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.
Chronic Condition Care Gap Closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Annual Wellness Visit (AWV) outreach and scheduling
Education and appointment setting support for Annual Wellness Visits (AWV) with appointment reminders and reschedules
Pre visit preparation instructions
Sharing of pre visit preparation instructions with ability to automate answers to inquiries
Appointment scheduling, reminders and rescheduling
Support for finding an in network provider and setting appointment via click-to-call or scheduling system integration
Profile Updates
Update Member information and contact preferences.
Provider credentialing with Plan
Support for provider credentialing information submission and status updates
Digital consent
Ability for members to opt in to digital communications
Member warm welcome benefits education and literacy
Member welcome notifications that educate on plan benefits, deliver digital ID cards
Medication reconciliation
Education and scheduling of Medication Reconciliation appointments
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Follow-up appointment scheduling
Patient appointment setting support with reminders and ability to reschedule
Payment Status
Provide Member with the current status of a payment on a Claim.
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Vaccination reminders, education, appointment scheduling, and paperwork
Refill reminders and ordering facilitation
Refill reminders and ordering facilitation (including payment capture)
Clinical guideline requests and inquiries
Ability for providers to request clinical guidelines
Traditional app and portal registration support
Support for member app download and app and portal initial registration
Extraction (Vision)
Extract Vision related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Sales appointment setting and reminders
Member appointment setting with service or sales agents in support of their buying process
Care education (chronic condition management)
Notifications to educate on the importance of chronic condition management, related appointment setting
Community meeting invitations
Proactive invitations and RSVPs for community events and meetings (virtual and in person)
SDOH Resources (transportation, food)
Support for understanding and accessing SDOH resources such as nutrition, transportation
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”
SCRA Protection
Securely collect proof of Active Duty Servicemembers in order to trigger financial protections.
Social Determinant of Health SDOH surveys
Social Determinant of Health SDOH survey completion with feeds to core systems for follow-up
Digital Consent
Ability for Policy Holders to opt in to digital communications.
Profile Updates
Update Policy Holder information and contact preferences.
Extraction (Dental)
Extract Dental related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Provider search and selection support (any provider)
Support member ability to search for any type of in network provider and click-to-call to set appointments
Proactive member out of pocket notifications
Proactive member out of pocket notifications – with support for “price shocks”
HIPAA Release
Securely upload a signed HIPAA release form from the Claimant.
Surveys - Health Risk & Need Assessments, SDOH, Post Care / Rx Fill Experiences
Member surveys of health risks and needs, SDOH and post care experience and NPS surveys
Renewal education and reminders
Support for member retention with renewal education and reminders
Certificate of Insurance (COI)
Respond to Policy Holder requests for copies of Certificate of Insurance (COI) with secure delivery of documents.
Bill pay - payment capture
Bill delivery with safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Return to Work
Confirm Claimant's Return to Work date as well as any supporting documentation from the doctor.
Product Comparison
Support for Applicants to find Insurance Plan options that best fit their needs.
Appointment reminder and rescheduling
Member appointment reminders for care management, provider appointments (any type), home health visits and more
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Chronic Kidney Disease CKD care management and navigation
Year-round support for members with Chronic Kidney Disease - 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
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
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Shipping status updates
Shipment status updates
Digital ID Card
Securely deliver a digital copy of Policy Holder's Insurance ID Card upon request.
Weight loss support
Support for eating well, exercising as well as weight loss medications like GLP1
Maternal health navigation
Support for full maternity journeys with education, appointment setting, wellness and more
Benefit awareness and literacy
Support for member education on benefits and how to utilize them throughout the plan year
Policy Renewal
Guide the Policy Holder through renewing their policy.
Digital ID card delivery
Delivery of member ID cards digitally
Premium Payment
Securely accept full or partial payment of outstanding premium amount.
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Appointment scheduling, reminders and rescheduling (any provider type)
Patient appointment setting support with reminders and ability to reschedule
Profile Updates
Update Borrower information and contact preferences.
Trailing Documents
Remind and support Applicant in securely uploading required supporting documents post Application.
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.
Member information updates
Member information updates – including cross-channel contact details and change of insurance
New member welcome
New member welcome, overview of PBM supports and services, info gathering / sharing (including insurance ID card capture)
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Medication refills and reminders
Sharing of medication refills and reminders with ability to capture and overcome reasons for non adherence
Policy Review (KYC)
Remind and support Member in securely uploading required supporting KYC documents during Policy Review.
Persistency of Benefits
Collect Member's bank details and payment information to ensure that Group Insurance coverage transitions to Individual coverage after employment ends.
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.
Payment capture
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Chronic condition care navigation
Education, care management, navigation support and appointment setting for any chronic condition (diabetes, CKD...)
Health Risk Assessment HRA surveys
Full Health Risk / Needs Survey completion with feeds to core systems for follow-up
Digital Consent
Ability for Borrowers to opt in to digital communications.
Supporting Documents
Remind and support Claimant in securely uploading required supporting documents for a Claim.
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.
First Notice of Loss
Guide the Claimant through the process of reporting the death of a Policy Holder and filing a Claim.
Behavioral Health care management and navigation
Year-round support for members with Behavioral Health conditions - including education, wellness, care gap closure, appointment setting
Balance Inquiry
Provide Borrower with details of the current balance on their account.
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
New patient welcome and information gathering
Patient education on provider and information and documentation completion
Medication reconciliation
Education and scheduling of Medication Reconciliation appointments
Transition of Care Support Readmission Avoidance
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Diabetes care management and navigation
Year-round support for diabetic members including education, wellness, care gap closure, appointment setting
Eligibility and Out of Pocket Cost (OOP) verification
Ability for members to inquire about eligibility and verify out of pocket costs
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.
Digital ID Card
Securely deliver a digital copy of Member's Insurance ID Card upon request.
Medication reconciliation appointment setting
Education and scheduling of Medication Reconciliation
90-day fill conversion
Support for education and 90-day fill conversion
Sales appointment setting and reminders
Member appointment setting with service or sales agents in support of their buying process
Extraction (Hospital Indemnity)
Extract Hospital Indemnity related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
First Notice of Injury
Guide the Claimant through reporting an injury and filing a Claim.
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Refill reminders and ordering facilitation
Refill reminders and ordering facilitation (including payment capture)
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
New member welcome
New member welcome, overview of PBM supports and services, info gathering / sharing (including insurance ID card capture)
Claims status
Ability for members to receive push notices for, or make inquiries about, claims status
Surveys - Health Risk & Need Assessments, SDOH, Post Care / Rx Fill Experiences
Member surveys of health risks and needs, SDOH and post care experience and NPS surveys
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.
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.
Ongoing website, portal, & app adoption and utilization
Support for member ongoing utilization of website, traditional apps and portals
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
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.
