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

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Outbound calls eliminated
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Automated Resolution rate
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ROI on AI investment

Trust-Native Architecture

Built with trust, security and compliance engineered into the platform core–not layered on later.
Security & Compliance
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Governance

Built-in governance embeds guardrails, policy enforcement, and human oversight directly into AI execution.

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Observability

Maintain real-time visibility into agent behavior, reasoning, and performance.

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Auditability

Replay conversations end to end and generate regulator-ready records on demand.

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Data Protection

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.

Ushur Dashboard screen
Illustration showing ushur's omnichannel capability
Ushur Studio screen preview
Ushur Insights screen

Inbound and Outbound

Compliant, end-to-end customer engagement that proactively connects, resolves, and preserves context.

Omnichannel Continuity

Engage across SMS, email, voice, and web in one persistent, compliant interaction thread.

Built for Business Speed

A purpose-built orchestration environment designed for business users to bring journeys to life quickly.

Actionable Insights

Understand behavior, measure performance, and maintain audit-ready visibility with built-in compliance controls.

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.

Company Type:
Health Payer
Provider
PBM
Pharmacy
LA&H
P&C
Consumer Lending
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Journey:
Acquisition
Retention
Member Service
Population Health & Quality
Claims & Administrative
Provider Service
Pre Visit
During Visit
Post Visit
Population Health & Quality
New Member Onboarding & Welcome
Member Service
Population Health & Quality
Mail Order Enrollment & Fulfillment
Claims and Administrative
New Member Onboarding & Welcome
Member Service
Population Health & Quality
Mail Order Enrollment & Fulfillment
Claims and Administrative
Group Quote Intake
Group Onboarding
Individual Acquisition
Member Service
Claims
Absence Management
Acquisition
Policyholder Service
Claims
Loan Originations
KYC and Onboarding
Loan Servicing
Loss Mitigation

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

Policy Reinstatement

Guide the Policy Holder through re-instating a lapsed policy.

Explanation of Benefits (EOB) notices and education

Education and notices on Explanation of Benefits (EOB)

Shipping status updates

Shipment status updates

Member information updates

Member information updates – including cross-channel contact details and change of insurance

Proactive member out of pocket notifications

Proactive member out of pocket notifications – with support for “price shocks”

Waitlisting

Proactive notifications of appointment availability for patients on wait lists

Benefits Education

Answer Member questions on Plan benefits, coverage, and eligibility.

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

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

Payment Status

Provide Borrower with the current status of a payment made to their account.

Claim status, adjudication and payment updates

Ability for providers to inquire about claim status, adjudication and payments

Timely notifications to meet regulatory requirements

Ability to send notifications to members more timely to meet regulatory timing requirements

Care plan adherence

Notifications to educate on the importance of care plan adherence, related appointment setting

Proactive Rx status notifications

Proactive Rx status notifications (fill status, issues like prior auth)

Refill reminders and ordering facilitation

Refill reminders and ordering facilitation (including payment capture)

Policy Review (KYC)

Remind and support Member in securely uploading required supporting KYC documents during Policy Review.

HIPAA Release

Securely upload a signed HIPAA release form from the Claimant.

Eligibility and Out of Pocket Cost (OOP) verification

Ability for members to inquire about eligibility and verify out of pocket costs

Member warm welcome benefits education and literacy

Member welcome notifications that educate on plan benefits, deliver digital ID cards

Care education (preventative care)

Notifications to educate on the importance of adult and pediatric preventative care, related appointment setting

Social Determinant of Health SDOH surveys

Social Determinant of Health SDOH survey completion with feeds to core systems for follow-up

Retail, mail order, 90-day medication refills

Support medication adherence with retail, mail order and 90-day refill request support

Policyholder After hours Support

Accurate, secure and compliant AI Agent Policy Holder inquiry and task completion support 24x7

Loan Modification

Proactively reach out to delinquent Borrowers to educate them on eligible Loan Modification options available and support their decision.

Eligibility & benefits verification

Ability for providers and pharmacies to perform eligibilty and benefits verification at the member level

Return to Work

Confirm Claimant's Return to Work date as well as any supporting documentation from the doctor.

Claim Status

Provide Policy Holder with the current status of a Claim.

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.

Medication adherence

Medication Adherence (overcome barriers - cost, transportation, adverse effects)

Musculoskeletal (MSK) care management and navigation

Year-round support for members with Musculoskeletal conditions - including education, wellness, care gap closure, appointment setting

Medication adherence

Medication Adherence (overcome barriers - cost, transportation, adverse effects)

Chronic condition care navigation

Education, care management, navigation support and appointment setting for any chronic condition (diabetes, CKD...)

Cost transparency and cost relief

Education on cost tranparency and cost relief options

Overview of pharmacy supports and services

Overview of pharmacy support and services and population health and quality programs

Supporting Documents

Remind and support Member in securely uploading required supporting documents for a Claim.

Patient questionnaire automation

Capture of patient information updates and support for review and e-signature for new patient paperwork

SDOH Resources (transportation, food)

Support for understanding and accessing SDOH resources such as nutrition, transportation

Transition of Care Support Readmission Avoidance

Support for inpatient to facility or home transitions to ensure safety and decrease readmissions

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.

