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.
Support for shipping / delivery issues, returns and reshipment
Support for shipping / delivery issues, returns and reshipment
Update Beneficiaries
Update Beneficiaries and respond to major life events to ensure Policy Holder's benefits are paid to intended individuals.
Member contact information collection / updates
Collection of cross-channel member contact information to support better communications
Cost transparency and cost relief
Education on cost tranparency and cost relief options
Digital Consent
Ability for Policy Holders to opt in to digital communications.
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Extraction (Dental)
Extract Dental related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Patient questionnaire automation
Capture of patient information updates and support for review and e-signature for new patient paperwork
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Member information updates (i.e. add dependant)
Collection of member information updates such as adding dependants, changing address, etc
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
SDOH Resources (transportation, food)
Support for understanding and accessing SDOH resources such as nutrition, transportation
Product Comparison
Support for Applicants to find Lending options that best fits their needs.
Prior authorization communications and intake
Ability for providers and pharmacies to perform prior authorization inquiries, submit forms and information, and receive status updates
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)
Extraction (Hospital Indemnity)
Extract Hospital Indemnity related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Weight loss support
Support for eating well, exercising as well as weight loss medications like GLP1
Extraction (Voluntary Life)
Extract Voluntary Life related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Member information updates
Member information updates – including cross-channel contact details and change of insurance
Payoff Request
Guide Borrower through requesting an official Payoff Letter for their loan.
Eligibility & benefits verification
Ability for providers and pharmacies to perform eligibilty and benefits verification at the member level
Workplace Accommodations
Educate the Member on available workplace acommodations, reduced hours, and reassignment programs available through their employer.
Proactive Rx status notifications
Proactive Rx status notifications (fill status, issues like prior auth)
Community meeting invitations
Proactive invitations and RSVPs for community events and meetings (virtual and in person)
Adult Preventative Wellness
Ongong adult preventative wellness education, appointment setting and other actions
Claim status, adjudication and payment updates
Ability for providers to inquire about claim status, adjudication and payments
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
Prior authorization education and updates for transparency
Ability for patients to receive push notices for, or make inquiries about, prior authorization status
Payment Status
Provide Member with the current status of a payment on a Claim.
Trailing Documents
Remind and support Applicant in securely uploading required supporting documents post Application.
Policy Review (KYC)
Remind and support Member in securely uploading required supporting KYC documents during Policy Review.
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
SDOH Resources (transportation, food)
Support for understanding and accessing SDOH resources such as nutrition, transportation
Post-discharge information / education
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Policy Renewal
Guide the Policy Holder through renewing their policy.
Premium Payment
Securely accept full or partial payment of outstanding premium amount.
Cancer Screening outreach and scheduling
Education and appointment setting support for Cancer Screening with appointment reminders and reschedules
Enrollment in mail order program and Rx transfers
Education on benefits of mail order delivery and Rx transfer support
Site of care guidance (wayfinding)
Support for appropriate site of care with appointment setting
Extraction (Vision)
Extract Vision related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Musculoskeletal (MSK) care management and navigation
Year-round support for members with Musculoskeletal conditions - including education, wellness, care gap closure, appointment setting
Digital ID Card
Securely deliver a digital copy of Policy Holder's Insurance ID Card upon request.
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Care plan adherence
Notifications to educate on the importance of care plan adherence, related appointment setting
Vaccination reminders, education, appointment scheduling, and paperwork
Care appointment reminders
Proactive care and provider appointment reminders with the ability to reschedule rather than no show (any provider type)
Click-to-call or chat to speak to pharmacy staff member
Click-to-call or chat to speak to pharmacy staff member when needed
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Confirmation of medication, immunization, DME orders / refills
Confirmation of medication, immunization, DME orders / refills
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
Health Risk Assessment HRA surveys
Full Health Risk / Needs Survey completion with feeds to core systems for follow-up
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.
Traditional app and portal registration support
Support for member app download and app and portal initial registration
Profile Updates
Update Member information and contact preferences.
Care Management connectivity
Notifications to educate on the importance of Care Management and set appointments
Transition of Care Support Readmission Avoidance
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Policy Review (KYC)
Remind and support Policy Holder in securely uploading required supporting KYC documents during Policy Review.
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Appointment scheduling, reminders and rescheduling
Support for finding an in network provider and setting appointment via click-to-call or scheduling system integration
Profile Updates
Update Borrower information and contact preferences.
Persistency of Benefits
Collect Member's bank details and payment information to ensure that Group Insurance coverage transitions to Individual coverage after employment ends.
Certificate of Insurance (COI)
Respond to Policy Holder requests for copies of Certificate of Insurance (COI) with secure delivery of documents.
New member welcome
New member welcome, overview of PBM supports and services, info gathering / sharing (including insurance ID card capture)
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...)
Live Member Service chats and warm call transfers
Ability for service representatives to chat within Ushur journeys, and to warm call transfer to them
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
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.
Schedule and prep instructions for PT / OT / other visits
Patient appointment setting support with visit prep instructions, reminders and ability to reschedule
Provider appointment setting and reminders
Patient appointment setting support with reminders and ability to reschedule
Medication reconciliation
Education and scheduling of Medication Reconciliation appointments
Sales appointment setting and reminders
Member appointment setting with service or sales agents in support of their buying process
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
Claim Status
Provide Member with the current status of a Claim.
Preventative Wellness Care Gap Closure
Education, navigation support and appointment setting for any preventative wellness care gap (immunizations, cancer screenings)
Notification of lab and test results
Sharing of lab tests and results
Find a Provider
Patient support in finding in network doctors (of any type) that best fit their needs
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
First Notice of Loss
Guide the Claimant through the process of reporting the death of a Policy Holder and filing a Claim.
First Notice of Injury
Guide the Claimant through reporting an injury and filing a Claim.
Follow-up appointment scheduling
Patient appointment setting support with reminders and ability to reschedule
Chronic condition care navigation
Education, care management, navigation support and appointment setting for any chronic condition (diabetes, CKD...)
Provider roster directory updates
Ability for any provider to update their roster information for provider directory accuracy
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
Extraction (Basic Life)
Extract Basic Life related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
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
Benefits Education
Answer Member questions on Plan benefits, coverage, and eligibility.
Extraction (Critical Illness)
Extract Critical Illness related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Timely notifications to meet regulatory requirements
Ability to send notifications to members more timely to meet regulatory timing requirements
Shopper plan compare support
Member support in finding a health insurance plan that best fits their needs
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
Maternal health navigation
Support for full maternity journeys with education, appointment setting, wellness and more
Redetermination journey support (Medicaid)
Support for member retention with ongoing redetermination process education, support and services - until redetermination is complete
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.
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
Product Comparison
Support Applicants in finding Insurance Plan options that best fit their needs.
Member warm welcome benefits education and literacy
Member welcome notifications that educate on plan benefits, deliver digital ID cards
Cost transparency (Good Faith Estimate)
Providing out of pocket cost transparency via Good Faith Estimates
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.




















