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.
Pediatric Preventative Wellness
Ongoing pediatric preventative wellness education, appointment setting and other actions
Care Management connectivity
Notifications to educate on the importance of Care Management and set appointments
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
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
Post-discharge information / education
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Patient questionnaire automation
Capture of patient information updates and support for review and e-signature for new patient paperwork
First Notice of Injury
Guide the Claimant through reporting an injury and filing a Claim.
Notification of lab and test results
Sharing of lab tests and results
Cost transparency and cost relief
Education on cost tranparency and cost relief options
Behavioral Health care management and navigation
Year-round support for members with Behavioral Health conditions - including education, wellness, care gap closure, appointment setting
Grievance filing and updates
Ability for members to understand and file Grievances, and receive status updates
Shipping status updates
Shipment status updates
Member warm welcome benefits education and literacy
Member welcome notifications that educate on plan benefits, deliver digital ID cards
Balance Inquiry
Provide Borrower with details of the current balance on their account.
Confirmation of medication, immunization, DME orders / refills
Confirmation of medication, immunization, DME orders / refills
Support for shipping / delivery issues, returns and reshipment
Support for shipping / delivery issues, returns and reshipment
Traditional app and portal registration support
Support for member app download and app and portal initial registration
Care appointment reminders
Proactive care and provider appointment reminders with the ability to reschedule rather than no show (any provider type)
Annual Wellness Visit (AWV) outreach and scheduling
Education and appointment setting support for Annual Wellness Visits (AWV) with appointment reminders and reschedules
Claim Status
Provide Member with the current status of a Claim.
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
Digital ID Card
Securely deliver a digital copy of Member's Insurance ID Card upon request.
Policyholder After hours Support
Accurate, secure and compliant AI Agent Policy Holder inquiry and task completion support 24x7
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 other clinical staff member
Click-to-call or chat to speak to other clinical staff member when needed
Post-visit check-in and follow-up details / instructions
Sharing of pre visit instructions with ability to automate answers to inquiries
Overview of PBM supports and services
Overview of PBM support and services and population health and quality programs
Follow-up appointment scheduling
Patient appointment setting support with reminders and ability to reschedule
Cost transparency and cost relief
Education on cost tranparency and cost relief options
Extraction (Critical Illness)
Extract Critical Illness related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Member contact information collection / updates
Collection of cross-channel member contact information to support better communications
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Proactive Rx status notifications
Proactive Rx status notifications (fill status, issues like prior auth)
Medication refills and reminders
Sharing of medication refills and reminders with ability to capture and overcome reasons for non adherence
Ongoing website, portal, & app adoption and utilization
Support for member ongoing utilization of website, traditional apps and portals
90-day fill conversion
Support for education and 90-day fill conversion
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Digital Consent
Ability for Borrowers to opt in to digital communications.
Census Transformation
Identify Census files in an inbound RFP and Transform the file to the standard format required by the Carrier and identify any issues.
Shipping status updates
Shipment status updates
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
Provider roster directory updates
Ability for any provider to update their roster information for provider directory accuracy
Digital ID Card
Securely deliver a digital copy of Policy Holder's Insurance ID Card upon request.
Patient after hours support
Accurate, secure and compliant AI Agent patient inquiry and task completion support 24x7
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
Proactive Rx status notifications
Proactive Rx status notifications (fill status, issues like prior auth)
ER avoidance
Education on when to use sites of care that are alternatives to the ER (telehealth, urgent care)
Policy Review (KYC)
Remind and support Policy Holder in securely uploading required supporting KYC documents during Policy Review.
Medication reconciliation appointment setting
Education and scheduling of Medication Reconciliation
ER avoidance
Education on when to use sites of care that are alternatives to the ER (telehealth, urgent care)
Overview of pharmacy supports and services
Overview of pharmacy support and services and population health and quality programs
Address Verification
Remind and support Borrower in securely verifying address and contact information during KYC Reviews.
First Notice of Loss (FNOL)
Guide the Policy Holder through reporting a loss and filing a Claim.
Policy Cancellation
Guide the Policy Holder through cancelling their policy.
Schedule and prep instructions for PT / OT / other visits
Patient appointment setting support with visit prep instructions, reminders and ability to reschedule
Member information updates (i.e. add dependant)
Collection of member information updates such as adding dependants, changing address, etc
90-day fill conversion
Support for education and 90-day fill conversion
Appointment setting for preventive care screenings and visits
Proactive provider appointment reminders with the ability to reschedule rather than no show (any provider type)
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
Transition of Care Support Readmission Avoidance
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Persistency of Benefits
Collect Member's bank details and payment information to ensure that Group Insurance coverage transitions to Individual coverage after employment ends.
Waitlisting
Proactive notifications of appointment availability for patients on wait lists
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Brand-to-generic conversion
Support for education and brand to generic fill conversion
Extraction (Basic Life)
Extract Basic Life 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)
Adult preventative wellness
Ongong adult preventative wellness education, appointment setting and other actions
HIPAA Release
Securely upload a signed HIPAA release form from the Claimant.
Timely notifications to meet regulatory requirements
Ability to send notifications to members more timely to meet regulatory timing requirements
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)
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Appointment scheduling, reminders and rescheduling
Support for finding an in network provider and setting appointment via click-to-call or scheduling system integration
Benefits Education
Answer policy holder questions on Plan benefits, coverage, and eligibility.
Policy Review (KYC)
Remind and support Member in securely uploading required supporting KYC documents during Policy Review.
Adult Preventative Wellness
Ongong adult preventative wellness education, appointment setting and other actions
Delivery Confirmation
Collect detailed delivery information, hospital discharge summaries from the Claimant to trigger benefits.
Redetermination journey support (Medicaid)
Support for member retention with ongoing redetermination process education, support and services - until redetermination is complete
Digital consent
Ability for members to opt in to digital communications
Click-to-call or chat to speak to pharmacy staff member
Click-to-call or chat to speak to pharmacy staff member when needed
SDOH Resources (transportation, food)
Support for understanding and accessing SDOH resources such as nutrition, transportation
Appeal filing and updates
Ability for members to understand and file Appeals, and receive status updates
Workplace Accommodations
Educate the Member on available workplace acommodations, reduced hours, and reassignment programs available through their employer.
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 Kidney Disease CKD care management and navigation
Year-round support for members with Chronic Kidney Disease - including education, wellness, care gap closure, appointment setting
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)
Premium Payment
Securely accept full or partial payment of outstanding premium amount.
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.
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.
SCRA Protection
Securely collect proof of Active Duty Servicemembers in order to trigger financial protections.
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Prior authorization education and updates for transparency
Ability for patients to receive push notices for, or make inquiries about, prior authorization status
Extraction (Voluntary Life)
Extract Voluntary Life related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Co-payment collection
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Find a Provider
Patient support in finding in network doctors (of any type) that best fit their needs
Disaster Preparedness
Proactively reach out to Policy Holders prior to a disaster, such as storm, wildfire, or flood and educate them on preparedness.
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.




















