The AI Agent-powered platform for customer experience
Deliver proactive inbound and outbound engagement across every customer interaction — with compliance and auditability embedded by design.
AI Agents That Deliver Better CX — Built on Trust

Trust-Native Architecture
Built-in governance embeds guardrails, policy enforcement, and human oversight directly into AI execution.
Maintain real-time visibility into agent behavior, reasoning, and performance.
Replay conversations end to end and generate regulator-ready records on demand.
Safeguard PHI, PII, and financial data with policy-aware segmentation and governed access.
The Ushur Agentic Platform
Enterprise AI Agents
AI agents that plan, reason, retrieve data, validate inputs, and resolve complex customer requests end-to-end — with built-in governance, human-in-the-loop safeguards, and full audit visibility.
One Platform. Endless Possibilities
A curated suite of Customer Experience Automation use cases built for the modern enterprise. Secure, compliant, and designed to resolve customer needs from start to finish.
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
Hospital discharge support
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Sales appointment setting and reminders
Member appointment setting with service or sales agents in support of their buying process
Timely notifications to meet regulatory requirements
Ability to send notifications to members more timely to meet regulatory timing requirements
Policy Review (KYC)
Remind and support Policy Holder in securely uploading required supporting KYC documents during Policy Review.
Endorsements and Riders
Guide the Policy Holder through amending, adding, and removing lines of coverage to their existing policy.
Cardiac Disease care management and navigation
Year-round support for members with Cardiac Disease - including education, wellness, care gap closure, appointment setting
Digital Consent
Ability for Members to opt in to digital communications.
Appointment scheduling, reminders and rescheduling (any provider type)
Patient appointment setting support with reminders and ability to reschedule
Ongoing website, portal, & app adoption and utilization
Support for member ongoing utilization of website, traditional apps and portals
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Transition of Care Support Readmission Avoidance
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Support for shipping / delivery issues, returns and reshipment
Support for shipping / delivery issues, returns and reshipment
Redetermination journey support (Medicaid)
Support for member retention with ongoing redetermination process education, support and services - until redetermination is complete
Care appointment reminders
Proactive care and provider appointment reminders with the ability to reschedule rather than no show (any provider type)
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
Prior authorization education and updates for transparency
Ability for patients to receive push notices for, or make inquiries about, prior authorization status
Community meeting invitations
Proactive invitations and RSVPs for community events and meetings (virtual and in person)
Update Beneficiaries
Update Beneficiaries and respond to major life events to ensure Policy Holder's benefits are paid to intended individuals.
Medication reconciliation
Education and scheduling of Medication Reconciliation appointments
Live Member Service chats and warm call transfers
Ability for service representatives to chat within Ushur journeys, and to warm call transfer to them
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
Digital Consent
Ability for Borrowers to opt in to digital communications.
Profile Updates
Update Borrower information and contact preferences.
Grievance filing and updates
Ability for members to understand and file Grievances, and receive status updates
Extraction (Dental)
Extract Dental related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Fall prevention education and action
Education and connectivity to support resources for fall prevention (movement, home safety...)
Care education (chronic condition management)
Notifications to educate on the importance of chronic condition management, related appointment setting
Member contact information collection / updates
Collection of cross-channel member contact information to support better communications
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Waitlisting
Proactive notifications of appointment availability for patients on wait lists
Provider after hours support
Accurate, secure and compliant AI Agent provider inquiry and task completion support 24x7
Patient after hours support
Accurate, secure and compliant AI Agent patient inquiry and task completion support 24x7
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.
Proactive member out of pocket notifications
Proactive member out of pocket notifications – with support for “price shocks”
Workplace Accommodations
Educate the Member on available workplace acommodations, reduced hours, and reassignment programs available through their employer.
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Premium Payment
Securely accept full or partial payment of outstanding premium amount.
Care education (preventative care)
Notifications to educate on the importance of adult and pediatric preventative care, related appointment setting
Chronic Condition Care Gap Closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Digital ID Card
Securely deliver a digital copy of Policy Holder's Insurance ID Card upon request.
Digital consent
Ability for members to opt in to digital communications
Overview of PBM supports and services
Overview of PBM support and services and population health and quality programs
Hardship Inquiry
Reach out to delinquent Borrowers with empathy to identify circumstances such as job loss, illness, divorce, deployment that may be eligible for relief measures.
