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.
Refill reminders and ordering facilitation
Refill reminders and ordering facilitation (including payment capture)
Live Member Service chats and warm call transfers
Ability for service representatives to chat within Ushur journeys, and to warm call transfer to them
New member welcome
New member welcome, overview of PBM supports and services, info gathering / sharing (including insurance ID card capture)
Premium Payment
Securely accept full or partial payment of outstanding premium amount.
Digital ID Card
Securely deliver a digital copy of Policy Holder's Insurance ID Card upon request.
Policy Reinstatement
Guide the Policy Holder through re-instating a lapsed policy.
Pediatric preventative wellness
Ongoing pediatric preventative wellness education, appointment setting and other actions
Member contact information collection / updates
Collection of cross-channel member contact information to support better communications
Preventative Wellness Care Gap Closure
Education, navigation support and appointment setting for any preventative wellness care gap (immunizations, cancer screenings)
Member after hours support
Accurate, secure and compliant AI Agent 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
Policy Cancellation
Guide the Policy Holder through cancelling their policy.
Confirmation of medication, immunization, DME orders / refills
Confirmation of medication, immunization, DME orders / refills
Notification of lab and test results
Sharing of lab tests and results
Digital ID Card
Securely deliver a digital copy of Member's Insurance ID Card upon request.
Debt Management Plan
Proactively reach out to delinquent Borrowers to educate them on eligible Debt Management Plan options available and support their decision.
Diabetes care management and navigation
Year-round support for diabetic members including education, wellness, care gap closure, appointment setting
Profile Updates
Update Borrower information and contact preferences.
Sales appointment setting and reminders
Member appointment setting with service or sales agents in support of their buying process
Social Determinant of Health SDOH surveys
Social Determinant of Health SDOH survey completion with feeds to core systems for follow-up
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Adult preventative wellness
Ongong adult preventative wellness education, appointment setting and other actions
Brand-to-generic conversion
Support for education and brand to generic fill conversion
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Surgery Confirmation
Collect detailed surgical information, including operative reports, discharge summaries, and post-operative recovery plans from the Claimant.
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
Site of care guidance (wayfinding)
Support for appropriate site of care with appointment setting
Benefits Education
Answer policy holder questions on Plan benefits, coverage, and eligibility.
Digital Consent
Ability for Members to opt in to digital communications.
Proactive member out of pocket notifications
Proactive member out of pocket notifications – with support for “price shocks”
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.
Traditional app and portal registration support
Support for member app download and app and portal initial registration
Financial Health Education
Support Borrowers with advice, reminders, and empathy to guide them towards financially healthy payment behavior.
Health Risk Assessment HRA surveys
Full Health Risk / Needs Survey completion with feeds to core systems for follow-up
Annual Wellness Visit (AWV) outreach and scheduling
Education and appointment setting support for Annual Wellness Visits (AWV) with appointment reminders and reschedules
Timely notifications to meet regulatory requirements
Ability to send notifications to members more timely to meet regulatory timing requirements
Profile Updates
Update Policy Holder information and contact preferences.
Extraction (Voluntary Life)
Extract Voluntary Life related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Appointment scheduling, reminders and rescheduling
Support for finding an in network provider and setting appointment via click-to-call or scheduling system integration
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
Shipping status updates
Shipment status updates
Claim Status
Provide Member with the current status of a Claim.
Payment capture
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Clinical guideline requests and inquiries
Ability for providers to request clinical guidelines
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Member information updates
Member information updates – including cross-channel contact details and change of insurance
Digital consent
Ability for members to opt in to digital communications
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
Adult Preventative Wellness
Ongong adult preventative wellness education, appointment setting and other actions
Pediatric Preventative Wellness
Ongoing pediatric preventative wellness education, appointment setting and other actions
Member After hours Support
Accurate, secure and compliant AI Member inquiry and task completion support 24x7
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
Benefit awareness and literacy
Support for member education on benefits and how to utilize them throughout the plan year
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.
Digital Consent
Ability for Borrowers to opt in to digital communications.
Prior authorization education and updates for transparency
Ability for patients to receive push notices for, or make inquiries about, prior authorization status
Product Comparison
Support for Applicants to find Lending options that best fits their needs.
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 pharmacy staff
Ability for pharma representatives to chat within Ushur journeys, and to warm call transfer to them
Sales appointment setting and reminders
Member appointment setting with service or sales agents in support of their buying process
Medication reconciliation
Education and scheduling of Medication Reconciliation appointments
Chronic condition care navigation
Education, care management, navigation support and appointment setting for any chronic condition (diabetes, CKD...)
Shipping status updates
Shipment status updates
Extraction (Critical Illness)
Extract Critical Illness related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Waitlisting
Proactive notifications of appointment availability for patients on wait lists
SDOH Resources (transportation, food)
Support for understanding and accessing SDOH resources such as nutrition, transportation
Care plan adherence
Notifications to educate on the importance of care plan adherence, related appointment setting
Return to Work
Confirm Claimant's Return to Work date as well as any supporting documentation from the doctor.
Prior authorization communications and intake
Ability for providers and pharmacies to perform prior authorization inquiries, submit forms and information, and receive status updates
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
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
Prior authorization education and updates for transparency
Ability for patients to receive push notices for, or make inquiries about, prior authorization status
Medication adherence
Understand root causes of medication non-adherence and overcome them
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
90-day fill conversion
Support for education and 90-day fill conversion
Find a Provider
Patient support in finding in network doctors (of any type) that best fit their needs
Proactive member out of pocket notifications
Proactive member out of pocket notifications – with support for “price shocks”
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
Appointment scheduling, reminders and rescheduling (any provider type)
Patient appointment setting support with reminders and ability to reschedule
Supporting Documents
Remind and support Member in securely uploading required supporting documents for a Claim.
Community meeting invitations
Proactive invitations and RSVPs for community events and meetings (virtual and in person)
Post-discharge information / education
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Cancer Screening outreach and scheduling
Education and appointment setting support for Cancer Screening with appointment reminders and reschedules
Overview of PBM supports and services
Overview of PBM support and services and population health and quality programs
Eligibility of Insurability (EOI)
Guide the new Member through a dynamic set of questions to determine their eligibiity for Insurance.
Policy Review (KYC)
Remind and support Member in securely uploading required supporting KYC documents during Policy Review.
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
Policyholder After hours Support
Accurate, secure and compliant AI Agent Policy Holder inquiry and task completion support 24x7
Benefits Education
Answer Member questions on Plan benefits, coverage, and eligibility.
90-day fill conversion
Support for education and 90-day fill conversion
Extraction (Dental)
Extract Dental related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
New member welcome
New member welcome, overview of PBM supports and services, info gathering / sharing (including insurance ID card capture)
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
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
Click-to-call or chat to speak to pharmacy staff member
Click-to-call or chat to speak to pharmacy staff member when needed
Update Beneficiaries
Update Beneficiaries and respond to major life events to ensure Member's benefits are paid to intended individuals.
Claims status
Ability for members to receive push notices for, or make inquiries about, claims status
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.




















