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.
Appointment setting for preventive care screenings and visits
Proactive provider appointment reminders with the ability to reschedule rather than no show (any provider type)
Pediatric preventative wellness
Ongoing pediatric preventative wellness education, appointment setting and other actions
Cost transparency and cost relief
Education on cost tranparency and cost relief options
Extraction (Dental)
Extract Dental related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Supporting Documents
Remind and support Claimant in securely uploading required supporting documents for a Claim.
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
SCRA Protection
Securely collect proof of Active Duty Servicemembers in order to trigger financial protections.
Disaster Preparedness
Proactively reach out to Policy Holders prior to a disaster, such as storm, wildfire, or flood and educate them on preparedness.
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Bill pay - payment capture
Bill delivery with safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Proactive Rx status notifications
Proactive Rx status notifications (fill status, issues like prior auth)
Click-to-call or chat to speak to pharmacy staff member
Click-to-call or chat to speak to pharmacy staff member when needed
Payoff Request
Guide Borrower through requesting an official Payoff Letter for their loan.
Click-to-call or chat to speak to pharmacy staff member
Click-to-call or chat to speak to pharmacy staff member when needed
Community meeting invitations
Proactive invitations and RSVPs for community events and meetings (virtual and in person)
Member ID card and driver's license digital collection
Safe and secure collection of member ID card(s), driver's license images
Surgery Confirmation
Collect detailed surgical information, including operative reports, discharge summaries, and post-operative recovery plans from the Claimant.
Digital consent
Ability for members to opt in to digital communications
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
Patient after hours support
Accurate, secure and compliant AI Agent patient inquiry and task completion support 24x7
Medication reconciliation
Education and scheduling of Medication Reconciliation appointments
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)
Trailing Documents
Remind and support Applicant in securely uploading required supporting documents post Application.
First Notice of Injury
Guide the Claimant through reporting an injury and filing a Claim.
Refill reminders and ordering facilitation
Refill reminders and ordering facilitation (including payment capture)
Benefits Education
Answer Member questions on Plan benefits, coverage, and eligibility.
90-day fill conversion
Support for education and 90-day fill conversion
Digital Consent
Ability for Borrowers to opt in to digital communications.
Extraction (Critical Illness)
Extract Critical Illness related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
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
Overview of pharmacy supports and services
Overview of pharmacy support and services and population health and quality programs
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)
Brand-to-generic conversion
Support for education and brand to generic fill conversion
Refill reminders and ordering facilitation
Refill reminders and ordering facilitation (including payment capture)
Medication (Rx) reconciliation
Education and scheduling of Medication Reconciliation
Profile Updates
Update Member information and contact preferences.
Premium Payment
Securely accept full or partial payment of outstanding premium amount.
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Patient after hours support
Accurate, secure and compliant AI Agent patient inquiry and task completion support 24x7
Traditional app and portal registration support
Support for member app download and app and portal initial registration
Certificate of Insurance (COI)
Respond to Policy Holder requests for copies of Certificate of Insurance (COI) with secure delivery of documents.
Endorsements and Riders
Guide the Policy Holder through amending, adding, and removing lines of coverage to their existing policy.
Payment capture
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
New patient welcome and information gathering
Patient education on provider and information and documentation completion
Transition of care support
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Update Beneficiaries
Update Beneficiaries and respond to major life events to ensure Member's benefits are paid to intended individuals.
Preventative Wellness Care Gap Closure
Education, navigation support and appointment setting for any preventative wellness care gap (immunizations, cancer screenings)
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.
Cost transparency and cost relief
Education on cost tranparency and cost relief options
Policy Renewal
Guide the Policy Holder through renewing their policy.
90-day fill conversion
Support for education and 90-day fill conversion
Digital consent
Ability for members to opt in to digital communications
Renewal education and reminders
Support for member retention with renewal education and reminders
Provider roster directory updates
Ability for any provider to update their roster information for provider directory accuracy
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.
Post-discharge information / education
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
KYC Supporting Documents
Remind and support borrower in securely uploading required supporting KYC documents during Onboarding.
Workplace Accommodations
Educate the Member on available workplace acommodations, reduced hours, and reassignment programs available through their employer.
Member information updates (i.e. add dependant)
Collection of member information updates such as adding dependants, changing address, etc
Follow-up appointment scheduling
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.
Pediatric Preventative Wellness
Ongoing pediatric preventative wellness education, appointment setting and other actions
Respiratory Care care management and navigation (COPD, Asthma)
Year-round support for members with Respiratory Disease - including education, wellness, care gap closure, appointment setting
Adult Preventative Wellness
Ongong adult preventative wellness education, appointment setting and other actions
Address Verification
Remind and support Borrower in securely verifying address and contact information during KYC Reviews.
Pre visit preparation instructions
Sharing of pre visit preparation instructions with ability to automate answers to inquiries
Claim Status
Provide Member with the current status of a Claim.
Proactive member out of pocket notifications
Proactive member out of pocket notifications – with support for “price shocks”
Preventative wellness
Education and appointment setting for preventative wellness medications, immunizations and tests
SDOH Resources (transportation, food)
Support for understanding and accessing SDOH resources such as nutrition, transportation
Medication reconciliation
Education and scheduling of Medication Reconciliation appointments
Ongoing website, portal, & app adoption and utilization
Support for member ongoing utilization of website, traditional apps and portals
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
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.
Schedule and prep instructions for PT / OT / other visits
Patient appointment setting support with visit prep instructions, reminders and ability to reschedule
New member welcome
New member welcome, overview of PBM supports and services, info gathering / sharing (including insurance ID card capture)
Diabetes care management and navigation
Year-round support for diabetic members including education, wellness, care gap closure, appointment setting
Co-payment collection
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Medication reconciliation
Education and scheduling of Medication Reconciliation appointments
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Digital consent
Ability for members to opt in to digital communications
Vaccination outreach and scheduling
Education and appointment setting support for Vaccination with appointment reminders and reschedules
Financial Health Education
Support Borrowers with advice, reminders, and empathy to guide them towards financially healthy payment behavior.
Profile Updates
Update Borrower information and contact preferences.
Care education (chronic condition management)
Notifications to educate on the importance of chronic condition management, related appointment setting
Timely notifications to meet regulatory requirements
Ability to send notifications to members more timely to meet regulatory timing requirements
Live Member Service chats and warm call transfers
Ability for service representatives to chat within Ushur journeys, and to warm call transfer to them
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Product Comparison
Support for Applicants to find Lending options that best fits their needs.
Issues and Complaints
Proactively detect issues and escalate them as tickets to reduce complaints and improve satisfaction.
Shopper plan compare support
Member support in finding a health insurance plan that best fits their needs
Medication adherence
Understand root causes of medication non-adherence and overcome them
Extraction (Hospital Indemnity)
Extract Hospital Indemnity related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Medication reconciliation appointment setting
Education and scheduling of Medication Reconciliation
Care education (preventative care)
Notifications to educate on the importance of adult and pediatric preventative care, related appointment setting
Borrower After hours Support
Accurate, secure and compliant AI Agent Borrower inquiry and task completion support 24x7
Enrollment in mail order program and Rx transfers
Education on benefits of mail order delivery and Rx transfer support
Chronic condition care navigation
Education, care management, navigation support and appointment setting for any chronic condition (diabetes, CKD...)
Member contact information collection / updates
Collection of cross-channel member contact information to support better communications
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.




















