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.
Musculoskeletal (MSK) care management and navigation
Year-round support for members with Musculoskeletal conditions - including education, wellness, care gap closure, appointment setting
Eligibility of Insurability (EOI)
Guide the new Member through a dynamic set of questions to determine their eligibiity for Insurance.
Medication reconciliation appointment setting
Education and scheduling of Medication Reconciliation
Policy Renewal
Guide the Policy Holder through renewing their policy.
Clinical guideline requests and inquiries
Ability for providers to request clinical guidelines
ER avoidance
Education on when to use sites of care that are alternatives to the ER (telehealth, urgent care)
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
Explanation of Benefits (EOB) notices and education
Education and notices on Explanation of Benefits (EOB)
First Notice of Loss
Guide the Claimant through the process of reporting the death of a Policy Holder and filing a Claim.
Retail, mail order, 90-day medication refills
Support medication adherence with retail, mail order and 90-day refill request support
Trailing Documents
Remind and support Applicant in securely uploading required supporting documents post Application.
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Review and e-sign new patient paperwork
Support for review and e-signature for new patient paperwork
Shopper plan compare support
Member support in finding a health insurance plan that best fits their needs
Grievance filing and updates
Ability for members to understand and file Grievances, and receive status updates
Stay at Work
Guide the Member through potential insurance benefits and available workplace accommodations, reduced hours, and reassignments to help them decide between different disability options.
Product Comparison
Support for Applicants to find Lending options that best fits their needs.
Surgery Confirmation
Collect detailed surgical information, including operative reports, discharge summaries, and post-operative recovery plans from the Claimant.
Supporting Documents
Remind and support Member in securely uploading required supporting documents for a Claim.
Appointment setting for preventive care screenings and visits
Proactive provider appointment reminders with the ability to reschedule rather than no show (any provider type)
Appointment scheduling, reminders and rescheduling (any provider type)
Patient appointment setting support with reminders and ability to reschedule
Census Transformation
Identify Census files in an inbound RFP and Transform the file to the standard format required by the Carrier and identify any issues.
Enrollment in mail order program and Rx transfers
Education on benefits of mail order delivery and Rx transfer support
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Patient questionnaire automation
Capture of patient information updates and support for review and e-signature for new patient paperwork
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
Address Verification
Remind and support Borrower in securely verifying address and contact information during KYC Reviews.
Adult preventative wellness
Ongong adult preventative wellness education, appointment setting and other actions
Proactive member out of pocket notifications
Proactive member out of pocket notifications – with support for “price shocks”
Brand-to-generic conversion
Support for education and brand to generic fill conversion
Provider credentialing with Plan
Support for provider credentialing information submission and status updates
Claims status
Ability for members to receive push notices for, or make inquiries about, claims status
Extraction (Long Term Disability)
Extract Long Term Disability related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Renewal education and reminders
Support for member retention with renewal education and reminders
HIPAA Release
Securely upload a signed HIPAA release form from the Claimant.
Profile Updates
Update Member information and contact preferences.
Post-visit check-in and follow-up details / instructions
Sharing of pre visit instructions with ability to automate answers to inquiries
Digital Consent
Ability for Members to opt in to digital communications.
Trailing Documents
Remind and support Applicant in securely uploading required supporting documents post Application.
Digital consent
Ability for members to opt in to digital communications
Prior authorization education and updates for transparency
Ability for patients to receive push notices for, or make inquiries about, prior authorization status
Medication reconciliation
Education and scheduling of Medication Reconciliation appointments
Support for shipping / delivery issues, returns and reshipment
Support for shipping / delivery issues, returns and reshipment
Member contact information collection / updates
Collection of cross-channel member contact information to support better communications
Digital ID Card
Securely deliver a digital copy of Member's Insurance ID Card upon request.
Behavioral Health care management and navigation
Year-round support for members with Behavioral Health conditions - including education, wellness, care gap closure, appointment setting
Profile Updates
Update Borrower information and contact preferences.