Ongoing website, portal, & app adoption and utilization

Support for member ongoing utilization of website, traditional apps and portals

Medication adherence:

Understand root causes of medication non-adherence and overcome them

Health Risk Assessment HRA surveys

Full Health Risk / Needs Survey completion with feeds to core systems for follow-up

Respiratory Care care management and navigation (COPD, Asthma)

Year-round support for members with Respiratory Disease - including education, wellness, care gap closure, appointment setting

Enrollment in mail order program and Rx transfers

Education on benefits of mail order delivery and Rx transfer support

Preventative wellness

Education and appointment setting for preventative wellness medications, immunizations and tests

SDOH Resources (transportation, food)

Support for understanding and accessing SDOH resources such as nutrition, transportation

Click-to-call or chat to speak to pharmacy staff member

Click-to-call or chat to speak to pharmacy staff member when needed

Digital consent

Ability for members to opt in to digital communications

Follow-up appointment scheduling

Patient appointment setting support with reminders and ability to reschedule

Shopper plan compare support

Member support in finding a health insurance plan that best fits their needs

Borrower After hours Support

Accurate, secure and compliant AI Agent Borrower inquiry and task completion support 24x7

Renewal education and reminders

Support for member retention with renewal education and reminders

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

Cardiac Disease care management and navigation

Year-round support for members with Cardiac Disease - including education, wellness, care gap closure, appointment setting

Extraction (Critical Illness)

Extract Critical Illness related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.

Benefit awareness and literacy

Support for member education on benefits and how to utilize them throughout the plan year

Payment capture

Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing

Click-to-call or chat to speak with Care Manager

Click-to-call or chat to speak to Care Manager / Navigator when needed

Adult Preventative Wellness

Ongong adult preventative wellness education, appointment setting and other actions

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.

Digital Consent

Ability for Policy Holders to opt in to digital communications.

New member welcome

New member welcome, overview of PBM supports and services, info gathering / sharing (including insurance ID card capture)

Provider appointment setting and reminders

Patient appointment setting support with reminders and ability to reschedule

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)

Member contact information collection / updates

Collection of cross-channel member contact information to support better communications

Retail-to-mail conversion

Support for education and retail-to-mail conversion

Vaccination reminders, education, appointment scheduling, and paperwork

90-day fill conversion

Support for education and 90-day fill conversion

Prior Authorization transparency support

Ability for members to receive push notices for, or make inquiries about, prior authorization status

Schedule Appointment

Schedule follow up call with Sales Representative with reminders and rescheduling.

KYC Supporting Documents

Remind and support borrower in securely uploading required supporting KYC documents during Onboarding.

Behavioral Health care management and navigation

Year-round support for members with Behavioral Health conditions - including education, wellness, care gap closure, appointment setting

Chronic Condition care gap closure

Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)

Community meeting invitations

Proactive invitations and RSVPs for community events and meetings (virtual and in person)

Persistency of Benefits

Collect Member's bank details and payment information to ensure that Group Insurance coverage transitions to Individual coverage after employment ends.

Member After hours Support

Accurate, secure and compliant AI Member inquiry and task completion support 24x7

Annual Wellness Visit (AWV) outreach and scheduling

Education and appointment setting support for Annual Wellness Visits (AWV) with appointment reminders and reschedules

Maternal health navigation

Support for full maternity journeys with education, appointment setting, wellness and more

Schedule Appointment

Schedule follow up call with Sales Representative with reminders and rescheduling.

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

Provider after hours support

Accurate, secure and compliant AI Agent provider inquiry and task completion support 24x7

Email Triage

Automatically triage incoming servicing emails to identify intent and respond to service requests.

SDOH resources (transportation, food)

Support for understanding and accessing SDOH resources such as nutrition, transportation

Digital ID card delivery

Delivery of member ID cards digitally

Pediatric Preventative Wellness

Ongoing pediatric preventative wellness education, appointment setting and other actions

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 transparency support

Ability for members to receive push notices for, or make inquiries about, prior authorization status

Eligibility of Insurability (EOI)

Guide the new Member through a dynamic set of questions to determine their eligibiity for Insurance.

Extraction (Hospital Indemnity)

Extract Hospital Indemnity related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.

Stay at Work

Guide the Member through potential insurance benefits and available workplace accommodations, reduced hours, and reassignments to help them decide between different disability options.

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)

Payment Status

Provide Policy Holder with the current status of a payment on a Claim.

Notification of lab and test results

Sharing of lab tests and results

Payment Status

Provide Member with the current status of a payment on a Claim.

Confirmation of medication, immunization, DME orders / refills

Confirmation of medication, immunization, DME orders / refills

Care appointment reminders

Proactive care and provider appointment reminders with the ability to reschedule rather than no show (any provider type)

Vaccination outreach and scheduling

Education and appointment setting support for Vaccination with appointment reminders and reschedules

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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.

Agentic AI that Analysts rave about

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