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

Appointment setting for preventive care screenings and visits

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

Pediatric preventative wellness

Ongoing pediatric preventative wellness education, appointment setting and other actions

Cost transparency and cost relief

Education on cost tranparency and cost relief options

Extraction (Dental)

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

Supporting Documents

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

Prior Authorization transparency support

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

SCRA Protection

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

Disaster Preparedness

Proactively reach out to Policy Holders prior to a disaster, such as storm, wildfire, or flood and educate them on preparedness.

Chronic Condition care gap closure

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

Bill pay - payment capture

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

Proactive Rx status notifications

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

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

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

Payoff Request

Guide Borrower through requesting an official Payoff Letter for their loan.

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

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

Community meeting invitations

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

Member ID card and driver's license digital collection

Safe and secure collection of member ID card(s), driver's license images

Surgery Confirmation

Collect detailed surgical information, including operative reports, discharge summaries, and post-operative recovery plans from the Claimant.

Digital consent

Ability for members to opt in to digital communications

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

Patient after hours support

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

Medication reconciliation

Education and scheduling of Medication Reconciliation appointments

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)

Trailing Documents

Remind and support Applicant in securely uploading required supporting documents post Application.

First Notice of Injury

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

Refill reminders and ordering facilitation

Refill reminders and ordering facilitation (including payment capture)

Benefits Education

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

90-day fill conversion

Support for education and 90-day fill conversion

Digital Consent

Ability for Borrowers to opt in to digital communications.

Extraction (Critical Illness)

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

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

Overview of pharmacy supports and services

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

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)

Brand-to-generic conversion

Support for education and brand to generic fill conversion

Refill reminders and ordering facilitation

Refill reminders and ordering facilitation (including payment capture)

Medication (Rx) reconciliation

Education and scheduling of Medication Reconciliation

Profile Updates

Update Member information and contact preferences.

Premium Payment

Securely accept full or partial payment of outstanding premium amount.

Prior Authorization transparency support

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

Patient after hours support

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

Traditional app and portal registration support

Support for member app download and app and portal initial registration

Certificate of Insurance (COI)

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

Endorsements and Riders

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

Payment capture

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

New patient welcome and information gathering

Patient education on provider and information and documentation completion

Transition of care support

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

Update Beneficiaries

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

Preventative Wellness Care Gap Closure

Education, navigation support and appointment setting for any preventative wellness care gap (immunizations, cancer screenings)

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.

Cost transparency and cost relief

Education on cost tranparency and cost relief options

Policy Renewal

Guide the Policy Holder through renewing their policy.

90-day fill conversion

Support for education and 90-day fill conversion

Digital consent

Ability for members to opt in to digital communications

Renewal education and reminders

Support for member retention with renewal education and reminders

Provider roster directory updates

Ability for any provider to update their roster information for provider directory accuracy

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.

Post-discharge information / education

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

KYC Supporting Documents

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

Workplace Accommodations

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

Member information updates (i.e. add dependant)

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

Follow-up appointment scheduling

Patient appointment setting support with reminders and ability to reschedule

Employer Onboarding

Guide the Broker / Employer through the information required from them to onboard them into the Carrier's core systems.

Pediatric Preventative Wellness

Ongoing pediatric preventative wellness education, appointment setting and other actions

Respiratory Care care management and navigation (COPD, Asthma)

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

Adult Preventative Wellness

Ongong adult preventative wellness education, appointment setting and other actions

Address Verification

Remind and support Borrower in securely verifying address and contact information during KYC Reviews.

Pre visit preparation instructions

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

Claim Status

Provide Member with the current status of a Claim.

Proactive member out of pocket notifications

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

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

Medication reconciliation

Education and scheduling of Medication Reconciliation appointments

Ongoing website, portal, & app adoption and utilization

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

Retail-to-mail conversion

Support for education and retail-to-mail conversion

Medication refills and reminders

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

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.

Schedule and prep instructions for PT / OT / other visits

Patient appointment setting support with visit prep instructions, reminders and ability to reschedule

New member welcome

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

Diabetes care management and navigation

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

Co-payment collection

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

Medication reconciliation

Education and scheduling of Medication Reconciliation appointments

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

Vaccination outreach and scheduling

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

Financial Health Education

Support Borrowers with advice, reminders, and empathy to guide them towards financially healthy payment behavior.

Profile Updates

Update Borrower information and contact preferences.

Care education (chronic condition management)

Notifications to educate on the importance of chronic condition management, related appointment setting

Timely notifications to meet regulatory requirements

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

Live Member Service chats and warm call transfers

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

Prior Authorization transparency support

Ability for members 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.

Issues and Complaints

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

Shopper plan compare support

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

Medication adherence

Understand root causes of medication non-adherence and overcome them

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

Care education (preventative care)

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

Borrower After hours Support

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

Enrollment in mail order program and Rx transfers

Education on benefits of mail order delivery and Rx transfer support

Chronic condition care navigation

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

Member contact information collection / updates

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

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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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