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

Debt Management Plan

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

Proactive member out of pocket notifications

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

Payment Status

Provide Policy Holder with the current status of a payment on a Claim.

Appointment reminder and rescheduling

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

Ongoing website, portal, & app adoption and utilization

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

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

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.

Patient questionnaire automation

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

Digital Consent

Ability for Borrowers to opt in to digital communications.

Member information updates

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

Prior Authorization transparency support

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

Overview of pharmacy supports and services

Overview of pharmacy support and services and population health and quality programs

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.

Enrollment in mail order program and Rx transfers

Education on benefits of mail order delivery and Rx transfer support

ER avoidance

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

Profile Updates

Update Member information and contact preferences.

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

Financial Health Education

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

Chronic Condition care gap closure

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

Extraction (Dental)

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

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

Refill reminders and ordering facilitation

Refill reminders and ordering facilitation (including payment capture)

HIPAA Release

Securely upload a signed HIPAA release form from the Claimant.

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 sales representative

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

Extraction (Voluntary Life)

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

Shipping status updates

Shipment status updates

Traditional app and portal registration support

Support for member app download and app and portal initial registration

Digital consent

Ability for members to opt in to digital communications

Refill reminders and ordering facilitation

Refill reminders and ordering facilitation (including payment capture)

Issues and Complaints

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

Vaccination outreach and scheduling

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

Policy Reinstatement

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

Maternal health navigation

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

Claim Status

Provide Member with the current status of a Claim.

Care plan adherence

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

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.

Community meeting invitations

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

Eligibility & benefits verification

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

ER avoidance

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

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

Policyholder After hours Support

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

Trailing Documents

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

Member contact information collection / updates

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

Member after hours support

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

Patient after hours support

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

Extraction (Critical Illness)

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

Medication adherence

Understand root causes of medication non-adherence and overcome them

Digital Consent

Ability for Policy Holders to opt in to digital communications.

Chronic condition care navigation

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

Schedule Appointment

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

Site of care guidance (wayfinding)

Support for appropriate site of care with appointment setting

Sales appointment setting and reminders

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

Medication adherence:

Understand root causes of medication non-adherence and overcome them

Chronic Condition care gap closure

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

Premium Payment

Securely accept full or partial payment of outstanding premium amount.

Confirmation of medication, immunization, DME orders / refills

Confirmation of medication, immunization, DME orders / refills

Incontinence education and support

Education and connectivity to support resources for incontenence

Payment capture

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

Product Comparison

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

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.

Click-to-call or chat to speak with Care Manager

Click-to-call or chat to speak to Care Manager / Navigator when needed

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

Loan Modification

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

Pediatric preventative wellness

Ongoing pediatric preventative wellness education, appointment setting and other actions

Schedule Appointment

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

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

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

Bill pay - payment capture

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

Preventative wellness

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

Cost transparency and cost relief

Education on cost tranparency and cost relief options

Post Disaster Outreach

Proactively reach out to Policy Holders after a Disaster, such as storm, wildfire, or flood to connect them to required services and relief, and to file any Claims if required.

Transition of care support

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

First Notice of Loss (FNOL)

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

Claim status, adjudication and payment updates

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

Follow-up appointment scheduling

Patient appointment setting support with reminders and ability to reschedule

Policy Renewal

Guide the Policy Holder through renewing their policy.

Care education (preventative care)

Notifications to educate on the importance of adult and pediatric preventative care, related appointment setting

Policy Review (KYC)

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

Profile Updates

Update Borrower information and contact preferences.

Follow-up appointment scheduling

Patient appointment setting support with reminders and ability to reschedule

Social Determinant of Health SDOH surveys

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

Musculoskeletal (MSK) care management and navigation

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

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

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

Shipping status updates

Shipment status updates

Profile Updates

Update Policy Holder information and contact preferences.

Shopper plan compare support

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

Appeal filing and updates

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

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.

Prior authorization education and updates for transparency

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

Overview of PBM supports and services

Overview of PBM support and services and population health and quality programs

Support for shipping / delivery issues, returns and reshipment

Support for shipping / delivery issues, returns and reshipment

Medication adherence

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

Extraction (Hospital Indemnity)

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

Medication reconciliation appointment setting

Education and scheduling of Medication Reconciliation

Post-discharge information / education

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

Trailing Documents

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

Provider appointment setting and reminders

Patient appointment setting support with reminders and ability to reschedule

Patient after hours support

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

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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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