group information to enrolling members. By automating tasks like data collection, eligibility verification, and plan setup, Ushur reduces manual work for group admins while ensuring accurate and timely completion of the onboarding process, ultimately leading to faster group activation and a more satisfying experience for all parties involved.

“In the past, as the sole HR director responsible for onboarding 200 employees, I was overwhelmed and struggling to keep up with the manual, paper-based process. But this carrier has automated so much of the data gathering, verification, and administrative work, allowing me to onboard new hires faster and more efficiently than ever before.”

Carriers

Ushur's AI-powered automation platform streamlines the carrier onboarding process by digitizing and automating manual tasks, reducing errors and accelerating time-to-value. By eliminating inefficiencies and enabling faster, more accurate data exchange between carriers and partners, Ushur helps carriers realize significant cost savings and improve overall ROI for their onboarding initiatives.

“By automating key workflows and enabling seamless data integration, we've been able to reduce onboarding times, cut costs significantly, and deliver a superior, more personalized experience for our partners—all while improving our operational efficiency and allowing our team to focus on higher-value tasks.”