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

Support for shipping / delivery issues, returns and reshipment

Support for shipping / delivery issues, returns and reshipment

Update Beneficiaries

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

Member contact information collection / updates

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

Cost transparency and cost relief

Education on cost tranparency and cost relief options

Digital Consent

Ability for Policy Holders to opt in to digital communications.

Retail-to-mail conversion

Support for education and retail-to-mail conversion

Extraction (Dental)

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

Patient questionnaire automation

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

Prior Authorization transparency support

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

Member information updates (i.e. add dependant)

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

Schedule Appointment

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

SDOH Resources (transportation, food)

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

Product Comparison

Support for Applicants to find Lending options that best fits their needs.

Prior authorization communications and intake

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

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)

Extraction (Hospital Indemnity)

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

Weight loss support

Support for eating well, exercising as well as weight loss medications like GLP1

Extraction (Voluntary Life)

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

Member information updates

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

Payoff Request

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

Eligibility & benefits verification

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

Workplace Accommodations

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

Proactive Rx status notifications

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

Community meeting invitations

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

Adult Preventative Wellness

Ongong adult preventative wellness education, appointment setting and other actions

Claim status, adjudication and payment updates

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

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

Prior authorization education and updates for transparency

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

Payment Status

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

Trailing Documents

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

Policy Review (KYC)

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

Chronic Condition care gap closure

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

SDOH Resources (transportation, food)

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

Post-discharge information / education

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

Policy Renewal

Guide the Policy Holder through renewing their policy.

Premium Payment

Securely accept full or partial payment of outstanding premium amount.

Cancer Screening outreach and scheduling

Education and appointment setting support for Cancer Screening with appointment reminders and reschedules

Enrollment in mail order program and Rx transfers

Education on benefits of mail order delivery and Rx transfer support

Site of care guidance (wayfinding)

Support for appropriate site of care with appointment setting

Extraction (Vision)

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

Musculoskeletal (MSK) care management and navigation

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

Digital ID Card

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

Prior Authorization transparency support

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

Chronic Condition care gap closure

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

Care plan adherence

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

Vaccination reminders, education, appointment scheduling, and paperwork

Care appointment reminders

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

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

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

Member after hours support

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

Confirmation of medication, immunization, DME orders / refills

Confirmation of medication, immunization, DME orders / refills

Revenue cycle support - payment collection / auto-pay

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

Health Risk Assessment HRA surveys

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

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.

Traditional app and portal registration support

Support for member app download and app and portal initial registration

Profile Updates

Update Member information and contact preferences.

Care Management connectivity

Notifications to educate on the importance of Care Management and set appointments

Transition of Care Support Readmission Avoidance

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

Policy Review (KYC)

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

Retail-to-mail conversion

Support for education and retail-to-mail conversion

Appointment scheduling, reminders and rescheduling

Support for finding an in network provider and setting appointment via click-to-call or scheduling system integration

Profile Updates

Update Borrower information and contact preferences.

Persistency of Benefits

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

Certificate of Insurance (COI)

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

New member welcome

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

Trailing Documents

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

Chronic Condition care gap closure

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

Live Member Service chats and warm call transfers

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

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

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.

Schedule and prep instructions for PT / OT / other visits

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

Provider appointment setting and reminders

Patient appointment setting support with reminders and ability to reschedule

Medication reconciliation

Education and scheduling of Medication Reconciliation appointments

Sales appointment setting and reminders

Member appointment setting with service or sales agents in support of their buying process

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

Claim Status

Provide Member with the current status of a Claim.

Preventative Wellness Care Gap Closure

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

Notification of lab and test results

Sharing of lab tests and results

Find a Provider

Patient support in finding in network doctors (of any type) that best fit their needs

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

First Notice of Loss

Guide the Claimant through the process of reporting the death of a Policy Holder and filing a Claim.

First Notice of Injury

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

Follow-up appointment scheduling

Patient appointment setting support with reminders and ability to reschedule

Chronic condition care navigation

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

Provider roster directory updates

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

Experience and Net Promoter Score (NPS) surveys

Surveying capability for experiences and NPS scoring

Extraction (Basic Life)

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

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

Benefits Education

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

Extraction (Critical Illness)

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

Timely notifications to meet regulatory requirements

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

Shopper plan compare support

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

Explanation of Benefits (EOB) notices and education

Education and notices on Explanation of Benefits (EOB)

Follow-up appointment scheduling

Patient appointment setting support with reminders and ability to reschedule

Maternal health navigation

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

Redetermination journey support (Medicaid)

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

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.

Schedule Appointment

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

Product Comparison

Support Applicants in finding Insurance Plan options that best fit their needs.

Member warm welcome benefits education and literacy

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

Cost transparency (Good Faith Estimate)

Providing out of pocket cost transparency via Good Faith Estimates

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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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