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.
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
Policy Reinstatement
Guide the Policy Holder through re-instating a lapsed policy.
Explanation of Benefits (EOB) notices and education
Education and notices on Explanation of Benefits (EOB)
Shipping status updates
Shipment status updates
Member information updates
Member information updates – including cross-channel contact details and change of insurance
Proactive member out of pocket notifications
Proactive member out of pocket notifications – with support for “price shocks”
Waitlisting
Proactive notifications of appointment availability for patients on wait lists
Benefits Education
Answer Member questions on Plan benefits, coverage, and eligibility.
Extraction (Dental)
Extract Dental related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
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
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
Payment Status
Provide Borrower with the current status of a payment made to their account.
Claim status, adjudication and payment updates
Ability for providers to inquire about claim status, adjudication and payments
Timely notifications to meet regulatory requirements
Ability to send notifications to members more timely to meet regulatory timing requirements
Care plan adherence
Notifications to educate on the importance of care plan adherence, related appointment setting
Proactive Rx status notifications
Proactive Rx status notifications (fill status, issues like prior auth)
Refill reminders and ordering facilitation
Refill reminders and ordering facilitation (including payment capture)
Policy Review (KYC)
Remind and support Member in securely uploading required supporting KYC documents during Policy Review.
HIPAA Release
Securely upload a signed HIPAA release form from the Claimant.
Eligibility and Out of Pocket Cost (OOP) verification
Ability for members to inquire about eligibility and verify out of pocket costs
Member warm welcome benefits education and literacy
Member welcome notifications that educate on plan benefits, deliver digital ID cards
Care education (preventative care)
Notifications to educate on the importance of adult and pediatric preventative care, related appointment setting
Social Determinant of Health SDOH surveys
Social Determinant of Health SDOH survey completion with feeds to core systems for follow-up
Retail, mail order, 90-day medication refills
Support medication adherence with retail, mail order and 90-day refill request support
Policyholder After hours Support
Accurate, secure and compliant AI Agent Policy Holder inquiry and task completion support 24x7
Loan Modification
Proactively reach out to delinquent Borrowers to educate them on eligible Loan Modification options available and support their decision.
Eligibility & benefits verification
Ability for providers and pharmacies to perform eligibilty and benefits verification at the member level
Return to Work
Confirm Claimant's Return to Work date as well as any supporting documentation from the doctor.
Claim Status
Provide Policy Holder with the current status of a Claim.
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.
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Musculoskeletal (MSK) care management and navigation
Year-round support for members with Musculoskeletal conditions - including education, wellness, care gap closure, appointment setting
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Chronic condition care navigation
Education, care management, navigation support and appointment setting for any chronic condition (diabetes, CKD...)
Cost transparency and cost relief
Education on cost tranparency and cost relief options
Overview of pharmacy supports and services
Overview of pharmacy support and services and population health and quality programs
Supporting Documents
Remind and support Member in securely uploading required supporting documents for a Claim.
Patient questionnaire automation
Capture of patient information updates and support for review and e-signature for new patient paperwork
SDOH Resources (transportation, food)
Support for understanding and accessing SDOH resources such as nutrition, transportation
Transition of Care Support Readmission Avoidance
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
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.
Ongoing website, portal, & app adoption and utilization
Support for member ongoing utilization of website, traditional apps and portals
Medication adherence:
Understand root causes of medication non-adherence and overcome them
Health Risk Assessment HRA surveys
Full Health Risk / Needs Survey completion with feeds to core systems for follow-up
Respiratory Care care management and navigation (COPD, Asthma)
Year-round support for members with Respiratory Disease - including education, wellness, care gap closure, appointment setting
Enrollment in mail order program and Rx transfers
Education on benefits of mail order delivery and Rx transfer support
Preventative wellness
Education and appointment setting for preventative wellness medications, immunizations and tests
SDOH Resources (transportation, food)
Support for understanding and accessing SDOH resources such as nutrition, transportation
Click-to-call or chat to speak to pharmacy staff member
Click-to-call or chat to speak to pharmacy staff member when needed
Digital consent
Ability for members to opt in to digital communications
Follow-up appointment scheduling
Patient appointment setting support with reminders and ability to reschedule
Shopper plan compare support
Member support in finding a health insurance plan that best fits their needs
Borrower After hours Support
Accurate, secure and compliant AI Agent Borrower inquiry and task completion support 24x7
Renewal education and reminders
Support for member retention with renewal education and reminders
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
Cardiac Disease care management and navigation
Year-round support for members with Cardiac Disease - including education, wellness, care gap closure, appointment setting
Extraction (Critical Illness)
Extract Critical Illness related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Benefit awareness and literacy
Support for member education on benefits and how to utilize them throughout the plan year
Payment capture
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Click-to-call or chat to speak with Care Manager
Click-to-call or chat to speak to Care Manager / Navigator when needed
Adult Preventative Wellness
Ongong adult preventative wellness education, appointment setting and other actions
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
Surgery Confirmation
Collect detailed surgical information, including operative reports, discharge summaries, and post-operative recovery plans from the Claimant.
Digital Consent
Ability for Policy Holders to opt in to digital communications.
New member welcome
New member welcome, overview of PBM supports and services, info gathering / sharing (including insurance ID card capture)
Provider appointment setting and reminders
Patient appointment setting support with reminders and ability to reschedule
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 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
Vaccination reminders, education, appointment scheduling, and paperwork
90-day fill conversion
Support for education and 90-day fill conversion
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
KYC Supporting Documents
Remind and support borrower in securely uploading required supporting KYC documents during Onboarding.
Behavioral Health care management and navigation
Year-round support for members with Behavioral Health conditions - including education, wellness, care gap closure, appointment setting
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Community meeting invitations
Proactive invitations and RSVPs for community events and meetings (virtual and in person)
Persistency of Benefits
Collect Member's bank details and payment information to ensure that Group Insurance coverage transitions to Individual coverage after employment ends.
Member After hours Support
Accurate, secure and compliant AI Member inquiry and task completion support 24x7
Annual Wellness Visit (AWV) outreach and scheduling
Education and appointment setting support for Annual Wellness Visits (AWV) with appointment reminders and reschedules
Maternal health navigation
Support for full maternity journeys with education, appointment setting, wellness and more
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
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
Provider after hours support
Accurate, secure and compliant AI Agent provider inquiry and task completion support 24x7
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
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
Pediatric Preventative Wellness
Ongoing pediatric preventative wellness education, appointment setting and other actions
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
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Eligibility of Insurability (EOI)
Guide the new Member through a dynamic set of questions to determine their eligibiity for Insurance.
Extraction (Hospital Indemnity)
Extract Hospital Indemnity related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
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.
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)
Payment Status
Provide Policy Holder with the current status of a payment on a Claim.
Notification of lab and test results
Sharing of lab tests and results
Payment Status
Provide Member with the current status of a payment on a Claim.
Confirmation of medication, immunization, DME orders / refills
Confirmation of medication, immunization, DME orders / refills
Care appointment reminders
Proactive care and provider appointment reminders with the ability to reschedule rather than no show (any provider type)
Vaccination outreach and scheduling
Education and appointment setting support for Vaccination with appointment reminders and reschedules
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.




















