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.
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
Site of care guidance (wayfinding)
Support for appropriate site of care with appointment setting
Support for shipping / delivery issues, returns and reshipment
Support for shipping / delivery issues, returns and reshipment
Digital ID Card
Securely deliver a digital copy of Member's Insurance ID Card upon request.
Policy Renewal
Guide the Policy Holder through renewing their policy.
Vaccination reminders, education, appointment scheduling, and paperwork
Live clinical chats and warm call transfers
Ability for clinical representatives to chat within Ushur journeys, and to warm call transfer to them (RN, Pharma, Care Manager)
Hospital discharge support
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Digital consent
Ability for members to opt in to digital communications
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
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
Payment Status
Provide Borrower with the current status of a payment made to their account.
Extraction (Hospital Indemnity)
Extract Hospital Indemnity related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Preventative Wellness Care Gap Closure
Education, navigation support and appointment setting for any preventative wellness care gap (immunizations, cancer screenings)
Follow-up appointment scheduling
Patient appointment setting support with reminders and ability to reschedule
Proactive member out of pocket notifications
Proactive member out of pocket notifications – with support for “price shocks”
Ongoing website, portal, & app adoption and utilization
Support for member ongoing utilization of website, traditional apps and portals
Medication refills and reminders
Sharing of medication refills and reminders with ability to capture and overcome reasons for non adherence
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
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
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Overview of PBM supports and services
Overview of PBM support and services and population health and quality programs
Transition of care support
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Census Upload
Guide the Broker / Employer through uploading an updating Census file, Transforming it to the standard format required by the Carrier, and identifying any issues.
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
Member information updates
Member information updates – including cross-channel contact details and change of insurance
Appointment reminder and rescheduling
Member appointment reminders for care management, provider appointments (any type), home health visits and more
Post-discharge information / education
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Vaccination outreach and scheduling
Education and appointment setting support for Vaccination with appointment reminders and reschedules
Medication reconciliation
Education and scheduling of Medication Reconciliation appointments
Member warm welcome benefits education and literacy
Member welcome notifications that educate on plan benefits, deliver digital ID cards
Digital Consent
Ability for Borrowers to opt in to digital communications.
Notification of lab and test results
Sharing of lab tests and results
Make Payment
Securely accept full or partial payment of outstanding installment amount.
Preventative wellness actions and care gap closure
Education, navigation support and appointment setting for any preventative wellness care gap (immunizations, cancer screenings)
Refill reminders and ordering facilitation
Refill reminders and ordering facilitation (including payment capture)
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Member ID card and driver's license digital collection
Safe and secure collection of member ID card(s), driver's license images
Cancer Screening outreach and scheduling
Education and appointment setting support for Cancer Screening with appointment reminders and reschedules
Payment Status
Provide Member with the current status of a payment on a Claim.
Care education (chronic condition management)
Notifications to educate on the importance of chronic condition management, related appointment setting
Prior authorization communications and intake
Ability for providers and pharmacies to perform prior authorization inquiries, submit forms and information, and receive status updates
Enrollment in mail order program and Rx transfers
Education on benefits of mail order delivery and Rx transfer support
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Claims status
Ability for members to receive push notices for, or make inquiries about, claims status
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Extraction (Voluntary Life)
Extract Voluntary Life related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Eligibility & benefits verification
Ability for providers and pharmacies to perform eligibilty and benefits verification at the member level
Paperless Statements
Ability for Borrowers to opt in to digital delivery of Statements.
Brand-to-generic conversion
Support for education and brand to generic fill conversion
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
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Medication (Rx) reconciliation
Education and scheduling of Medication Reconciliation
Appointment scheduling, reminders and rescheduling (any provider type)
Patient appointment setting support with reminders and ability to reschedule
Employer Onboarding
Guide the Broker / Employer through the information required from them to onboard them into the Carrier's core systems.
Member contact information collection / updates
Collection of cross-channel member contact information to support better communications
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
Profile Updates
Update Borrower information and contact preferences.
SDOH resources (transportation, food)
Support for understanding and accessing SDOH resources such as nutrition, transportation
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Benefit awareness and literacy
Support for member education on benefits and how to utilize them throughout the plan year
Update Beneficiaries
Update Beneficiaries and respond to major life events to ensure Member's benefits are paid to intended individuals.
Policy Cancellation
Guide the Policy Holder through cancelling their policy.
Medication reconciliation
Education and scheduling of Medication Reconciliation appointments
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Behavioral Health care management and navigation
Year-round support for members with Behavioral Health conditions - including education, wellness, care gap closure, appointment setting
Care appointment reminders
Proactive care and provider appointment reminders with the ability to reschedule rather than no show (any provider type)
Annual Wellness Visit (AWV) outreach and scheduling
Education and appointment setting support for Annual Wellness Visits (AWV) with appointment reminders and reschedules
Patient questionnaire automation
Capture of patient information updates and support for review and e-signature for new patient paperwork
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Overview of pharmacy supports and services
Overview of pharmacy support and services and population health and quality programs
Extraction (Dental)
Extract Dental related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Incontinence education and support
Education and connectivity to support resources for incontenence
Digital Consent
Ability for Policy Holders to opt in to digital communications.
Support for shipping / delivery issues, returns and reshipment
Support for shipping / delivery issues, returns and reshipment
Sales appointment setting and reminders
Member appointment setting with service or sales agents in support of their buying process
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
Provider appointment setting and reminders
Patient appointment setting support with reminders and ability to reschedule
Community meeting invitations
Proactive invitations and RSVPs for community events and meetings (virtual and in person)
Provider roster directory updates
Ability for any provider to update their roster information for provider directory accuracy
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Care education (preventative care)
Notifications to educate on the importance of adult and pediatric preventative care, related appointment setting
Brand-to-generic conversion
Support for education and brand to generic fill conversion
SDOH Resources (transportation, food)
Support for understanding and accessing SDOH resources such as nutrition, transportation
Follow-up appointment scheduling
Patient appointment setting support with reminders and ability to reschedule
Payoff Request
Guide Borrower through requesting an official Payoff Letter for their loan.
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Provider credentialing with Plan
Support for provider credentialing information submission and status updates
Supporting Documents
Remind and support Member in securely uploading required supporting documents for a Claim.
Care plan adherence
Notifications to educate on the importance of care plan adherence, related appointment setting
Patient after hours support
Accurate, secure and compliant AI Agent patient inquiry and task completion support 24x7
Fall prevention education and action
Education and connectivity to support resources for fall prevention (movement, home safety...)
ER avoidance
Education on when to use sites of care that are alternatives to the ER (telehealth, urgent care)
Digital consent
Ability for members to opt in to digital communications
Medication adherence
Understand root causes of medication non-adherence and overcome them
SCRA Protection
Securely collect proof of Active Duty Servicemembers in order to trigger financial protections.
Policy Review (KYC)
Remind and support Policy Holder in securely uploading required supporting KYC documents during Policy Review.
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.
