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.

Benefitfocus

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

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

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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.

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