Surgery Confirmation
Collect detailed surgical information, including operative reports, discharge summaries, and post-operative recovery plans from the Claimant.
Maternal health navigation
Support for full maternity journeys with education, appointment setting, wellness and more
Provider roster directory updates
Ability for any provider to update their roster information for provider directory accuracy
ER avoidance
Education on when to use sites of care that are alternatives to the ER (telehealth, urgent care)
Proactive Rx status notifications
Proactive Rx status notifications (fill status, issues like prior auth)
Extraction (Voluntary Life)
Extract Voluntary Life related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Supporting Documents
Remind and support Member in securely uploading required supporting documents for a Claim.
Care Management connectivity
Notifications to educate on the importance of Care Management and set appointments
Member information updates (i.e. add dependant)
Collection of member information updates such as adding dependants, changing address, etc
Delivery Confirmation
Collect detailed delivery information, hospital discharge summaries from the Claimant to trigger benefits.
Click-to-call or chat to speak to pharmacy staff member
Click-to-call or chat to speak to pharmacy staff member when needed
Notification of shipment with tracking number and delivery instructions
Notification of shipment with tracking number and delivery instructions (i.e. someone needs to be home at delivery)
Cost transparency and cost relief
Education on cost tranparency and cost relief options
Policy Cancellation
Guide the Policy Holder through cancelling their policy.
Shipping status updates
Shipment status updates
Notification of shipment with tracking number and delivery instructions
Notification of shipment with tracking number and delivery instructions (i.e. someone needs to be home at delivery)
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.
Adult preventative wellness
Ongong adult preventative wellness education, appointment setting and other actions
New member welcome
New member welcome, overview of PBM supports and services, info gathering / sharing (including insurance ID card capture)
Trailing Documents
Remind and support Applicant in securely uploading required supporting documents post Application.
Vaccination reminders, education, appointment scheduling, and paperwork
Chronic condition care navigation
Education, care management, navigation support and appointment setting for any chronic condition (diabetes, CKD...)
Review and e-sign new patient paperwork
Support for review and e-signature for new patient paperwork
SDOH Resources (transportation, food)
Support for understanding and accessing SDOH resources such as nutrition, transportation
Click-to-call or chat to speak to pharmacy staff member
Click-to-call or chat to speak to pharmacy staff member when needed
Notification of lab and test results
Sharing of lab tests and results
Brand-to-generic conversion
Support for education and brand to generic fill conversion
Member contact information collection / updates
Collection of cross-channel member contact information to support better communications
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
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Preventative wellness
Education and appointment setting for preventative wellness medications, immunizations and tests
Enrollment in mail order program and Rx transfers
Education on benefits of mail order delivery and Rx transfer support
Payment capture
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Balance Inquiry
Provide Borrower with details of the current balance on their account.
Digital ID card delivery
Delivery of member ID cards digitally
Trailing Documents
Remind and support Applicant in securely uploading required supporting documents post Application.
Behavioral Health care management and navigation
Year-round support for members with Behavioral Health conditions - including education, wellness, care gap closure, appointment setting
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.
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.
Appointment scheduling, reminders and rescheduling
Support for finding an in network provider and setting appointment via click-to-call or scheduling system integration
Claim Status
Provide Member with the current status of a Claim.
New member welcome
New member welcome, overview of PBM supports and services, info gathering / sharing (including insurance ID card capture)
Transition of care support
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Preventative Wellness Care Gap Closure
Education, navigation support and appointment setting for any preventative wellness care gap (immunizations, cancer screenings)
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
Shopper plan compare support
Member support in finding a health insurance plan that best fits their needs
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
Refill reminders and ordering facilitation
Refill reminders and ordering facilitation (including payment capture)
Pre visit preparation instructions
Sharing of pre visit preparation instructions with ability to automate answers to inquiries
Weight loss support
Support for eating well, exercising as well as weight loss medications like GLP1
Loan Modification
Proactively reach out to delinquent Borrowers to educate them on eligible Loan Modification options available and support their decision.
Pediatric preventative wellness
Ongoing pediatric preventative wellness education, appointment setting and other actions
New patient welcome and information gathering
Patient education on provider and information and documentation completion
Don’t see the use case you are looking for? Let’s talk about your unique requirements. Schedule time with our team to explore what is possible.





















