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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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

Musculoskeletal (MSK) care management and navigation

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

Eligibility of Insurability (EOI)

Guide the new Member through a dynamic set of questions to determine their eligibiity for Insurance.

Medication reconciliation appointment setting

Education and scheduling of Medication Reconciliation

Policy Renewal

Guide the Policy Holder through renewing their policy.

Clinical guideline requests and inquiries

Ability for providers to request clinical guidelines

ER avoidance

Education on when to use sites of care that are alternatives to the ER (telehealth, urgent care)

Schedule Appointment

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

Explanation of Benefits (EOB) notices and education

Education and notices on Explanation of Benefits (EOB)

First Notice of Loss

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

Retail, mail order, 90-day medication refills

Support medication adherence with retail, mail order and 90-day refill request support

Trailing Documents

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

Retail-to-mail conversion

Support for education and retail-to-mail conversion

Review and e-sign new patient paperwork

Support for review and e-signature for new patient paperwork

Shopper plan compare support

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

Grievance filing and updates

Ability for members to understand and file Grievances, and receive status updates

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.

Product Comparison

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

Surgery Confirmation

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

Supporting Documents

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

Appointment setting for preventive care screenings and visits

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

Appointment scheduling, reminders and rescheduling (any provider type)

Patient appointment setting support with reminders and ability to reschedule

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.

Enrollment in mail order program and Rx transfers

Education on benefits of mail order delivery and Rx transfer support

Chronic Condition care gap closure

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

Patient questionnaire automation

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

Schedule Appointment

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

Address Verification

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

Adult preventative wellness

Ongong adult preventative wellness education, appointment setting and other actions

Proactive member out of pocket notifications

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

Brand-to-generic conversion

Support for education and brand to generic fill conversion

Provider credentialing with Plan

Support for provider credentialing information submission and status updates

Claims status

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

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.

Renewal education and reminders

Support for member retention with renewal education and reminders

HIPAA Release

Securely upload a signed HIPAA release form from the Claimant.

Profile Updates

Update Member information and contact preferences.

Post-visit check-in and follow-up details / instructions

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

Digital Consent

Ability for Members to opt in to digital communications.

Trailing Documents

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

Digital consent

Ability for members 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

Medication reconciliation

Education and scheduling of Medication Reconciliation appointments

Support for shipping / delivery issues, returns and reshipment

Support for shipping / delivery issues, returns and reshipment

Member contact information collection / updates

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

Digital ID Card

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

Behavioral Health care management and navigation

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

Profile Updates

Update Borrower information and contact preferences.

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.

Claim Status

Provide Member with the current status of a Claim.

Medication reconciliation

Education and scheduling of Medication Reconciliation appointments

Payment Status

Provide Borrower with the current status of a payment made to their account.

Medication adherence

Medication Adherence (overcome barriers - cost, transportation, adverse effects)

Vaccination reminders, education, appointment scheduling, and paperwork

Appointment scheduling, reminders and rescheduling

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

Member ID card and driver's license digital collection

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

Member after hours support

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

Cardiac Disease care management and navigation

Year-round support for members with Cardiac 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)

Benefit awareness and literacy

Support for member education on benefits and how to utilize them throughout the plan year

Member information updates (i.e. add dependant)

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

Payoff Request

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

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

Co-payment collection

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

Care appointment reminders

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

Payment Status

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

Preventative wellness

Education and appointment setting for preventative wellness medications, immunizations and tests

Appointment reminder and rescheduling

Member appointment reminders for care management, provider appointments (any type), home health visits and more

Paperless Statements

Ability for Borrowers to opt in to digital delivery of Statements.

90-day fill conversion

Support for education and 90-day fill conversion

Claim Status

Provide Policy Holder with the current status of a Claim.

Premium Payment

Securely accept full or partial payment of outstanding premium amount.

Live Member Service chats and warm call transfers

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

Confirmation of medication, immunization, DME orders / refills

Confirmation of medication, immunization, DME orders / refills

Care plan adherence

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

Member information updates

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

Email Triage

Automatically triage incoming servicing emails to identify intent and respond to service requests.

Patient after hours support

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

Social Determinant of Health SDOH surveys

Social Determinant of Health SDOH survey completion with feeds to core systems for follow-up

Shipping status updates

Shipment status updates

First Notice of Loss (FNOL)

Guide the Policy Holder through reporting a loss and filing a Claim.

Community meeting invitations

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

90-day fill conversion

Support for education and 90-day fill conversion

Timely notifications to meet regulatory requirements

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

Medication adherence:

Understand root causes of medication non-adherence and overcome them

Pre visit preparation instructions

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

Proactive Rx status notifications

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

SCRA Protection

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

Hospital discharge support

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

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

Schedule and prep instructions for PT / OT / other visits

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

Transition of Care Support Readmission Avoidance

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

Redetermination journey support (Medicaid)

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

Provider appointment setting and reminders

Patient appointment setting support with reminders and ability to reschedule

Extraction (Critical Illness)

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

Diabetes care management and navigation

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

Shipping status updates

Shipment status updates

Follow-up appointment scheduling

Patient appointment setting support with reminders and ability to reschedule

SDOH Resources (transportation, food)

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

Payment capture

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

Schedule Appointment

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

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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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