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.
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
Care education (chronic condition management)
Notifications to educate on the importance of chronic condition management, related appointment setting
Cancer Screening outreach and scheduling
Education and appointment setting support for Cancer Screening with appointment reminders and reschedules
Endorsements and Riders
Guide the Policy Holder through amending, adding, and removing lines of coverage to their existing policy.
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.
Annual Wellness Visit (AWV) outreach and scheduling
Education and appointment setting support for Annual Wellness Visits (AWV) with appointment reminders and reschedules
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Digital Consent
Ability for Policy Holders to opt in to digital communications.
Adult Preventative Wellness
Ongong adult preventative wellness education, appointment setting and other actions
Diabetes care management and navigation
Year-round support for diabetic members including education, wellness, care gap closure, appointment setting
First Notice of Injury
Guide the Claimant through reporting an injury and filing a Claim.
Enrollment in mail order program and Rx transfers
Education on benefits of mail order delivery and Rx transfer support
Waitlisting
Proactive notifications of appointment availability for patients on wait lists
Follow-up appointment scheduling
Patient appointment setting support with reminders and ability to reschedule
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
Bill pay - payment capture
Bill delivery with safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Eligibility of Insurability (EOI)
Guide the new Member through a dynamic set of questions to determine their eligibiity for Insurance.
New member welcome
New member welcome, overview of PBM supports and services, info gathering / sharing (including insurance ID card capture)
Premium Payment
Securely accept full or partial payment of outstanding premium amount.
Retail-to-mail conversion
Support for education and retail-to-mail conversion
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 pharmacy staff member
Click-to-call or chat to speak to pharmacy staff member when needed
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
Disaster Preparedness
Proactively reach out to Policy Holders prior to a disaster, such as storm, wildfire, or flood and educate them on preparedness.
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
Timely notifications to meet regulatory requirements
Ability to send notifications to members more timely to meet regulatory timing requirements
First Notice of Loss
Guide the Claimant through the process of reporting the death of a Policy Holder and filing a Claim.
Paperless Statements
Ability for Borrowers to opt in to digital delivery of Statements.
Vaccination outreach and scheduling
Education and appointment setting support for Vaccination with appointment reminders and reschedules
Balance Inquiry
Provide Borrower with details of the current balance on their account.
Renewal education and reminders
Support for member retention with renewal education and reminders
Make Payment
Securely accept full or partial payment of outstanding installment amount.
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
Eligibility & benefits verification
Ability for providers and pharmacies to perform eligibilty and benefits verification at the member level
Provider after hours support
Accurate, secure and compliant AI Agent provider inquiry and task completion support 24x7
Payoff Request
Guide Borrower through requesting an official Payoff Letter for their loan.
Claim Status
Provide Policy Holder with the current status of a Claim.
Supporting Documents
Remind and support Member in securely uploading required supporting documents for a Claim.
Digital Consent
Ability for Members to opt in to digital communications.
Appointment reminder and rescheduling
Member appointment reminders for care management, provider appointments (any type), home health visits and more
Provider credentialing with Plan
Support for provider credentialing information submission and status updates
Patient after hours support
Accurate, secure and compliant AI Agent patient inquiry and task completion support 24x7
Issues and Complaints
Proactively detect issues and escalate them as tickets to reduce complaints and improve satisfaction.
Click-to-call or chat to speak with Care Manager
Click-to-call or chat to speak to Care Manager / Navigator when needed
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
New patient welcome and information gathering
Patient education on provider and information and documentation completion
Trailing Documents
Remind and support Applicant in securely uploading required supporting documents post Application.
Claim status, adjudication and payment updates
Ability for providers to inquire about claim status, adjudication and payments
Pediatric Preventative Wellness
Ongoing pediatric preventative wellness education, appointment setting and other actions
Digital ID Card
Securely deliver a digital copy of Policy Holder's Insurance ID Card upon request.
Sales appointment setting and reminders
Member appointment setting with service or sales agents in support of their buying process
Find a Provider
Patient support in finding in network doctors (of any type) that best fit their needs
Product Comparison
Support for Applicants to find Lending options that best fits their needs.
Product Comparison
Support Applicants in finding Insurance Plan options that best fit their needs.
Click-to-call or chat to speak to pharmacy staff member
Click-to-call or chat to speak to pharmacy staff member when needed
Traditional app and portal registration support
Support for member app download and app and portal initial registration
Retail, mail order, 90-day medication refills
Support medication adherence with retail, mail order and 90-day refill request support
Support for shipping / delivery issues, returns and reshipment
Support for shipping / delivery issues, returns and reshipment
Policy Review (KYC)
Remind and support Member in securely uploading required supporting KYC documents during Policy Review.
Grievance filing and updates
Ability for members to understand and file Grievances, and receive status updates
Click-to-call or chat to speak to pharmacy staff
Ability for pharma representatives to chat within Ushur journeys, and to warm call transfer to them
Payment capture
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Cost transparency and cost relief
Education on cost tranparency and cost relief options
Prior authorization communications and intake
Ability for providers and pharmacies to perform prior authorization inquiries, submit forms and information, and receive status updates
Claim Status
Provide Member with the current status of a Claim.
Care education (preventative care)
Notifications to educate on the importance of adult and pediatric preventative care, related appointment setting
Trailing Documents
Remind and support Applicant in securely uploading required supporting documents post Application.
Timely notifications to meet regulatory requirements
Ability to send notifications to members more timely to meet regulatory timing requirements
Chronic Condition Care Gap Closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Member contact information collection / updates
Collection of cross-channel member contact information to support better communications
Borrower After hours Support
Accurate, secure and compliant AI Agent Borrower inquiry and task completion support 24x7
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Behavioral Health care management and navigation
Year-round support for members with Behavioral Health conditions - including education, wellness, care gap closure, appointment setting
Address Verification
Remind and support Borrower in securely verifying address and contact information during KYC Reviews.
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Records transfer paperwork
Completion of forms and e-signing records transfer paperwork
Policy Reinstatement
Guide the Policy Holder through re-instating a lapsed policy.
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
Trailing Documents
Remind and support Applicant in securely uploading required supporting documents post Application.
Escrow Review
Guide Borrower through shortfalls or excesses in their escrow account, the tax or insurance payments that led to the shortfall, and to securely accept payments for any shortfall.
Prior authorization education and updates for transparency
Ability for patients to receive push notices for, or make inquiries about, prior authorization status
Chronic condition care navigation
Education, care management, navigation support and appointment setting for any chronic condition (diabetes, CKD...)
New member welcome
New member welcome, overview of PBM supports and services, info gathering / sharing (including insurance ID card capture)
Delivery Confirmation
Collect detailed delivery information, hospital discharge summaries from the Claimant to trigger benefits.
Cost transparency (Good Faith Estimate)
Providing out of pocket cost transparency via Good Faith Estimates
Shipping status updates
Shipment status updates
Digital Consent
Ability for Borrowers to opt in to digital communications.
Extraction (Vision)
Extract Vision related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Payment Status
Provide Policy Holder with the current status of a payment on a Claim.
Loan Modification
Proactively reach out to delinquent Borrowers to educate them on eligible Loan Modification options available and support their decision.
First Notice of Loss (FNOL)
Guide the Policy Holder through reporting a loss and filing a Claim.
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...)
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.
Post-discharge information / education
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Transition of Care Support Readmission Avoidance
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Payment capture
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Co-payment collection
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
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.
