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)

Community meeting invitations

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

Digital Consent

Ability for Members to opt in to digital communications.

Adult Preventative Wellness

Ongong adult preventative wellness education, appointment setting and other actions

Loan Modification

Proactively reach out to delinquent Borrowers to educate them on eligible Loan Modification options available and support their decision.

Review and e-sign new patient paperwork

Support for review and e-signature for new patient paperwork

Appointment scheduling, reminders and rescheduling

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

Prior authorization education and updates for transparency

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

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

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

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

Diabetes care management and navigation

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

Policy Reinstatement

Guide the Policy Holder through re-instating a lapsed policy.

Notification of lab and test results

Sharing of lab tests and results

Waitlisting

Proactive notifications of appointment availability for patients on wait lists

HIPAA Release

Securely upload a signed HIPAA release form from the Claimant.

Member after hours support

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

Preventative wellness

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

Vaccination outreach and scheduling

Education and appointment setting support for Vaccination with appointment reminders and reschedules

Member contact information collection / updates

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

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

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.

Medication adherence:

Understand root causes of medication non-adherence and overcome them

Schedule and prep instructions for PT / OT / other visits

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

Benefits Education

Answer policy holder questions on Plan benefits, coverage, and eligibility.

Bill pay - payment capture

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

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.

Member information updates (i.e. add dependant)

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

Provider credentialing with Plan

Support for provider credentialing information submission and status updates

Post-discharge information / education

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

Chronic Condition care gap closure

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

Email Triage

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

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.

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

Health Risk Assessment HRA surveys

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

First Notice of Loss

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

Digital ID Card

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

Support for shipping / delivery issues, returns and reshipment

Support for shipping / delivery issues, returns and reshipment

Profile Updates

Update Borrower information and contact preferences.

Premium Payment

Securely accept full or partial payment of outstanding premium amount.

Payment Status

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

Member warm welcome benefits education and literacy

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

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

Delivery Confirmation

Collect detailed delivery information, hospital discharge summaries from the Claimant to trigger benefits.

Chronic Condition care gap closure

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

Chronic Condition care gap closure

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

Extraction (Critical Illness)

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

Endorsements and Riders

Guide the Policy Holder through amending, adding, and removing lines of coverage to their existing policy.

Eligibility & benefits verification

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

Care appointment reminders

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

Product Comparison

Support for Applicants to find Insurance Plan options that best fit their needs.

Shipping status updates

Shipment status updates

Financial Health Education

Support Borrowers with advice, reminders, and empathy to guide them towards financially healthy payment behavior.

Prior Authorization transparency support

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

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.

Adult preventative wellness

Ongong adult preventative wellness education, appointment setting and other actions

Policy Review (KYC)

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

Proactive member out of pocket notifications

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

SDOH Resources (transportation, food)

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

Digital ID card delivery

Delivery of member ID cards digitally

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

Shopper plan compare support

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

Transition of Care Support Readmission Avoidance

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

Digital Consent

Ability for Policy Holders to opt in to digital communications.

Cost transparency (Good Faith Estimate)

Providing out of pocket cost transparency via Good Faith Estimates

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.

Sales appointment setting and reminders

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

Vaccination reminders, education, appointment scheduling, and paperwork

Patient after hours support

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

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

ER avoidance

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

Appointment reminder and rescheduling

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

Supporting Documents

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

Payment capture

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

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

Extraction (Vision)

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

Make Payment

Securely accept full or partial payment of outstanding installment amount.

Medication adherence

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

Digital ID Card

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

Member contact information collection / updates

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

Appointment scheduling, reminders and rescheduling (any provider type)

Patient appointment setting support with reminders and ability to reschedule

Email Triage

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

Medication adherence

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

Debt Management Plan

Proactively reach out to delinquent Borrowers to educate them on eligible Debt Management Plan options available and support their decision.

Issues and Complaints

Proactively detect issues and escalate them as tickets to reduce complaints and improve satisfaction.

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

Support for shipping / delivery issues, returns and reshipment

Support for shipping / delivery issues, returns and reshipment

Schedule Appointment

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

Medication reconciliation

Education and scheduling of Medication Reconciliation appointments

New member welcome

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

Brand-to-generic conversion

Support for education and brand to generic fill conversion

Shipping status updates

Shipment status updates

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

Ongoing website, portal, & app adoption and utilization

Support for member ongoing utilization of website, traditional apps and portals

Prior authorization communications and intake

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

Product Comparison

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

Workplace Accommodations

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

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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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