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.
Waitlisting
Proactive notifications of appointment availability for patients on wait lists
Medication (Rx) reconciliation
Education and scheduling of Medication Reconciliation
Post-visit check-in and follow-up details / instructions
Sharing of pre visit instructions with ability to automate answers to inquiries
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Appointment reminder and rescheduling
Member appointment reminders for care management, provider appointments (any type), home health visits and more
ER avoidance
Education on when to use sites of care that are alternatives to the ER (telehealth, urgent care)
Premium Payment
Securely accept full or partial payment of outstanding premium amount.
Overview of PBM supports and services
Overview of PBM support and services and population health and quality programs
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
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
Vaccination reminders, education, appointment scheduling, and paperwork
Return to Work
Confirm Claimant's Return to Work date as well as any supporting documentation from the doctor.
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)
Support for shipping / delivery issues, returns and reshipment
Support for shipping / delivery issues, returns and reshipment
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
Appointment scheduling, reminders and rescheduling
Support for finding an in network provider and setting appointment via click-to-call or scheduling system integration
Extraction (Critical Illness)
Extract Critical Illness related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
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)
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.
Borrower After hours Support
Accurate, secure and compliant AI Agent Borrower inquiry and task completion support 24x7
KYC Supporting Documents
Remind and support borrower in securely uploading required supporting KYC documents during Onboarding.
Schedule and prep instructions for PT / OT / other visits
Patient appointment setting support with visit prep instructions, reminders and ability to reschedule
Digital ID Card
Securely deliver a digital copy of Member's Insurance ID Card upon request.
New member welcome
New member welcome, overview of PBM supports and services, info gathering / sharing (including insurance ID card capture)
Profile Updates
Update Borrower information and contact preferences.
Respiratory Care care management and navigation (COPD, Asthma)
Year-round support for members with Respiratory Disease - including education, wellness, care gap closure, appointment setting
Incontinence education and support
Education and connectivity to support resources for incontenence
Brand-to-generic conversion
Support for education and brand to generic fill conversion
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
Digital consent
Ability for members to opt in to digital communications
Retail-to-mail conversion
Support for education and retail-to-mail 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
Digital ID Card
Securely deliver a digital copy of Policy Holder's Insurance ID Card upon request.
Annual Wellness Visit (AWV) outreach and scheduling
Education and appointment setting support for Annual Wellness Visits (AWV) with appointment reminders and reschedules
Product Comparison
Support Applicants in finding Insurance Plan options that best fit their needs.
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
Adult preventative wellness
Ongong adult preventative wellness education, appointment setting and other actions
Payment capture
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Ongoing website, portal, & app adoption and utilization
Support for member ongoing utilization of website, traditional apps and portals
Patient after hours support
Accurate, secure and compliant AI Agent patient inquiry and task completion support 24x7
SDOH Resources (transportation, food)
Support for understanding and accessing SDOH resources such as nutrition, transportation
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Redetermination journey support (Medicaid)
Support for member retention with ongoing redetermination process education, support and services - until redetermination is complete
Behavioral Health care management and navigation
Year-round support for members with Behavioral Health conditions - including education, wellness, care gap closure, appointment setting
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
Claims status
Ability for members to receive push notices for, or make inquiries about, claims status
Confirmation of medication, immunization, DME orders / refills
Confirmation of medication, immunization, DME orders / refills
Clinical guideline requests and inquiries
Ability for providers to request clinical guidelines
Transition of care support
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Extraction (Voluntary Life)
Extract Voluntary Life related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Preventative wellness actions and care gap closure
Education, navigation support and appointment setting for any preventative wellness care gap (immunizations, cancer screenings)
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.
Claim Status
Provide Member with the current status of a Claim.
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Pre visit preparation instructions
Sharing of pre visit preparation instructions with ability to automate answers to inquiries
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 roster directory updates
Ability for any provider to update their roster information for provider directory accuracy
Care education (preventative care)
Notifications to educate on the importance of adult and pediatric preventative care, related appointment setting
Vaccination outreach and scheduling
Education and appointment setting support for Vaccination with appointment reminders and reschedules
Preventative Wellness Care Gap Closure
Education, navigation support and appointment setting for any preventative wellness care gap (immunizations, cancer screenings)
90-day fill conversion
Support for education and 90-day fill conversion
Shipping status updates
Shipment status updates
Live Member Service chats and warm call transfers
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
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Find a Provider
Patient support in finding in network doctors (of any type) that best fit their needs
Chronic Condition Care Gap Closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Patient after hours support
Accurate, secure and compliant AI Agent patient inquiry and task completion support 24x7
Digital Consent
Ability for Members to opt in to digital communications.
Pediatric Preventative Wellness
Ongoing pediatric preventative wellness education, appointment setting and other actions
Trailing Documents
Remind and support Applicant in securely uploading required supporting documents post Application.
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Workplace Accommodations
Educate the Member on available workplace acommodations, reduced hours, and reassignment programs available through their employer.
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
Records transfer paperwork
Completion of forms and e-signing records transfer paperwork
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
Shipping status updates
Shipment status updates
First Notice of Loss (FNOL)
Guide the Policy Holder through reporting a loss and filing a Claim.
Claim status, adjudication and payment updates
Ability for providers to inquire about claim status, adjudication and payments
Provider after hours support
Accurate, secure and compliant AI Agent provider inquiry and task completion support 24x7
Cancer Screening outreach and scheduling
Education and appointment setting support for Cancer Screening with appointment reminders and reschedules
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.
Delivery Confirmation
Collect detailed delivery information, hospital discharge summaries from the Claimant to trigger benefits.
Extraction (Basic Life)
Extract Basic Life related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
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.
Benefit awareness and literacy
Support for member education on benefits and how to utilize them throughout the plan year
Member warm welcome benefits education and literacy
Member welcome notifications that educate on plan benefits, deliver digital ID cards
First Notice of Loss
Guide the Claimant through the process of reporting the death of a Policy Holder and filing a Claim.
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
New patient welcome and information gathering
Patient education on provider and information and documentation completion
SCRA Protection
Securely collect proof of Active Duty Servicemembers in order to trigger financial protections.
New member welcome
New member welcome, overview of PBM supports and services, info gathering / sharing (including insurance ID card capture)
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.





















