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.
ER avoidance
Education on when to use sites of care that are alternatives to the ER (telehealth, urgent care)
Certificate of Insurance (COI)
Respond to Policy Holder requests for copies of Certificate of Insurance (COI) with secure delivery of documents.
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
Digital Consent
Ability for Borrowers to opt in to digital communications.
Refill reminders and ordering facilitation
Refill reminders and ordering facilitation (including payment capture)
Weight loss support
Support for eating well, exercising as well as weight loss medications like GLP1
Policy Review (KYC)
Remind and support Policy Holder in securely uploading required supporting KYC documents during Policy Review.
Digital consent
Ability for members to opt in to digital communications
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.
Eligibility and Out of Pocket Cost (OOP) verification
Ability for members to inquire about eligibility and verify out of pocket costs
Endorsements and Riders
Guide the Policy Holder through amending, adding, and removing lines of coverage to their existing policy.
Digital ID card delivery
Delivery of member ID cards digitally
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 other clinical staff member
Click-to-call or chat to speak to other clinical staff member when needed
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
Retail, mail order, 90-day medication refills
Support medication adherence with retail, mail order and 90-day refill request support
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Site of care guidance (wayfinding)
Support for appropriate site of care with appointment setting
First Notice of Loss
Guide the Claimant through the process of reporting the death of a Policy Holder and filing a Claim.
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Appointment scheduling, reminders and rescheduling
Support for finding an in network provider and setting appointment via click-to-call or scheduling system integration
Preventative Wellness Care Gap Closure
Education, navigation support and appointment setting for any preventative wellness care gap (immunizations, cancer screenings)
Appointment setting for preventive care screenings and visits
Proactive provider appointment reminders with the ability to reschedule rather than no show (any provider type)
Care Management connectivity
Notifications to educate on the importance of Care Management and set appointments
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.
Proactive member out of pocket notifications
Proactive member out of pocket notifications – with support for “price shocks”
Vaccination outreach and scheduling
Education and appointment setting support for Vaccination with appointment reminders and reschedules
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
Review and e-sign new patient paperwork
Support for review and e-signature for new patient paperwork
Extraction (Voluntary Life)
Extract Voluntary Life related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Shipping status updates
Shipment status updates
Trailing Documents
Remind and support Applicant in securely uploading required supporting documents post Application.
Provider credentialing with Plan
Support for provider credentialing information submission and status updates
Enrollment in mail order program and Rx transfers
Education on benefits of mail order delivery and Rx transfer support
Profile Updates
Update Policy Holder information and contact preferences.
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
Premium Payment
Securely accept full or partial payment of outstanding premium amount.
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
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)
Preventative wellness
Education and appointment setting for preventative wellness medications, immunizations and tests
Proactive member out of pocket notifications
Proactive member out of pocket notifications – with support for “price shocks”
Benefit awareness and literacy
Support for member education on benefits and how to utilize them throughout the plan year
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
Musculoskeletal (MSK) care management and navigation
Year-round support for members with Musculoskeletal conditions - including education, wellness, care gap closure, appointment setting
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
Cost transparency and cost relief
Education on cost tranparency and cost relief options
Balance Inquiry
Provide Borrower with details of the current balance on their account.
Member contact information collection / updates
Collection of cross-channel member contact information to support better communications
Preventative wellness actions and care gap closure
Education, navigation support and appointment setting for any preventative wellness care gap (immunizations, cancer screenings)
Loan Modification
Proactively reach out to delinquent Borrowers to educate them on eligible Loan Modification options available and support their decision.
Member After hours Support
Accurate, secure and compliant AI Member inquiry and task completion support 24x7
Shopper plan compare support
Member support in finding a health insurance plan that best fits their needs
Support for shipping / delivery issues, returns and reshipment
Support for shipping / delivery issues, returns and reshipment
Retail-to-mail conversion
Support for education and retail-to-mail conversion
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
Digital Consent
Ability for Policy Holders to opt in to digital communications.
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Refill reminders and ordering facilitation
Refill reminders and ordering facilitation (including payment capture)
Medication reconciliation
Education and scheduling of Medication Reconciliation appointments
Schedule and prep instructions for PT / OT / other visits
Patient appointment setting support with visit prep instructions, reminders and ability to reschedule
Ongoing website, portal, & app adoption and utilization
Support for member ongoing utilization of website, traditional apps and portals
Overview of pharmacy supports and services
Overview of pharmacy support and services and population health and quality programs
Click-to-call or chat to speak to pharmacy staff member
Click-to-call or chat to speak to pharmacy staff member when needed
Medication adherence:
Understand root causes of medication non-adherence and overcome them
Prior authorization communications and intake
Ability for providers and pharmacies to perform prior authorization inquiries, submit forms and information, and receive status updates
Member ID card and driver's license digital collection
Safe and secure collection of member ID card(s), driver's license images
Chronic Condition Care Gap Closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
KYC Supporting Documents
Remind and support borrower in securely uploading required supporting KYC documents during Onboarding.
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
Extraction (Accidental Death & Dismemberment)
Extract Accidental Death and Dismemberment related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
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
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
Digital Consent
Ability for Members to opt in to digital communications.
Pediatric Preventative Wellness
Ongoing pediatric preventative wellness education, appointment setting and other actions
Supporting Documents
Remind and support Claimant in securely uploading required supporting documents for a Claim.
Provider roster directory updates
Ability for any provider to update their roster information for provider directory accuracy
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.
ER avoidance
Education on when to use sites of care that are alternatives to the ER (telehealth, urgent care)
Address Verification
Remind and support Borrower in securely verifying address and contact information during KYC Reviews.
Brand-to-generic conversion
Support for education and brand to generic fill conversion
Patient questionnaire automation
Capture of patient information updates and support for review and e-signature for new patient paperwork
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
Shipping status updates
Shipment status updates
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Maternal health navigation
Support for full maternity journeys with education, appointment setting, wellness and more
Benefits Education
Answer Member questions on Plan benefits, coverage, and eligibility.
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Member information updates
Member information updates – including cross-channel contact details and change of insurance
SCRA Protection
Securely collect proof of Active Duty Servicemembers in order to trigger financial protections.
Co-payment collection
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Clinical guideline requests and inquiries
Ability for providers to request clinical guidelines
Care education (preventative care)
Notifications to educate on the importance of adult and pediatric preventative care, related appointment setting
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
Medication refills and reminders
Sharing of medication refills and reminders with ability to capture and overcome reasons for non adherence
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
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.




















