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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increase in CSAT score
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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

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

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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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