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.

Benefitfocus

AI Agents That Deliver Better CX — Built on Trust

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Outbound calls eliminated
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Automated Resolution rate
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ROI on AI investment

Trust-Native Architecture

Built with trust, security and compliance engineered into the platform core–not layered on later.
Security & Compliance
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Governance

Built-in governance embeds guardrails, policy enforcement, and human oversight directly into AI execution.

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Observability

Maintain real-time visibility into agent behavior, reasoning, and performance.

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Auditability

Replay conversations end to end and generate regulator-ready records on demand.

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Data Protection

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.

Ushur Dashboard screen
Illustration showing ushur's omnichannel capability
Ushur Studio screen preview
Ushur Insights screen

Inbound and Outbound

Compliant, end-to-end customer engagement that proactively connects, resolves, and preserves context.

Omnichannel Continuity

Engage across SMS, email, voice, and web in one persistent, compliant interaction thread.

Built for Business Speed

A purpose-built orchestration environment designed for business users to bring journeys to life quickly.

Actionable Insights

Understand behavior, measure performance, and maintain audit-ready visibility with built-in compliance controls.

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.

Company Type:
Health Payer
Provider
PBM
Pharmacy
LA&H
P&C
Consumer Lending
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Journey:
Acquisition
Retention
Member Service
Population Health & Quality
Claims & Administrative
Provider Service
Pre Visit
During Visit
Post Visit
Population Health & Quality
New Member Onboarding & Welcome
Member Service
Population Health & Quality
Mail Order Enrollment & Fulfillment
Claims and Administrative
New Member Onboarding & Welcome
Member Service
Population Health & Quality
Mail Order Enrollment & Fulfillment
Claims and Administrative
Group Quote Intake
Group Onboarding
Individual Acquisition
Member Service
Claims
Absence Management
Acquisition
Policyholder Service
Claims
Loan Originations
KYC and Onboarding
Loan Servicing
Loss Mitigation

Waitlisting

Proactive notifications of appointment availability for patients on wait lists

Medication (Rx) reconciliation

Education and scheduling of Medication Reconciliation

Post-visit check-in and follow-up details / instructions

Sharing of pre visit instructions with ability to automate answers to inquiries

Medication adherence

Medication Adherence (overcome barriers - cost, transportation, adverse effects)

Appointment reminder and rescheduling

Member appointment reminders for care management, provider appointments (any type), home health visits and more

ER avoidance

Education on when to use sites of care that are alternatives to the ER (telehealth, urgent care)

Premium Payment

Securely accept full or partial payment of outstanding premium amount.

Overview of PBM supports and services

Overview of PBM support and services and population health and quality programs

Policy Review (KYC)

Remind and support Member in securely uploading required supporting KYC documents during Policy Review.

Grievance filing and updates

Ability for members to understand and file Grievances, and receive status updates

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

Vaccination reminders, education, appointment scheduling, and paperwork

Return to Work

Confirm Claimant's Return to Work date as well as any supporting documentation from the doctor.

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)

Support for shipping / delivery issues, returns and reshipment

Support for shipping / delivery issues, returns and reshipment

Live Member Service chats and warm call transfers

Ability for member service representatives to chat within Ushur journeys, and to warm call transfer to them

Appointment scheduling, reminders and rescheduling

Support for finding an in network provider and setting appointment via click-to-call or scheduling system integration

Extraction (Critical Illness)

Extract Critical Illness 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 member

Click-to-call or chat to speak to pharmacy staff member when needed

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)

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.

Borrower After hours Support

Accurate, secure and compliant AI Agent Borrower inquiry and task completion support 24x7

KYC Supporting Documents

Remind and support borrower in securely uploading required supporting KYC documents during Onboarding.

Schedule and prep instructions for PT / OT / other visits

Patient appointment setting support with visit prep instructions, reminders and ability to reschedule

Digital ID Card

Securely deliver a digital copy of Member's Insurance ID Card upon request.

New member welcome

New member welcome, overview of PBM supports and services, info gathering / sharing (including insurance ID card capture)

Profile Updates

Update Borrower information and contact preferences.

Respiratory Care care management and navigation (COPD, Asthma)

Year-round support for members with Respiratory Disease - including education, wellness, care gap closure, appointment setting

Incontinence education and support

Education and connectivity to support resources for incontenence

Brand-to-generic conversion

Support for education and brand to generic fill conversion

Care plan adherence

Notifications to educate on the importance of care plan adherence, related appointment setting

Member information updates

Member information updates – including cross-channel contact details and change of insurance

Digital consent

Ability for members to opt in to digital communications

Retail-to-mail conversion

Support for education and retail-to-mail conversion

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

Digital ID Card

Securely deliver a digital copy of Policy Holder's Insurance ID Card upon request.

