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.
First Notice of Loss
Guide the Claimant through the process of reporting the death of a Policy Holder and filing a Claim.
Supporting Documents
Remind and support Claimant in securely uploading required supporting documents for a Claim.
Adult Preventative Wellness
Ongong adult preventative wellness education, appointment setting and other actions
Member information updates (i.e. add dependant)
Collection of member information updates such as adding dependants, changing address, etc
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...)
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.
Prior authorization communications and intake
Ability for providers and pharmacies to perform prior authorization inquiries, submit forms and information, and receive status updates
Extraction (Hospital Indemnity)
Extract Hospital Indemnity 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 sales representative
Ability for service or sales representatives to chat within Ushur journeys, and to warm call transfer to them
Policy Cancellation
Guide the Policy Holder through cancelling their policy.
Claim Status
Provide Policy Holder with the current status of a Claim.
Notification of lab and test results
Sharing of lab tests and results
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
Post-discharge information / education
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
First Notice of Loss (FNOL)
Guide the Policy Holder through reporting a loss and filing a Claim.
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
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
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
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.
Product Comparison
Support for Applicants to find Lending options that best fits their needs.
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Transition of care support
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Eligibility & benefits verification
Ability for providers and pharmacies to perform eligibilty and benefits verification at the member level
Certificate of Insurance (COI)
Respond to Policy Holder requests for copies of Certificate of Insurance (COI) with secure delivery of documents.
Product Comparison
Support Applicants in finding Insurance Plan options that best fit their needs.
Extraction (Voluntary Life)
Extract Voluntary Life 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 sales representative
Ability for service or sales representatives to chat within Ushur journeys, and to warm call transfer to them
Click-to-call or chat to speak to pharmacy staff member
Click-to-call or chat to speak to pharmacy staff member when needed
Disaster Preparedness
Proactively reach out to Policy Holders prior to a disaster, such as storm, wildfire, or flood and educate them on preparedness.
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)
Post-visit check-in and follow-up details / instructions
Sharing of pre visit instructions with ability to automate answers to inquiries
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
Review and e-sign new patient paperwork
Support for review and e-signature for new patient paperwork
Weight loss support
Support for eating well, exercising as well as weight loss medications like GLP1
Preventative wellness actions and care gap closure
Education, navigation support and appointment setting for any preventative wellness care gap (immunizations, cancer screenings)
Co-payment collection
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Member ID card and driver's license digital collection
Safe and secure collection of member ID card(s), driver's license images
Extraction (Basic Life)
Extract Basic Life 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 other clinical staff member
Click-to-call or chat to speak to other clinical staff member when needed
Medication reconciliation
Education and scheduling of Medication Reconciliation appointments
Health Risk Assessment HRA surveys
Full Health Risk / Needs Survey completion with feeds to core systems for follow-up
Member contact information collection / updates
Collection of cross-channel member contact information to support better communications
Overview of pharmacy supports and services
Overview of pharmacy support and services and population health and quality programs
ER avoidance
Education on when to use sites of care that are alternatives to the ER (telehealth, urgent care)
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Cost transparency and cost relief
Education on cost tranparency and cost relief options
Social Determinant of Health SDOH surveys
Social Determinant of Health SDOH survey completion with feeds to core systems for follow-up
Hospital discharge support
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Update Beneficiaries
Update Beneficiaries and respond to major life events to ensure Member's benefits are paid to intended individuals.
Respiratory Care care management and navigation (COPD, Asthma)
Year-round support for members with Respiratory Disease - including education, wellness, care gap closure, appointment setting
Brand-to-generic conversion
Support for education and brand to generic fill conversion
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Provider appointment setting and reminders
Patient appointment setting support with reminders and ability to reschedule
Live Member Service chats and warm call transfers
Ability for service representatives to chat within Ushur journeys, and to warm call transfer to them
Medication reconciliation
Education and scheduling of Medication Reconciliation appointments
Refill reminders and ordering facilitation
Refill reminders and ordering facilitation (including payment capture)
Proactive member out of pocket notifications
Proactive member out of pocket notifications – with support for “price shocks”
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
Delivery Confirmation
Collect detailed delivery information, hospital discharge summaries from the Claimant to trigger benefits.
Make Payment
Securely accept full or partial payment of outstanding installment amount.
Payment capture
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Cancer Screening outreach and scheduling
Education and appointment setting support for Cancer Screening with appointment reminders and reschedules
Digital ID Card
Securely deliver a digital copy of Member's Insurance ID Card upon request.
Member contact information collection / updates
Collection of cross-channel member contact information to support better communications
Payment capture
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
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
Pediatric preventative wellness
Ongoing pediatric preventative wellness education, appointment setting and other actions
Policy Renewal
Guide the Policy Holder through renewing their policy.
Find a Provider
Patient support in finding in network doctors (of any type) that best fit their needs
Member information updates
Member information updates – including cross-channel contact details and change of insurance
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.
Policy Reinstatement
Guide the Policy Holder through re-instating a lapsed policy.
ER avoidance
Education on when to use sites of care that are alternatives to the ER (telehealth, urgent care)
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Ongoing website, portal, & app adoption and utilization
Support for member ongoing utilization of website, traditional apps and portals
Provider roster directory updates
Ability for any provider to update their roster information for provider directory accuracy
Traditional app and portal registration support
Support for member app download and app and portal initial registration
Fall prevention education and action
Education and connectivity to support resources for fall prevention (movement, home safety...)
Appointment scheduling, reminders and rescheduling (any provider type)
Patient appointment setting support with reminders and ability to reschedule
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
Patient after hours support
Accurate, secure and compliant AI Agent patient inquiry and task completion support 24x7
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
First Notice of Injury
Guide the Claimant through reporting an injury and filing a Claim.
Surgery Confirmation
Collect detailed surgical information, including operative reports, discharge summaries, and post-operative recovery plans from the Claimant.
Profile Updates
Update Policy Holder information and contact preferences.
Appointment reminder and rescheduling
Member appointment reminders for care management, provider appointments (any type), home health visits and more
Waitlisting
Proactive notifications of appointment availability for patients on wait lists
Payoff Request
Guide Borrower through requesting an official Payoff Letter for their loan.
Care appointment reminders
Proactive care and provider appointment reminders with the ability to reschedule rather than no show (any provider type)
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
Records transfer paperwork
Completion of forms and e-signing records transfer paperwork
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.
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
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.