Extraction (Short Term Disability)
Extract Short Term Disability related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Claim Status
Provide Member with the current status of a Claim.
Medication reconciliation
Education and scheduling of Medication Reconciliation appointments
Payment Status
Provide Borrower with the current status of a payment made to their account.
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Vaccination reminders, education, appointment scheduling, and paperwork
Appointment scheduling, reminders and rescheduling
Support for finding an in network provider and setting appointment via click-to-call or scheduling system integration
Member ID card and driver's license digital collection
Safe and secure collection of member ID card(s), driver's license images
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Cardiac Disease care management and navigation
Year-round support for members with Cardiac Disease - including education, wellness, care gap closure, appointment setting
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)
Benefit awareness and literacy
Support for member education on benefits and how to utilize them throughout the plan year
Member information updates (i.e. add dependant)
Collection of member information updates such as adding dependants, changing address, etc
Payoff Request
Guide Borrower through requesting an official Payoff Letter for their loan.
Click-to-call or chat to speak to member service
Ability for service representatives to chat within Ushur journeys, and to warm call transfer to them
Co-payment collection
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Care appointment reminders
Proactive care and provider appointment reminders with the ability to reschedule rather than no show (any provider type)
Payment Status
Provide Member with the current status of a payment on a Claim.
Preventative wellness
Education and appointment setting for preventative wellness medications, immunizations and tests
Appointment reminder and rescheduling
Member appointment reminders for care management, provider appointments (any type), home health visits and more
Paperless Statements
Ability for Borrowers to opt in to digital delivery of Statements.
90-day fill conversion
Support for education and 90-day fill conversion
Claim Status
Provide Policy Holder with the current status of a Claim.
Premium Payment
Securely accept full or partial payment of outstanding premium amount.
Live Member Service chats and warm call transfers
Ability for service representatives to chat within Ushur journeys, and to warm call transfer to them
Confirmation of medication, immunization, DME orders / refills
Confirmation of medication, immunization, DME orders / refills
Care plan adherence
Notifications to educate on the importance of care plan adherence, related appointment setting
Member information updates
Member information updates – including cross-channel contact details and change of insurance
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Patient after hours support
Accurate, secure and compliant AI Agent patient inquiry and task completion support 24x7
Social Determinant of Health SDOH surveys
Social Determinant of Health SDOH survey completion with feeds to core systems for follow-up
Shipping status updates
Shipment status updates
First Notice of Loss (FNOL)
Guide the Policy Holder through reporting a loss and filing a Claim.
Community meeting invitations
Proactive invitations and RSVPs for community events and meetings (virtual and in person)
90-day fill conversion
Support for education and 90-day fill conversion
Timely notifications to meet regulatory requirements
Ability to send notifications to members more timely to meet regulatory timing requirements
Medication adherence:
Understand root causes of medication non-adherence and overcome them
Pre visit preparation instructions
Sharing of pre visit preparation instructions with ability to automate answers to inquiries
Proactive Rx status notifications
Proactive Rx status notifications (fill status, issues like prior auth)
SCRA Protection
Securely collect proof of Active Duty Servicemembers in order to trigger financial protections.
Hospital discharge support
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
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
Schedule and prep instructions for PT / OT / other visits
Patient appointment setting support with visit prep instructions, reminders and ability to reschedule
Transition of Care Support Readmission Avoidance
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Redetermination journey support (Medicaid)
Support for member retention with ongoing redetermination process education, support and services - until redetermination is complete
Provider appointment setting and reminders
Patient appointment setting support with reminders and ability to reschedule
Extraction (Critical Illness)
Extract Critical Illness related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Diabetes care management and navigation
Year-round support for diabetic members including education, wellness, care gap closure, appointment setting
Shipping status updates
Shipment status updates
Follow-up appointment scheduling
Patient appointment setting support with reminders and ability to reschedule
SDOH Resources (transportation, food)
Support for understanding and accessing SDOH resources such as nutrition, transportation
Payment capture
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
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.




