Annual Wellness Visit (AWV) outreach and scheduling

Education and appointment setting support for Annual Wellness Visits (AWV) with appointment reminders and reschedules

Product Comparison

Support Applicants in finding Insurance Plan options that best fit their needs.

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

Adult preventative wellness

Ongong adult preventative wellness education, appointment setting and other actions

Payment capture

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.

Retail-to-mail conversion

Support for education and retail-to-mail conversion

Ongoing website, portal, & app adoption and utilization

Support for member ongoing utilization of website, traditional apps and portals

Patient after hours support

Accurate, secure and compliant AI Agent patient inquiry and task completion support 24x7

SDOH Resources (transportation, food)

Support for understanding and accessing SDOH resources such as nutrition, transportation

Medication adherence

Medication Adherence (overcome barriers - cost, transportation, adverse effects)

Redetermination journey support (Medicaid)

Support for member retention with ongoing redetermination process education, support and services - until redetermination is complete

Behavioral Health care management and navigation

Year-round support for members with Behavioral Health conditions - including education, wellness, care gap closure, 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

Claims status

Ability for members to receive push notices for, or make inquiries about, claims status

Confirmation of medication, immunization, DME orders / refills

Confirmation of medication, immunization, DME orders / refills

Clinical guideline requests and inquiries

Ability for providers to request clinical guidelines

Transition of care support

Support for inpatient to facility or home transitions to ensure safety and decrease readmissions

Extraction (Voluntary Life)

Extract Voluntary Life 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)

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 Member with the current status of a Claim.

Prior Authorization transparency support

Ability for members to receive push notices for, or make inquiries about, prior authorization status

Pre visit preparation instructions

Sharing of pre visit preparation instructions with ability to automate answers to inquiries

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

Provider roster directory updates

Ability for any provider to update their roster information for provider directory accuracy

Care education (preventative care)

Notifications to educate on the importance of adult and pediatric preventative care, related appointment setting

Vaccination outreach and scheduling

Education and appointment setting support for Vaccination with appointment reminders and reschedules

Preventative Wellness Care Gap Closure

Education, navigation support and appointment setting for any preventative wellness care gap (immunizations, cancer screenings)

90-day fill conversion

Support for education and 90-day fill conversion

Shipping status updates

Shipment status updates

Live Member Service chats and warm call transfers

Ability for service representatives to chat within Ushur journeys, and to warm call transfer to them

Co-payment collection

Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing

Schedule Appointment

Schedule follow up call with Sales Representative with reminders and rescheduling.

Member after hours support

Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7

Find a Provider

Patient support in finding in network doctors (of any type) that best fit their needs

Chronic Condition Care Gap Closure

Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)

Patient after hours support

Accurate, secure and compliant AI Agent patient inquiry and task completion support 24x7

Digital Consent

Ability for Members to opt in to digital communications.

Pediatric Preventative Wellness

Ongoing pediatric preventative wellness education, appointment setting and other actions

Trailing Documents

Remind and support Applicant in securely uploading required supporting documents post Application.

Chronic Condition care gap closure

Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)

Workplace Accommodations

Educate the Member on available workplace acommodations, reduced hours, and reassignment programs available through their employer.

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

Records transfer paperwork

Completion of forms and e-signing records transfer paperwork

Experience and Net Promoter Score (NPS) surveys

Surveying capability for experiences and NPS scoring

Shipping status updates

Shipment status updates

First Notice of Loss (FNOL)

Guide the Policy Holder through reporting a loss and filing a Claim.

Claim status, adjudication and payment updates

Ability for providers to inquire about claim status, adjudication and payments

Provider after hours support

Accurate, secure and compliant AI Agent provider inquiry and task completion support 24x7

Cancer Screening outreach and scheduling

Education and appointment setting support for Cancer Screening with appointment reminders and reschedules

Experience and Net Promoter Score (NPS) surveys

Surveying capability for experiences and NPS scoring

Digital Consent

Ability for Borrowers to opt in to digital communications.

Delivery Confirmation

Collect detailed delivery information, hospital discharge summaries from the Claimant to trigger benefits.

Extraction (Basic Life)

Extract Basic Life related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.

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.

Benefit awareness and literacy

Support for member education on benefits and how to utilize them throughout the plan year

Member warm welcome benefits education and literacy

Member welcome notifications that educate on plan benefits, deliver digital ID cards

First Notice of Loss

Guide the Claimant through the process of reporting the death of a Policy Holder and filing a Claim.

Email Triage

Automatically triage incoming servicing emails to identify intent and respond to service requests.

New patient welcome and information gathering

Patient education on provider and information and documentation completion

SCRA Protection

Securely collect proof of Active Duty Servicemembers in order to trigger financial protections.

New member welcome

New member welcome, overview of PBM supports and services, info gathering / sharing (including insurance ID card capture)

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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.

Agentic AI that Analysts rave about

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