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.
SCRA Protection
Securely collect proof of Active Duty Servicemembers in order to trigger financial protections.
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)
Eligibility & benefits verification
Ability for providers and pharmacies to perform eligibilty and benefits verification at the member level
Live Member Service chats and warm call transfers
Ability for service representatives to chat within Ushur journeys, and to warm call transfer to them
Extraction (Hospital Indemnity)
Extract Hospital Indemnity 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
Cardiac Disease care management and navigation
Year-round support for members with Cardiac Disease - including education, wellness, care gap closure, appointment setting
Payment Status
Provide Borrower with the current status of a payment made to their account.
Issues and Complaints
Proactively detect issues and escalate them as tickets to reduce complaints and improve satisfaction.
Appointment scheduling, reminders and rescheduling (any provider type)
Patient appointment setting support with reminders and ability to reschedule
90-day fill conversion
Support for education and 90-day fill conversion
Care plan adherence
Notifications to educate on the importance of care plan adherence, related appointment setting
Payment Status
Provide Member with the current status of a payment on a Claim.
Payoff Request
Guide Borrower through requesting an official Payoff Letter for their loan.
Care education (chronic condition management)
Notifications to educate on the importance of chronic condition management, related appointment setting
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
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
Timely notifications to meet regulatory requirements
Ability to send notifications to members more timely to meet regulatory timing requirements
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Update Beneficiaries
Update Beneficiaries and respond to major life events to ensure Member's benefits are paid to intended individuals.
Appeal filing and updates
Ability for members to understand and file Appeals, and receive status updates
SDOH Resources (transportation, food)
Support for understanding and accessing SDOH resources such as nutrition, transportation
Member information updates
Member information updates – including cross-channel contact details and change of insurance
Review and e-sign new patient paperwork
Support for review and e-signature for new patient paperwork
Address Verification
Remind and support Borrower in securely verifying address and contact information during KYC Reviews.
Patient after hours support
Accurate, secure and compliant AI Agent patient inquiry and task completion support 24x7
Profile Updates
Update Member information and contact preferences.
Chronic Condition Care Gap Closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Digital consent
Ability for members to opt in to digital communications
Site of care guidance (wayfinding)
Support for appropriate site of care with appointment setting
Cost transparency and cost relief
Education on cost tranparency and cost relief options
Medication reconciliation
Education and scheduling of Medication Reconciliation appointments
Social Determinant of Health SDOH surveys
Social Determinant of Health SDOH survey completion with feeds to core systems for follow-up
Enrollment in mail order program and Rx transfers
Education on benefits of mail order delivery and Rx transfer support
Product Comparison
Support for Applicants to find Lending options that best fits their needs.
Update Beneficiaries
Update Beneficiaries and respond to major life events to ensure Policy Holder's benefits are paid to intended individuals.
Support for shipping / delivery issues, returns and reshipment
Support for shipping / delivery issues, returns and reshipment
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Profile Updates
Update Policy Holder information and contact preferences.
Digital ID Card
Securely deliver a digital copy of Member's Insurance ID Card upon request.
Brand-to-generic conversion
Support for education and brand to generic fill conversion
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
Pediatric preventative wellness
Ongoing pediatric preventative wellness education, appointment setting and other actions
Click-to-call or chat to speak to pharmacy staff member
Click-to-call or chat to speak to pharmacy staff member when needed
Prior authorization communications and intake
Ability for providers and pharmacies to perform prior authorization inquiries, submit forms and information, and receive status updates
Shipping status updates
Shipment status updates
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Policy Renewal
Guide the Policy Holder through renewing their policy.
Member After hours Support
Accurate, secure and compliant AI Member inquiry and task completion support 24x7
SDOH resources (transportation, food)
Support for understanding and accessing SDOH resources such as nutrition, transportation
Care education (preventative care)
Notifications to educate on the importance of adult and pediatric preventative care, related appointment setting
Digital Consent
Ability for Borrowers to opt in to digital communications.
Preventative wellness
Education and appointment setting for preventative wellness medications, immunizations and tests
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
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
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.
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
First Notice of Loss (FNOL)
Guide the Policy Holder through reporting a loss and filing a Claim.
Shipping status updates
Shipment status updates
Chronic condition care navigation
Education, care management, navigation support and appointment setting for any chronic condition (diabetes, CKD...)
90-day fill conversion
Support for education and 90-day fill conversion
Extraction (Vision)
Extract Vision related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Payment Status
Provide Policy Holder with the current status of a payment on a Claim.
Cancer Screening outreach and scheduling
Education and appointment setting support for Cancer Screening with appointment reminders and reschedules
Enrollment in mail order program and Rx transfers
Education on benefits of mail order delivery and Rx transfer support
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
Benefit awareness and literacy
Support for member education on benefits and how to utilize them throughout the plan year
New member welcome
New member welcome, overview of PBM supports and services, info gathering / sharing (including insurance ID card capture)
Eligibility and Out of Pocket Cost (OOP) verification
Ability for members to inquire about eligibility and verify out of pocket costs
Respiratory Care care management and navigation (COPD, Asthma)
Year-round support for members with Respiratory Disease - including education, wellness, care gap closure, appointment setting
Ongoing website, portal, & app adoption and utilization
Support for member ongoing utilization of website, traditional apps and portals
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
Supporting Documents
Remind and support Member in securely uploading required supporting documents for a Claim.
Records transfer paperwork
Completion of forms and e-signing records transfer paperwork
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
Sales appointment setting and reminders
Member appointment setting with service or sales agents in support of their buying process
Proactive Rx status notifications
Proactive Rx status notifications (fill status, issues like prior auth)
Traditional app and portal registration support
Support for member app download and app and portal initial registration
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
Adult Preventative Wellness
Ongong adult preventative wellness education, appointment setting and other actions
Follow-up appointment scheduling
Patient appointment setting support with reminders and ability to reschedule
Digital consent
Ability for members to opt in to digital communications
ER avoidance
Education on when to use sites of care that are alternatives to the ER (telehealth, urgent care)
Extraction (Voluntary Life)
Extract Voluntary Life related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Digital Consent
Ability for Policy Holders to opt in to digital communications.
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
Digital ID Card
Securely deliver a digital copy of Policy Holder's Insurance ID Card upon request.
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
Claim Status
Provide Member with the current status of a Claim.
Proactive member out of pocket notifications
Proactive member out of pocket notifications – with support for “price shocks”
Policy Review (KYC)
Remind and support Member in securely uploading required supporting KYC documents during Policy Review.
Follow-up appointment scheduling
Patient appointment setting support with reminders and ability to reschedule
Claim status, adjudication and payment updates
Ability for providers to inquire about claim status, adjudication and payments
Member contact information collection / updates
Collection of cross-channel member contact information to support better communications
Ongoing website, portal, & app adoption and utilization
Support for member ongoing utilization of website, traditional apps and portals
Shipping status updates
Shipment status updates
Maternal health navigation
Support for full maternity journeys with education, appointment setting, wellness and more
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.
