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.
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
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
Payment capture
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Paperless Statements
Ability for Borrowers to opt in to digital delivery of Statements.
Payment capture
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
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.
Pediatric preventative wellness
Ongoing pediatric preventative wellness education, appointment setting and other actions
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Medication reconciliation
Education and scheduling of Medication Reconciliation appointments
Diabetes care management and navigation
Year-round support for diabetic members including education, wellness, care gap closure, appointment setting
Follow-up appointment scheduling
Patient appointment setting support with reminders and ability to reschedule
Prior authorization communications and intake
Ability for providers and pharmacies to perform prior authorization inquiries, submit forms and information, and receive status updates
Respiratory Care care management and navigation (COPD, Asthma)
Year-round support for members with Respiratory Disease - including education, wellness, care gap closure, appointment setting
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.
First Notice of Loss
Guide the Claimant through the process of reporting the death of a Policy Holder and filing a Claim.
Payoff Request
Guide Borrower through requesting an official Payoff Letter for their loan.
Overview of PBM supports and services
Overview of PBM support and services and population health and quality programs
Extraction (Critical Illness)
Extract Critical Illness related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Musculoskeletal (MSK) care management and navigation
Year-round support for members with Musculoskeletal conditions - including education, wellness, care gap closure, appointment setting
SDOH resources (transportation, food)
Support for understanding and accessing SDOH resources such as nutrition, transportation
Extraction (Vision)
Extract Vision related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Social Determinant of Health SDOH surveys
Social Determinant of Health SDOH survey completion with feeds to core systems for follow-up
Health Risk Assessment HRA surveys
Full Health Risk / Needs Survey completion with feeds to core systems for follow-up
Endorsements and Riders
Guide the Policy Holder through amending, adding, and removing lines of coverage to their existing policy.
Payment Status
Provide Borrower with the current status of a payment made to their account.
Policy Cancellation
Guide the Policy Holder through cancelling their policy.
Preventative Wellness Care Gap Closure
Education, navigation support and appointment setting for any preventative wellness care gap (immunizations, cancer screenings)
Member information updates
Member information updates – including cross-channel contact details and change of insurance
Medication reconciliation
Education and scheduling of Medication Reconciliation appointments
Adult Preventative Wellness
Ongong adult preventative wellness education, appointment setting and other actions
Member After hours Support
Accurate, secure and compliant AI Member inquiry and task completion support 24x7
Ongoing website, portal, & app adoption and utilization
Support for member ongoing utilization of website, traditional apps and portals
Timely notifications to meet regulatory requirements
Ability to send notifications to members more timely to meet regulatory timing requirements
Persistency of Benefits
Collect Member's bank details and payment information to ensure that Group Insurance coverage transitions to Individual coverage after employment ends.
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)
Appeal filing and updates
Ability for members to understand and file Appeals, and receive status updates
Extraction (Accidental Death & Dismemberment)
Extract Accidental Death and Dismemberment related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Return to Work
Confirm Claimant's Return to Work date as well as any supporting documentation from the doctor.
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Cost transparency and cost relief
Education on cost tranparency and cost relief options
Follow-up appointment scheduling
Patient appointment setting support with reminders and ability to reschedule
Policy Reinstatement
Guide the Policy Holder through re-instating a lapsed policy.
Trailing Documents
Remind and support Applicant in securely uploading required supporting documents post Application.
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Member information updates (i.e. add dependant)
Collection of member information updates such as adding dependants, changing address, etc
Proactive Rx status notifications
Proactive Rx status notifications (fill status, issues like prior auth)
Member information updates
Member information updates – including cross-channel contact details and change of insurance
KYC Supporting Documents
Remind and support borrower in securely uploading required supporting KYC documents during Onboarding.
Digital Consent
Ability for Policy Holders to opt in to digital communications.
Digital consent
Ability for members to opt in to digital communications
Provider after hours support
Accurate, secure and compliant AI Agent provider inquiry and task completion support 24x7
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Member warm welcome benefits education and literacy
Member welcome notifications that educate on plan benefits, deliver digital ID cards
Extraction (Dental)
Extract Dental related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Site of care guidance (wayfinding)
Support for appropriate site of care with appointment setting
Provider roster directory updates
Ability for any provider to update their roster information for provider directory accuracy
SDOH Resources (transportation, food)
Support for understanding and accessing SDOH resources such as nutrition, transportation
Ongoing website, portal, & app adoption and utilization
Support for member ongoing utilization of website, traditional apps and portals
Cardiac Disease care management and navigation
Year-round support for members with Cardiac Disease - including education, wellness, care gap closure, appointment setting
Shipping status updates
Shipment status updates
Medication refills and reminders
Sharing of medication refills and reminders with ability to capture and overcome reasons for non adherence
Product Comparison
Support for Applicants to find Insurance Plan options that best fit their needs.
Extraction (Hospital Indemnity)
Extract Hospital Indemnity related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Benefits Education
Answer Member questions on Plan benefits, coverage, and eligibility.
Delivery Confirmation
Collect detailed delivery information, hospital discharge summaries from the Claimant to trigger benefits.
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
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
Premium Payment
Securely accept full or partial payment of outstanding premium amount.
Refill reminders and ordering facilitation
Refill reminders and ordering facilitation (including payment capture)
Payment Status
Provide Policy Holder with the current status of a payment on a Claim.
Proactive Rx status notifications
Proactive Rx status notifications (fill status, issues like prior auth)
Surgery Confirmation
Collect detailed surgical information, including operative reports, discharge summaries, and post-operative recovery plans from the Claimant.
Employer Onboarding
Guide the Broker / Employer through the information required from them to onboard them into the Carrier's core systems.
Hospital discharge support
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
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...)
Digital ID Card
Securely deliver a digital copy of Member's Insurance ID Card upon request.
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
SCRA Protection
Securely collect proof of Active Duty Servicemembers in order to trigger financial protections.
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Digital consent
Ability for members to opt in to digital communications
Patient questionnaire automation
Capture of patient information updates and support for review and e-signature for new patient paperwork
Transition of Care Support Readmission Avoidance
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Retail-to-mail conversion
Support for education and retail-to-mail conversion
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
Weight loss support
Support for eating well, exercising as well as weight loss medications like GLP1
Claim Status
Provide Member with the current status of a Claim.
Digital ID Card
Securely deliver a digital copy of Policy Holder's Insurance ID Card upon request.
Proactive member out of pocket notifications
Proactive member out of pocket notifications – with support for “price shocks”
Eligibility & benefits verification
Ability for providers and pharmacies to perform eligibilty and benefits verification at the member level
Live Member Service chats and warm call transfers
Ability for service representatives to chat within Ushur journeys, and to warm call transfer to them
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
Borrower After hours Support
Accurate, secure and compliant AI Agent Borrower inquiry and task completion support 24x7
Product Comparison
Support for Applicants to find Lending options that best fits their needs.
Issues and Complaints
Proactively detect issues and escalate them as tickets to reduce complaints and improve satisfaction.
Update Beneficiaries
Update Beneficiaries and respond to major life events to ensure Member's benefits are paid to intended individuals.
Member ID card and driver's license digital collection
Safe and secure collection of member ID card(s), driver's license images
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.




















