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.
Weight loss support
Support for eating well, exercising as well as weight loss medications like GLP1
SCRA Protection
Securely collect proof of Active Duty Servicemembers in order to trigger financial protections.
Preventative wellness actions and care gap closure
Education, navigation support and appointment setting for any preventative wellness care gap (immunizations, cancer screenings)
Appointment setting for preventive care screenings and visits
Proactive provider appointment reminders with the ability to reschedule rather than no show (any provider type)
Shipping status updates
Shipment status updates
Cost transparency (Good Faith Estimate)
Providing out of pocket cost transparency via Good Faith Estimates
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.
Claim Status
Provide Member with the current status of a Claim.
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
Claim Status
Provide Policy Holder with the current status of a Claim.
Ongoing website, portal, & app adoption and utilization
Support for member ongoing utilization of website, traditional apps and portals
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Employer Onboarding
Guide the Broker / Employer through the information required from them to onboard them into the Carrier's core systems.
SDOH Resources (transportation, food)
Support for understanding and accessing SDOH resources such as nutrition, transportation
Click-to-call or chat to speak with Care Manager
Click-to-call or chat to speak to Care Manager / Navigator when needed
Trailing Documents
Remind and support Applicant in securely uploading required supporting documents post Application.
SDOH Resources (transportation, food)
Support for understanding and accessing SDOH resources such as nutrition, transportation
Member warm welcome benefits education and literacy
Member welcome notifications that educate on plan benefits, deliver digital ID cards
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
Profile Updates
Update Member information and contact preferences.
Address Verification
Remind and support Borrower in securely verifying address and contact information during KYC Reviews.
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
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
Adult Preventative Wellness
Ongong adult preventative wellness education, appointment setting and other actions
Find a Provider
Patient support in finding in network doctors (of any type) that best fit their needs
Payment Status
Provide Policy Holder with the current status of a payment on a Claim.
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
Digital consent
Ability for members to opt in to digital communications
Provider appointment setting and reminders
Patient appointment setting support with reminders and ability to reschedule
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
Persistency of Benefits
Collect Member's bank details and payment information to ensure that Group Insurance coverage transitions to Individual coverage after employment ends.
Clinical guideline requests and inquiries
Ability for providers to request clinical guidelines
Provider after hours support
Accurate, secure and compliant AI Agent provider inquiry and task completion support 24x7
Product Comparison
Support for Applicants to find Lending options that best fits their needs.
Sales appointment setting and reminders
Member appointment setting with service or sales agents in support of their buying process
Trailing Documents
Remind and support Applicant in securely uploading required supporting documents post Application.
Supporting Documents
Remind and support Member in securely uploading required supporting documents for a Claim.
Payment Status
Provide Borrower with the current status of a payment made to their account.
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Digital ID Card
Securely deliver a digital copy of Policy Holder's Insurance ID Card upon request.
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
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
Eligibility & benefits verification
Ability for providers and pharmacies to perform eligibilty and benefits verification at the member level
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.
Preventative Wellness Care Gap Closure
Education, navigation support and appointment setting for any preventative wellness care gap (immunizations, cancer screenings)
Medication refills and reminders
Sharing of medication refills and reminders with ability to capture and overcome reasons for non adherence
ER avoidance
Education on when to use sites of care that are alternatives to the ER (telehealth, urgent care)
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
Digital Consent
Ability for Borrowers to opt in to digital communications.
Pre visit preparation instructions
Sharing of pre visit preparation instructions with ability to automate answers to inquiries
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Social Determinant of Health SDOH surveys
Social Determinant of Health SDOH survey completion with feeds to core systems for follow-up
Pediatric Preventative Wellness
Ongoing pediatric preventative wellness education, appointment setting and other actions
Extraction (Voluntary Life)
Extract Voluntary Life related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Certificate of Insurance (COI)
Respond to Policy Holder requests for copies of Certificate of Insurance (COI) with secure delivery of documents.
Click-to-call or chat to speak to pharmacy staff member
Click-to-call or chat to speak to pharmacy staff member when needed
Profile Updates
Update Borrower information and contact preferences.
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
Extraction (Vision)
Extract Vision 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.
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.
Refill reminders and ordering facilitation
Refill reminders and ordering facilitation (including payment capture)
First Notice of Loss (FNOL)
Guide the Policy Holder through reporting a loss and filing a Claim.
KYC Supporting Documents
Remind and support borrower in securely uploading required supporting KYC documents during Onboarding.
Prior authorization education and updates for transparency
Ability for patients to receive push notices for, or make inquiries about, prior authorization status
Policy Renewal
Guide the Policy Holder through renewing their policy.
Enrollment in mail order program and Rx transfers
Education on benefits of mail order delivery and Rx transfer support
Vaccination outreach and scheduling
Education and appointment setting support for Vaccination with appointment reminders and reschedules
Shipping status updates
Shipment status updates
Product Comparison
Support Applicants in finding Insurance Plan options that best fit their needs.
Care education (preventative care)
Notifications to educate on the importance of adult and pediatric preventative care, related appointment setting
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
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Make Payment
Securely accept full or partial payment of outstanding installment amount.
Prior authorization education and updates for transparency
Ability for patients to receive push notices for, or make inquiries about, prior authorization status
Follow-up appointment scheduling
Patient appointment setting support with 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)
Explanation of Benefits (EOB) notices and education
Education and notices on Explanation of Benefits (EOB)
Proactive member out of pocket notifications
Proactive member out of pocket notifications – with support for “price shocks”
Cost transparency and cost relief
Education on cost tranparency and cost relief options
Eligibility and Out of Pocket Cost (OOP) verification
Ability for members to inquire about eligibility and verify out of pocket costs
Community meeting invitations
Proactive invitations and RSVPs for community events and meetings (virtual and in person)
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.
Prior authorization communications and intake
Ability for providers and pharmacies to perform prior authorization inquiries, submit forms and information, and receive status updates
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
Profile Updates
Update Policy Holder information and contact preferences.
Plan Design
Triage inbound RFP emails to identify key attributes regarding Broker, Employer, Quote, and requested Products and automate case setup in Quoting and Underwriting systems.
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Proactive Rx status notifications
Proactive Rx status notifications (fill status, issues like prior auth)
Overview of PBM supports and services
Overview of PBM support and services and population health and quality programs
Transition of Care Support Readmission Avoidance
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
New member welcome
New member welcome, overview of PBM supports and services, info gathering / sharing (including insurance ID card capture)
Product Comparison
Support for Applicants to find Insurance Plan options that best fit their needs.
Policy Review (KYC)
Remind and support Member in securely uploading required supporting KYC documents during Policy Review.
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
New patient welcome and information gathering
Patient education on provider and information and documentation completion
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.
