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.
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.
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.




















