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
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 Member's Insurance ID Card upon request.
Provider appointment setting and reminders
Patient appointment setting support with reminders and ability to reschedule
Preventative wellness actions and care gap closure
Education, navigation support and appointment setting for any preventative wellness care gap (immunizations, cancer screenings)
Benefit awareness and literacy
Support for member education on benefits and how to utilize them throughout the plan year
Certificate of Insurance (COI)
Respond to Policy Holder requests for copies of Certificate of Insurance (COI) with secure delivery of documents.
Payment Status
Provide Member with the current status of a payment on a Claim.
Profile Updates
Update Member information and contact preferences.
Timely notifications to meet regulatory requirements
Ability to send notifications to members more timely to meet regulatory timing requirements
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
New member welcome
New member welcome, overview of PBM supports and services, info gathering / sharing (including insurance ID card capture)
Extraction (Vision)
Extract Vision related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Claim Status
Provide Member with the current status of a Claim.
Notification of lab and test results
Sharing of lab tests and results
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Digital Consent
Ability for Members to opt in to digital communications.
Patient after hours support
Accurate, secure and compliant AI Agent patient inquiry and task completion support 24x7
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
Enrollment in mail order program and Rx transfers
Education on benefits of mail order delivery and Rx transfer support
Traditional app and portal registration support
Support for member app download and app and portal initial registration
Preventative wellness
Education and appointment setting for preventative wellness medications, immunizations and tests
Sales appointment setting and reminders
Member appointment setting with service or sales agents in support of their buying process
Shipping status updates
Shipment status updates
Brand-to-generic conversion
Support for education and brand to generic fill conversion
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
Medication reconciliation
Education and scheduling of Medication Reconciliation appointments
Medication reconciliation appointment setting
Education and scheduling of Medication Reconciliation
Member information updates
Member information updates – including cross-channel contact details and change of insurance
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.
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
Digital Consent
Ability for Policy Holders to opt in to digital communications.
Policy Renewal
Guide the Policy Holder through renewing their policy.
Ongoing website, portal, & app adoption and utilization
Support for member ongoing utilization of website, traditional apps and portals
Provider after hours support
Accurate, secure and compliant AI Agent provider inquiry and task completion support 24x7
Digital Consent
Ability for Borrowers to opt in to digital communications.
First Notice of Loss (FNOL)
Guide the Policy Holder through reporting a loss and filing a Claim.
Provider roster directory updates
Ability for any provider to update their roster information for provider directory accuracy
Payoff Request
Guide Borrower through requesting an official Payoff Letter for their loan.
Medication (Rx) reconciliation
Education and scheduling of Medication Reconciliation
Member contact information collection / updates
Collection of cross-channel member contact information to support better communications
Click-to-call or chat to speak with Care Manager
Click-to-call or chat to speak to Care Manager / Navigator when needed
Member information updates (i.e. add dependant)
Collection of member information updates such as adding dependants, changing address, etc
Financial Health Education
Support Borrowers with advice, reminders, and empathy to guide them towards financially healthy payment behavior.
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
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Member contact information collection / updates
Collection of cross-channel member contact information to support better communications
Update Beneficiaries
Update Beneficiaries and respond to major life events to ensure Policy Holder's benefits are paid to intended individuals.
Hospital discharge support
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Member After hours Support
Accurate, secure and compliant AI Member inquiry and task completion support 24x7
Digital consent
Ability for members to opt in to digital communications
Appeal filing and updates
Ability for members to understand and file Appeals, and receive status updates
Product Comparison
Support Applicants in finding Insurance Plan options that best fit their needs.
Annual Notice of Change (ANOC) FAQs
Proactive notifications and inquiry handling about Medicare Annual Notices of Change. Including FAQ support for top ANOC call drivers
Payment Status
Provide Borrower with the current status of a payment made to their account.
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
SDOH Resources (transportation, food)
Support for understanding and accessing SDOH resources such as nutrition, transportation
New patient welcome and information gathering
Patient education on provider and information and documentation completion
Live Member Service chats and warm call transfers
Ability for service representatives to chat within Ushur journeys, and to warm call transfer to them
Census Upload
Guide the Broker / Employer through uploading an updating Census file, Transforming it to the standard format required by the Carrier, and identifying any issues.
Post-visit check-in and follow-up details / instructions
Sharing of pre visit instructions with ability to automate answers to inquiries
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.
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)
Prior authorization communications and intake
Ability for providers and pharmacies to perform prior authorization inquiries, submit forms and information, and receive status updates
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
Weight loss support
Support for eating well, exercising as well as weight loss medications like GLP1
Transition of care support
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Digital ID card delivery
Delivery of member ID cards digitally
Medication adherence:
Understand root causes of medication non-adherence and overcome them
Disaster Preparedness
Proactively reach out to Policy Holders prior to a disaster, such as storm, wildfire, or flood and educate them on preparedness.
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
Policy Cancellation
Guide the Policy Holder through cancelling their policy.
Benefits Education
Answer policy holder questions on Plan benefits, coverage, and eligibility.
Employer Onboarding
Guide the Broker / Employer through the information required from them to onboard them into the Carrier's core systems.
Chronic Condition Care Gap Closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Support for shipping / delivery issues, returns and reshipment
Support for shipping / delivery issues, returns and reshipment
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Policyholder After hours Support
Accurate, secure and compliant AI Agent Policy Holder inquiry and task completion support 24x7
Co-payment collection
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Make Payment
Securely accept full or partial payment of outstanding installment amount.
Extraction (Basic Life)
Extract Basic Life related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Benefits Education
Answer Member questions on Plan benefits, coverage, and eligibility.
Patient questionnaire automation
Capture of patient information updates and support for review and e-signature for new patient paperwork
Cost transparency and cost relief
Education on cost tranparency and cost relief options
Shopper plan compare support
Member support in finding a health insurance plan that best fits their needs
New member welcome
New member welcome, overview of PBM supports and services, info gathering / sharing (including insurance ID card capture)
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
Redetermination journey support (Medicaid)
Support for member retention with ongoing redetermination process education, support and services - until redetermination is complete
Balance Inquiry
Provide Borrower with details of the current balance on their account.
Follow-up appointment scheduling
Patient appointment setting support with reminders and ability to reschedule
Member ID card and driver's license digital collection
Safe and secure collection of member ID card(s), driver's license images
Vaccination reminders, education, appointment scheduling, and paperwork
Profile Updates
Update Policy Holder information and contact preferences.
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Proactive member out of pocket notifications
Proactive member out of pocket notifications – with support for “price shocks”
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)
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.





















