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.
Debt Management Plan
Proactively reach out to delinquent Borrowers to educate them on eligible Debt Management Plan options available and support their decision.
Proactive member out of pocket notifications
Proactive member out of pocket notifications – with support for “price shocks”
Payment Status
Provide Policy Holder with the current status of a payment on a Claim.
Appointment reminder and rescheduling
Member appointment reminders for care management, provider appointments (any type), home health visits and more
Ongoing website, portal, & app adoption and utilization
Support for member ongoing utilization of website, traditional apps and portals
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
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.
Patient questionnaire automation
Capture of patient information updates and support for review and e-signature for new patient paperwork
Digital Consent
Ability for Borrowers to opt in to digital communications.
Member information updates
Member information updates – including cross-channel contact details and change of insurance
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Overview of pharmacy supports and services
Overview of pharmacy support and services and population health and quality programs
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Enrollment in mail order program and Rx transfers
Education on benefits of mail order delivery and Rx transfer support
ER avoidance
Education on when to use sites of care that are alternatives to the ER (telehealth, urgent care)
Profile Updates
Update Member information and contact preferences.
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
Financial Health Education
Support Borrowers with advice, reminders, and empathy to guide them towards financially healthy payment behavior.
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Extraction (Dental)
Extract Dental related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
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
Refill reminders and ordering facilitation
Refill reminders and ordering facilitation (including payment capture)
HIPAA Release
Securely upload a signed HIPAA release form from the Claimant.
Redetermination journey support (Medicaid)
Support for member retention with ongoing redetermination process education, support and services - until redetermination is complete
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
Extraction (Voluntary Life)
Extract Voluntary Life related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Shipping status updates
Shipment status updates
Traditional app and portal registration support
Support for member app download and app and portal initial registration
Digital consent
Ability for members to opt in to digital communications
Refill reminders and ordering facilitation
Refill reminders and ordering facilitation (including payment capture)
Issues and Complaints
Proactively detect issues and escalate them as tickets to reduce complaints and improve satisfaction.
Vaccination outreach and scheduling
Education and appointment setting support for Vaccination with appointment reminders and reschedules
Policy Reinstatement
Guide the Policy Holder through re-instating a lapsed policy.
Maternal health navigation
Support for full maternity journeys with education, appointment setting, wellness and more
Claim Status
Provide Member with the current status of a Claim.
Care plan adherence
Notifications to educate on the importance of care plan adherence, related appointment setting
Transition of Care Support Readmission Avoidance
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Endorsements and Riders
Guide the Policy Holder through amending, adding, and removing lines of coverage to their existing policy.
Community meeting invitations
Proactive invitations and RSVPs for community events and meetings (virtual and in person)
Eligibility & benefits verification
Ability for providers and pharmacies to perform eligibilty and benefits verification at the member level
ER avoidance
Education on when to use sites of care that are alternatives to the ER (telehealth, urgent care)
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
Policyholder After hours Support
Accurate, secure and compliant AI Agent Policy Holder inquiry and task completion support 24x7
Trailing Documents
Remind and support Applicant in securely uploading required supporting documents post Application.
Member contact information collection / updates
Collection of cross-channel member contact information to support better communications
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Patient after hours support
Accurate, secure and compliant AI Agent patient inquiry and task completion support 24x7
Extraction (Critical Illness)
Extract Critical Illness related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Medication adherence
Understand root causes of medication non-adherence and overcome them
Digital Consent
Ability for Policy Holders to opt in to digital communications.
Chronic condition care navigation
Education, care management, navigation support and appointment setting for any chronic condition (diabetes, CKD...)
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
Site of care guidance (wayfinding)
Support for appropriate site of care with appointment setting
Sales appointment setting and reminders
Member appointment setting with service or sales agents in support of their buying process
Medication adherence:
Understand root causes of medication non-adherence and overcome them
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Premium Payment
Securely accept full or partial payment of outstanding premium amount.
Confirmation of medication, immunization, DME orders / refills
Confirmation of medication, immunization, DME orders / refills
Incontinence education and support
Education and connectivity to support resources for incontenence
Payment capture
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Product Comparison
Support for Applicants to find Insurance Plan options that best fit their needs.
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.
Click-to-call or chat to speak with Care Manager
Click-to-call or chat to speak to Care Manager / Navigator when needed
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
Loan Modification
Proactively reach out to delinquent Borrowers to educate them on eligible Loan Modification options available and support their decision.
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.
Click-to-call or chat to speak to pharmacy staff member
Click-to-call or chat to speak to pharmacy staff member when needed
Bill pay - payment capture
Bill delivery with safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Preventative wellness
Education and appointment setting for preventative wellness medications, immunizations and tests
Cost transparency and cost relief
Education on cost tranparency and cost relief options
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.
Transition of care support
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
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
Follow-up appointment scheduling
Patient appointment setting support with reminders and ability to reschedule
Policy Renewal
Guide the Policy Holder through renewing their policy.
Care education (preventative care)
Notifications to educate on the importance of adult and pediatric preventative care, related appointment setting
Policy Review (KYC)
Remind and support Member in securely uploading required supporting KYC documents during Policy Review.
Profile Updates
Update Borrower information and contact preferences.
Follow-up appointment scheduling
Patient appointment setting support with reminders and ability to reschedule
Social Determinant of Health SDOH surveys
Social Determinant of Health SDOH survey completion with feeds to core systems for follow-up
Musculoskeletal (MSK) care management and navigation
Year-round support for members with Musculoskeletal conditions - including education, wellness, care gap closure, appointment setting
Post-visit check-in and follow-up details / instructions
Sharing of pre visit instructions with ability to automate answers to inquiries
Shipping status updates
Shipment status updates
Profile Updates
Update Policy Holder information and contact preferences.
Shopper plan compare support
Member support in finding a health insurance plan that best fits their needs
Appeal filing and updates
Ability for members to understand and file Appeals, and receive status updates
Census Transformation
Identify Census files in an inbound RFP and Transform the file to the standard format required by the Carrier and identify any issues.
Prior authorization education and updates for transparency
Ability for patients to receive push notices for, or make inquiries about, prior authorization status
Overview of PBM supports and services
Overview of PBM support and services and population health and quality programs
Support for shipping / delivery issues, returns and reshipment
Support for shipping / delivery issues, returns and reshipment
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
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
Post-discharge information / education
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Trailing Documents
Remind and support Applicant in securely uploading required supporting documents post Application.
Provider appointment setting and reminders
Patient appointment setting support with reminders and ability to reschedule
Patient after hours support
Accurate, secure and compliant AI Agent patient inquiry and task completion support 24x7
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.





















