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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increase in CSAT score
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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

Ongoing website, portal, & app adoption and utilization

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

SCRA Protection

Securely collect proof of Active Duty Servicemembers in order to trigger financial protections.

Eligibility & benefits verification

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

KYC Supporting Documents

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

Cost transparency and cost relief

Education on cost tranparency and cost relief options

Chronic Condition care gap closure

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

Post Care Surveys (NPS, CAHPs and HOS- like)

Post care and pharmacy visit surveys to understand experience gaps for proactive outreach and support as needed

Update Beneficiaries

Update Beneficiaries and respond to major life events to ensure Member's benefits are paid to intended individuals.

Retail-to-mail conversion

Support for education and retail-to-mail conversion

Cost transparency and cost relief

Education on cost tranparency and cost relief options

SDOH resources (transportation, food)

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

Digital Consent

Ability for Borrowers to opt in to digital communications.

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

Diabetes care management and navigation

Year-round support for diabetic members including education, wellness, care gap closure, appointment setting

Incontinence education and support

Education and connectivity to support resources for incontenence

Endorsements and Riders

Guide the Policy Holder through amending, adding, and removing lines of coverage to their existing policy.

Shipping status updates

Shipment status updates

Digital Consent

Ability for Policy Holders to opt in to digital communications.

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.

Claim Status

Provide Policy Holder with the current status of a Claim.

Schedule Appointment

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

Member After hours Support

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

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

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

Brand-to-generic conversion

Support for education and brand to generic fill conversion

Medication refills and reminders

Sharing of medication refills and reminders with ability to capture and overcome reasons for non adherence

Member after hours support

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

Site of care guidance (wayfinding)

Support for appropriate site of care with appointment setting

Email Triage

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

Renewal education and reminders

Support for member retention with renewal education and reminders

Vaccination reminders, education, appointment scheduling, and paperwork

New member welcome

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

Shipping status updates

Shipment status updates

Benefits Education

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

Certificate of Insurance (COI)

Respond to Policy Holder requests for copies of Certificate of Insurance (COI) with secure delivery of documents.

Digital consent

Ability for members to opt in to digital communications

Policy Review (KYC)

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

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

Overview of pharmacy supports and services

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

Follow-up appointment scheduling

Patient appointment setting support with reminders and ability to reschedule

Medication adherence

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

HIPAA Release

Securely upload a signed HIPAA release form from the Claimant.

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.

Digital ID Card

Securely deliver a digital copy of Member's Insurance ID Card upon request.

Policy Renewal

Guide the Policy Holder through renewing their policy.

Redetermination journey support (Medicaid)

Support for member retention with ongoing redetermination process education, support and services - until redetermination is complete

Shopper plan compare support

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

Prior authorization education and updates for transparency

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

Brand-to-generic conversion

Support for education and brand to generic fill conversion

Proactive member out of pocket notifications

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

Claim Status

Provide Member with the current status of a Claim.

Payment Status

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

Cardiac Disease care management and navigation

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

Overview of PBM supports and services

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

Shipping status updates

Shipment status updates

Medication adherence

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

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)

New member welcome

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

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.

Make Payment

Securely accept full or partial payment of outstanding installment amount.

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 to other clinical staff member

Click-to-call or chat to speak to other clinical staff member when needed

Extraction (Vision)

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

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

Payment Status

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

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.

Medication reconciliation

Education and scheduling of Medication Reconciliation appointments

Live Member Service chats and warm call transfers

Ability for service representatives to chat within Ushur journeys, and to warm call transfer to them

Bill pay - payment capture

Bill delivery with safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing

Chronic Condition care gap closure

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

Benefit awareness and literacy

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

Clinical guideline requests and inquiries

Ability for providers to request clinical guidelines

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.

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

Workplace Accommodations

Educate the Member on available workplace acommodations, reduced hours, and reassignment programs available through their employer.

First Notice of Injury

Guide the Claimant through reporting an injury and filing a Claim.

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

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

Chronic Condition care gap closure

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

Follow-up appointment scheduling

Patient appointment setting support with reminders and ability to reschedule

Update Beneficiaries

Update Beneficiaries and respond to major life events to ensure Policy Holder's benefits are paid to intended individuals.

Pre visit preparation instructions

Sharing of pre visit preparation instructions with ability to automate answers to inquiries

Medication reconciliation

Education and scheduling of Medication Reconciliation appointments

Digital consent

Ability for members to opt in to digital communications

Profile Updates

Update Policy Holder information and contact preferences.

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 capture

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

Issues and Complaints

Proactively detect issues and escalate them as tickets to reduce complaints and improve satisfaction.

Prior Authorization transparency support

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

Prior authorization communications and intake

Ability for providers and pharmacies to perform prior authorization inquiries, submit forms and information, and receive status updates

Balance Inquiry

Provide Borrower with details of the current balance on their account.

Extraction (Basic Life)

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

SDOH Resources (transportation, food)

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

Chronic condition care navigation

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

Fall prevention education and action

Education and connectivity to support resources for fall prevention (movement, home safety...)

Schedule Appointment

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

Community meeting invitations

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

Care plan adherence

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

Hospital discharge support

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

Member information updates (i.e. add dependant)

Collection of member information updates such as adding dependants, changing address, etc

Enrollment in mail order program and Rx transfers

Education on benefits of mail order delivery and Rx transfer support

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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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