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.
Ongoing website, portal, & app adoption and utilization
Support for member ongoing utilization of website, traditional apps and portals
SCRA Protection
Securely collect proof of Active Duty Servicemembers in order to trigger financial protections.
Eligibility & benefits verification
Ability for providers and pharmacies to perform eligibilty and benefits verification at the member level
KYC Supporting Documents
Remind and support borrower in securely uploading required supporting KYC documents during Onboarding.
Cost transparency and cost relief
Education on cost tranparency and cost relief options
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
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
Update Beneficiaries
Update Beneficiaries and respond to major life events to ensure Member's benefits are paid to intended individuals.
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Cost transparency and cost relief
Education on cost tranparency and cost relief options
SDOH resources (transportation, food)
Support for understanding and accessing SDOH resources such as nutrition, transportation
Digital Consent
Ability for Borrowers to opt in to digital communications.
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
Diabetes care management and navigation
Year-round support for diabetic members including education, wellness, care gap closure, appointment setting
Incontinence education and support
Education and connectivity to support resources for incontenence
Endorsements and Riders
Guide the Policy Holder through amending, adding, and removing lines of coverage to their existing policy.
Shipping status updates
Shipment status updates
Digital Consent
Ability for Policy Holders to opt in to digital communications.
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.
Claim Status
Provide Policy Holder with the current status of a Claim.
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
Member After hours Support
Accurate, secure and compliant AI Member inquiry and task completion support 24x7
Click-to-call or chat to speak to pharmacy staff member
Click-to-call or chat to speak to pharmacy staff member when needed
Brand-to-generic conversion
Support for education and brand to generic fill conversion
Medication refills and reminders
Sharing of medication refills and reminders with ability to capture and overcome reasons for non adherence
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Site of care guidance (wayfinding)
Support for appropriate site of care with appointment setting
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Renewal education and reminders
Support for member retention with renewal education and reminders
Vaccination reminders, education, appointment scheduling, and paperwork
New member welcome
New member welcome, overview of PBM supports and services, info gathering / sharing (including insurance ID card capture)
Shipping status updates
Shipment status updates
Benefits Education
Answer Member questions on Plan benefits, coverage, and eligibility.
Certificate of Insurance (COI)
Respond to Policy Holder requests for copies of Certificate of Insurance (COI) with secure delivery of documents.
Digital consent
Ability for members to opt in to digital communications
Policy Review (KYC)
Remind and support Policy Holder in securely uploading required supporting KYC documents during Policy Review.
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
Overview of pharmacy supports and services
Overview of pharmacy support and services and population health and quality programs
Follow-up appointment scheduling
Patient appointment setting support with reminders and ability to reschedule
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
HIPAA Release
Securely upload a signed HIPAA release form from the Claimant.
Extraction (Long Term Disability)
Extract Long Term Disability related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Digital ID Card
Securely deliver a digital copy of Member's Insurance ID Card upon request.
Policy Renewal
Guide the Policy Holder through renewing their policy.
Redetermination journey support (Medicaid)
Support for member retention with ongoing redetermination process education, support and services - until redetermination is complete
Shopper plan compare support
Member support in finding a health insurance plan that best fits their needs
Prior authorization education and updates for transparency
Ability for patients to receive push notices for, or make inquiries about, prior authorization status
Brand-to-generic conversion
Support for education and brand to generic fill conversion
Proactive member out of pocket notifications
Proactive member out of pocket notifications – with support for “price shocks”
Claim Status
Provide Member with the current status of a Claim.
Payment Status
Provide Policy Holder with the current status of a payment on a Claim.
Cardiac Disease care management and navigation
Year-round support for members with Cardiac Disease - including education, wellness, care gap closure, appointment setting
Overview of PBM supports and services
Overview of PBM support and services and population health and quality programs
Shipping status updates
Shipment status updates
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Live clinical chats and warm call transfers
Ability for clinical representatives to chat within Ushur journeys, and to warm call transfer to them (RN, Pharma, Care Manager)
New member welcome
New member welcome, overview of PBM supports and services, info gathering / sharing (including insurance ID card capture)
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.
Make Payment
Securely accept full or partial payment of outstanding installment amount.
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 to other clinical staff member
Click-to-call or chat to speak to other clinical staff member when needed
Extraction (Vision)
Extract Vision related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
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
Payment Status
Provide Member with the current status of a payment on a Claim.
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 reconciliation
Education and scheduling of Medication Reconciliation appointments
Live Member Service chats and warm call transfers
Ability for service representatives to chat within Ushur journeys, and to warm call transfer to them
Bill pay - payment capture
Bill delivery with safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Benefit awareness and literacy
Support for member education on benefits and how to utilize them throughout the plan year
Clinical guideline requests and inquiries
Ability for providers to request clinical guidelines
Census Upload
Guide the Broker / Employer through uploading an updating Census file, Transforming it to the standard format required by the Carrier, and identifying any issues.
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
Workplace Accommodations
Educate the Member on available workplace acommodations, reduced hours, and reassignment programs available through their employer.
First Notice of Injury
Guide the Claimant through reporting an injury and filing a Claim.
Click-to-call or chat to speak with Care Manager
Click-to-call or chat to speak to Care Manager / Navigator when needed
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Follow-up appointment scheduling
Patient appointment setting support with reminders and ability to reschedule
Update Beneficiaries
Update Beneficiaries and respond to major life events to ensure Policy Holder's benefits are paid to intended individuals.
Pre visit preparation instructions
Sharing of pre visit preparation instructions with ability to automate answers to inquiries
Medication reconciliation
Education and scheduling of Medication Reconciliation appointments
Digital consent
Ability for members to opt in to digital communications
Profile Updates
Update Policy Holder information and contact preferences.
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 capture
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Issues and Complaints
Proactively detect issues and escalate them as tickets to reduce complaints and improve satisfaction.
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Prior authorization communications and intake
Ability for providers and pharmacies to perform prior authorization inquiries, submit forms and information, and receive status updates
Balance Inquiry
Provide Borrower with details of the current balance on their account.
Extraction (Basic Life)
Extract Basic Life related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
SDOH Resources (transportation, food)
Support for understanding and accessing SDOH resources such as nutrition, transportation
Chronic condition care navigation
Education, care management, navigation support and appointment setting for any chronic condition (diabetes, CKD...)
Fall prevention education and action
Education and connectivity to support resources for fall prevention (movement, home safety...)
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
Community meeting invitations
Proactive invitations and RSVPs for community events and meetings (virtual and in person)
Care plan adherence
Notifications to educate on the importance of care plan adherence, related appointment setting
Hospital discharge support
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Member information updates (i.e. add dependant)
Collection of member information updates such as adding dependants, changing address, etc
Enrollment in mail order program and Rx transfers
Education on benefits of mail order delivery and Rx transfer support
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.




















