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.
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
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Click-to-call or chat to speak to member service
Ability for service representatives to chat within Ushur journeys, and to warm call transfer to them
Loan Modification
Proactively reach out to delinquent Borrowers to educate them on eligible Loan Modification options available and support their decision.
90-day fill conversion
Support for education and 90-day fill conversion
Medication adherence:
Understand root causes of medication non-adherence and overcome them
Fall prevention education and action
Education and connectivity to support resources for fall prevention (movement, home safety...)
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
Prior authorization communications and intake
Ability for providers and pharmacies to perform prior authorization inquiries, submit forms and information, and receive status updates
Proactive Rx status notifications
Proactive Rx status notifications (fill status, issues like prior auth)
Member information updates (i.e. add dependant)
Collection of member information updates such as adding dependants, changing address, etc
Vaccination outreach and scheduling
Education and appointment setting support for Vaccination with appointment reminders and reschedules
ER avoidance
Education on when to use sites of care that are alternatives to the ER (telehealth, urgent care)
Appeal filing and updates
Ability for members to understand and file Appeals, and receive status updates
Click-to-call or chat to speak with Care Manager
Click-to-call or chat to speak to Care Manager / Navigator when needed
Proactive Rx status notifications
Proactive Rx status notifications (fill status, issues like prior auth)
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
Surgery Confirmation
Collect detailed surgical information, including operative reports, discharge summaries, and post-operative recovery plans from the Claimant.
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
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
Cost transparency and cost relief
Education on cost tranparency and cost relief options
Extraction (Basic Life)
Extract Basic Life related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Cardiac Disease care management and navigation
Year-round support for members with Cardiac Disease - including education, wellness, care gap closure, appointment setting
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)
Payment Status
Provide Policy Holder with the current status of a payment on a Claim.
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
Live Member Service chats and warm call transfers
Ability for service representatives to chat within Ushur journeys, and to warm call transfer to them
Claim Status
Provide Member with the current status of a Claim.
Follow-up appointment scheduling
Patient appointment setting support with reminders and ability to reschedule
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.
Provider appointment setting and reminders
Patient appointment setting support with reminders and ability to reschedule
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Payment Status
Provide Member with the current status of a payment on a Claim.
Preventative wellness
Education and appointment setting for preventative wellness medications, immunizations and tests
Extraction (Critical Illness)
Extract Critical Illness 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
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Chronic Condition Care Gap Closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Digital Consent
Ability for Policy Holders to opt in to digital communications.
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
Patient questionnaire automation
Capture of patient information updates and support for review and e-signature for new patient paperwork
Borrower After hours Support
Accurate, secure and compliant AI Agent Borrower inquiry and task completion support 24x7
Extraction (Dental)
Extract Dental related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Product Comparison
Support Applicants in finding Insurance Plan options that best fit their needs.
First Notice of Loss
Guide the Claimant through the process of reporting the death of a Policy Holder and filing a Claim.
Enrollment in mail order program and Rx transfers
Education on benefits of mail order delivery and Rx transfer support
Pediatric Preventative Wellness
Ongoing pediatric preventative wellness education, appointment setting and other actions
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
Grievance filing and updates
Ability for members to understand and file Grievances, and receive status updates
New member welcome
New member welcome, overview of PBM supports and services, info gathering / sharing (including insurance ID card capture)
Persistency of Benefits
Collect Member's bank details and payment information to ensure that Group Insurance coverage transitions to Individual coverage after employment ends.
Balance Inquiry
Provide Borrower with details of the current balance on their account.
Preventative wellness actions and care gap closure
Education, navigation support and appointment setting for any preventative wellness care gap (immunizations, cancer screenings)
Payment Status
Provide Borrower with the current status of a payment made to their account.
Clinical guideline requests and inquiries
Ability for providers to request clinical guidelines
Payment capture
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
SDOH Resources (transportation, food)
Support for understanding and accessing SDOH resources such as nutrition, transportation
Digital consent
Ability for members to opt in to digital communications
Digital Consent
Ability for Members to opt in to digital communications.
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Diabetes care management and navigation
Year-round support for diabetic members including education, wellness, care gap closure, appointment setting
Supporting Documents
Remind and support Member in securely uploading required supporting documents for a Claim.
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Benefits Education
Answer Member questions on Plan benefits, coverage, and eligibility.
Product Comparison
Support for Applicants to find Lending options that best fits their needs.
Schedule and prep instructions for PT / OT / other visits
Patient appointment setting support with visit prep instructions, reminders and ability to reschedule
KYC Supporting Documents
Remind and support borrower in securely uploading required supporting KYC documents during Onboarding.
Provider roster directory updates
Ability for any provider to update their roster information for provider directory accuracy
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
Brand-to-generic conversion
Support for education and brand to generic fill conversion
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Plan Design
Triage inbound RFP emails to identify key attributes regarding Broker, Employer, Quote, and requested Products and automate case setup in Quoting and Underwriting systems.
Digital Consent
Ability for Borrowers to opt in to digital communications.
Digital consent
Ability for members to opt in to digital communications
Transition of care support
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
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.
Care Management connectivity
Notifications to educate on the importance of Care Management and set appointments
Benefit awareness and literacy
Support for member education on benefits and how to utilize them throughout the plan year
Member contact information collection / updates
Collection of cross-channel member contact information to support better communications
Medication reconciliation appointment setting
Education and scheduling of Medication Reconciliation
Retail, mail order, 90-day medication refills
Support medication adherence with retail, mail order and 90-day refill request support
Medication reconciliation
Education and scheduling of Medication Reconciliation appointments
Endorsements and Riders
Guide the Policy Holder through amending, adding, and removing lines of coverage to their existing policy.
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
Pediatric preventative wellness
Ongoing pediatric preventative wellness education, appointment setting and other actions
Click-to-call or chat to speak to pharmacy staff member
Click-to-call or chat to speak to pharmacy staff member when needed
Certificate of Insurance (COI)
Respond to Policy Holder requests for copies of Certificate of Insurance (COI) with secure delivery of documents.
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
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
Digital ID Card
Securely deliver a digital copy of Member's Insurance ID Card upon request.
Cost transparency and cost relief
Education on cost tranparency and cost relief options
Appointment reminder and rescheduling
Member appointment reminders for care management, provider appointments (any type), home health visits and more
Shipping status updates
Shipment status updates
Extraction (Voluntary Life)
Extract Voluntary Life related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Adult Preventative Wellness
Ongong adult preventative wellness education, appointment setting and other actions
Return to Work
Confirm Claimant's Return to Work date as well as any supporting documentation from the doctor.
Member ID card and driver's license digital collection
Safe and secure collection of member ID card(s), driver's license images
First Notice of Loss (FNOL)
Guide the Policy Holder through reporting a loss and filing a Claim.
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.
