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

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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

Pediatric Preventative Wellness

Ongoing pediatric preventative wellness education, appointment setting and other actions

Care Management connectivity

Notifications to educate on the importance of Care Management and set appointments

Prior Authorization transparency support

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

Prior Authorization transparency support

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

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

Post-discharge information / education

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

Patient questionnaire automation

Capture of patient information updates and support for review and e-signature for new patient paperwork

First Notice of Injury

Guide the Claimant through reporting an injury and filing a Claim.

Notification of lab and test results

Sharing of lab tests and results

Cost transparency and cost relief

Education on cost tranparency and cost relief options

Behavioral Health care management and navigation

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

Grievance filing and updates

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

Shipping status updates

Shipment status updates

Member warm welcome benefits education and literacy

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

Balance Inquiry

Provide Borrower with details of the current balance on their account.

Confirmation of medication, immunization, DME orders / refills

Confirmation of medication, immunization, DME orders / refills

Support for shipping / delivery issues, returns and reshipment

Support for shipping / delivery issues, returns and reshipment

Traditional app and portal registration support

Support for member app download and app and portal initial registration

Care appointment reminders

Proactive care and provider appointment reminders with the ability to reschedule rather than no show (any provider type)

Annual Wellness Visit (AWV) outreach and scheduling

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

Claim Status

Provide Member with the current status of a Claim.

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

Digital ID Card

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

Policyholder After hours Support

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

Chronic Condition care gap closure

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

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

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

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

Overview of PBM supports and services

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

Follow-up appointment scheduling

Patient appointment setting support with reminders and ability to reschedule

Cost transparency and cost relief

Education on cost tranparency and cost relief options

Extraction (Critical Illness)

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

Member contact information collection / updates

Collection of cross-channel member contact information to support better communications

Retail-to-mail conversion

Support for education and retail-to-mail conversion

Proactive Rx status notifications

Proactive Rx status notifications (fill status, issues like prior auth)

Medication refills and reminders

Sharing of medication refills and reminders with ability to capture and overcome reasons for non adherence

Ongoing website, portal, & app adoption and utilization

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

90-day fill conversion

Support for education and 90-day fill conversion

Email Triage

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

Digital Consent

Ability for Borrowers to opt in to digital communications.

Census Transformation

Identify Census files in an inbound RFP and Transform the file to the standard format required by the Carrier and identify any issues.

Shipping status updates

Shipment status updates

Retail-to-mail conversion

Support for education and retail-to-mail conversion

Email Triage

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

Experience and Net Promoter Score (NPS) surveys

Surveying capability for experiences and NPS scoring

Schedule Appointment

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

Provider roster directory updates

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

Digital ID Card

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

Patient after hours support

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

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

Proactive Rx status notifications

Proactive Rx status notifications (fill status, issues like prior auth)

ER avoidance

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

Policy Review (KYC)

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

Medication reconciliation appointment setting

Education and scheduling of Medication Reconciliation

ER avoidance

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

Overview of pharmacy supports and services

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

Address Verification

Remind and support Borrower in securely verifying address and contact information during KYC Reviews.

First Notice of Loss (FNOL)

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

Policy Cancellation

Guide the Policy Holder through cancelling their policy.

Schedule and prep instructions for PT / OT / other visits

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

Member information updates (i.e. add dependant)

Collection of member information updates such as adding dependants, changing address, etc

90-day fill conversion

Support for education and 90-day fill conversion

Appointment setting for preventive care screenings and visits

Proactive provider appointment reminders with the ability to reschedule rather than no show (any provider type)

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

Transition of Care Support Readmission Avoidance

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

Persistency of Benefits

Collect Member's bank details and payment information to ensure that Group Insurance coverage transitions to Individual coverage after employment ends.

Waitlisting

Proactive notifications of appointment availability for patients on wait lists

Retail-to-mail conversion

Support for education and retail-to-mail conversion

Brand-to-generic conversion

Support for education and brand to generic fill conversion

Extraction (Basic Life)

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

Refill reminders and ordering facilitation

Refill reminders and ordering facilitation (including payment capture)

Adult preventative wellness

Ongong adult preventative wellness education, appointment setting and other actions

HIPAA Release

Securely upload a signed HIPAA release form from the Claimant.

Timely notifications to meet regulatory requirements

Ability to send notifications to members more timely to meet regulatory timing requirements

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)

Member after hours support

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

Appointment scheduling, reminders and rescheduling

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

Benefits Education

Answer policy holder questions on Plan benefits, coverage, and eligibility.

Policy Review (KYC)

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

Adult Preventative Wellness

Ongong adult preventative wellness education, appointment setting and other actions

Delivery Confirmation

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

Redetermination journey support (Medicaid)

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

Digital consent

Ability for members to opt in to digital communications

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

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

SDOH Resources (transportation, food)

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

Appeal filing and updates

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

Workplace Accommodations

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

Borrower After hours Support

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

Enrollment in mail order program and Rx transfers

Education on benefits of mail order delivery and Rx transfer support

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

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)

Premium Payment

Securely accept full or partial payment of outstanding premium 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.

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.

SCRA Protection

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

Medication adherence

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

Prior authorization education and updates for transparency

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

Extraction (Voluntary Life)

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

Co-payment collection

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

Find a Provider

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

Disaster Preparedness

Proactively reach out to Policy Holders prior to a disaster, such as storm, wildfire, or flood and educate them on preparedness.

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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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