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.
90-day fill conversion
Support for education and 90-day fill conversion
Plan Design
Triage inbound RFP emails to identify key attributes regarding Broker, Employer, Quote, and requested Products and automate case setup in Quoting and Underwriting systems.
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Find a Provider
Patient support in finding in network doctors (of any type) that best fit their needs
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
Notification of lab and test results
Sharing of lab tests and results
New member welcome
New member welcome, overview of PBM supports and services, info gathering / sharing (including insurance ID card capture)
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Post-visit check-in and follow-up details / instructions
Sharing of pre visit instructions with ability to automate answers to inquiries
Traditional app and portal registration support
Support for member app download and app and portal initial registration
Provider roster directory updates
Ability for any provider to update their roster information for provider directory accuracy
Transition of Care Support Readmission Avoidance
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
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)
Proactive Rx status notifications
Proactive Rx status notifications (fill status, issues like prior auth)
Retail-to-mail conversion
Support for education and retail-to-mail conversion
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.
Preventative wellness actions and care gap closure
Education, navigation support and appointment setting for any preventative wellness care gap (immunizations, cancer screenings)
SDOH Resources (transportation, food)
Support for understanding and accessing SDOH resources such as nutrition, transportation
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Workplace Accommodations
Educate the Member on available workplace acommodations, reduced hours, and reassignment programs available through their employer.
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
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Explanation of Benefits (EOB) notices and education
Education and notices on Explanation of Benefits (EOB)
Records transfer paperwork
Completion of forms and e-signing records transfer paperwork
Make Payment
Securely accept full or partial payment of outstanding installment amount.
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
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.
SCRA Protection
Securely collect proof of Active Duty Servicemembers in order to trigger financial protections.
Timely notifications to meet regulatory requirements
Ability to send notifications to members more timely to meet regulatory timing requirements
Musculoskeletal (MSK) care management and navigation
Year-round support for members with Musculoskeletal conditions - including education, wellness, care gap closure, appointment setting
Patient questionnaire automation
Capture of patient information updates and support for review and e-signature for new patient paperwork
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.
Shipping status updates
Shipment status updates
Product Comparison
Support Applicants in finding Insurance Plan options that best fit their needs.
Preventative Wellness Care Gap Closure
Education, navigation support and appointment setting for any preventative wellness care gap (immunizations, cancer screenings)
Site of care guidance (wayfinding)
Support for appropriate site of care with appointment setting
Trailing Documents
Remind and support Applicant in securely uploading required supporting documents post Application.
Refill reminders and ordering facilitation
Refill reminders and ordering facilitation (including payment capture)
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 (Basic Life)
Extract Basic Life related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Cost transparency (Good Faith Estimate)
Providing out of pocket cost transparency via Good Faith Estimates
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
Update Beneficiaries
Update Beneficiaries and respond to major life events to ensure Member's benefits are paid to intended individuals.
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Sales appointment setting and reminders
Member appointment setting with service or sales agents in support of their buying process
Overview of pharmacy supports and services
Overview of pharmacy support and services and population health and quality programs
Digital consent
Ability for members to opt in to digital communications
KYC Supporting Documents
Remind and support borrower in securely uploading required supporting KYC documents during Onboarding.
Co-payment collection
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Hospital discharge support
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Certificate of Insurance (COI)
Respond to Policy Holder requests for copies of Certificate of Insurance (COI) with secure delivery of documents.
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
Eligibility & benefits verification
Ability for providers and pharmacies to perform eligibilty and benefits verification at the member level
Sales appointment setting and reminders
Member appointment setting with service or sales agents in support of their buying process
Care plan adherence
Notifications to educate on the importance of care plan adherence, related appointment setting
Shipping status updates
Shipment status updates
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
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
Extraction (Vision)
Extract Vision 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.
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
Review and e-sign new patient paperwork
Support for review and e-signature for new patient paperwork
Digital Consent
Ability for Members to opt in to digital communications.
Profile Updates
Update Policy Holder information and contact preferences.
Extraction (Voluntary Life)
Extract Voluntary Life related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Patient after hours support
Accurate, secure and compliant AI Agent patient inquiry and task completion support 24x7
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
Follow-up appointment scheduling
Patient appointment setting support with reminders and ability to reschedule
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Brand-to-generic conversion
Support for education and brand to generic fill conversion
Chronic condition care navigation
Education, care management, navigation support and appointment setting for any chronic condition (diabetes, CKD...)
Medication reconciliation
Education and scheduling of Medication Reconciliation appointments
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)
Member information updates
Member information updates – including cross-channel contact details and change of insurance
HIPAA Release
Securely upload a signed HIPAA release form from the Claimant.
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...)
Fall prevention education and action
Education and connectivity to support resources for fall prevention (movement, home safety...)
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Cost transparency and cost relief
Education on cost tranparency and cost relief options
Medication adherence:
Understand root causes of medication non-adherence and overcome them
Payment Status
Provide Member 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
Debt Management Plan
Proactively reach out to delinquent Borrowers to educate them on eligible Debt Management Plan options available and support their decision.
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)
Pediatric preventative wellness
Ongoing pediatric preventative wellness education, appointment setting and other actions
Digital ID Card
Securely deliver a digital copy of Member's Insurance ID Card upon request.
Bill pay - payment capture
Bill delivery with safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
ER avoidance
Education on when to use sites of care that are alternatives to the ER (telehealth, urgent care)
Product Comparison
Support for Applicants to find Insurance Plan options that best fit their needs.
Digital Consent
Ability for Policy Holders to opt in to digital communications.
Maternal health navigation
Support for full maternity journeys with education, appointment setting, wellness and more
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.
Benefits Education
Answer Member questions on Plan benefits, coverage, and eligibility.
Cardiac Disease care management and navigation
Year-round support for members with Cardiac Disease - including education, wellness, care gap closure, appointment setting
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.




















