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.

Benefitfocus

AI Agents That Deliver Better CX — Built on Trust

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increase in CSAT score
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Outbound calls eliminated
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Automated Resolution rate
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ROI on AI investment

Trust-Native Architecture

Built with trust, security and compliance engineered into the platform core–not layered on later.
Security & Compliance
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Governance

Built-in governance embeds guardrails, policy enforcement, and human oversight directly into AI execution.

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Observability

Maintain real-time visibility into agent behavior, reasoning, and performance.

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Auditability

Replay conversations end to end and generate regulator-ready records on demand.

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Data Protection

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.

Ushur Dashboard screen
Illustration showing ushur's omnichannel capability
Ushur Studio screen preview
Ushur Insights screen

Inbound and Outbound

Compliant, end-to-end customer engagement that proactively connects, resolves, and preserves context.

Omnichannel Continuity

Engage across SMS, email, voice, and web in one persistent, compliant interaction thread.

Built for Business Speed

A purpose-built orchestration environment designed for business users to bring journeys to life quickly.

Actionable Insights

Understand behavior, measure performance, and maintain audit-ready visibility with built-in compliance controls.

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.

Company Type:
Health Payer
Provider
PBM
Pharmacy
LA&H
P&C
Consumer Lending
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Journey:
Acquisition
Retention
Member Service
Population Health & Quality
Claims & Administrative
Provider Service
Pre Visit
During Visit
Post Visit
Population Health & Quality
New Member Onboarding & Welcome
Member Service
Population Health & Quality
Mail Order Enrollment & Fulfillment
Claims and Administrative
New Member Onboarding & Welcome
Member Service
Population Health & Quality
Mail Order Enrollment & Fulfillment
Claims and Administrative
Group Quote Intake
Group Onboarding
Individual Acquisition
Member Service
Claims
Absence Management
Acquisition
Policyholder Service
Claims
Loan Originations
KYC and Onboarding
Loan Servicing
Loss Mitigation

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

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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.

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