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.
Update Beneficiaries
Update Beneficiaries and respond to major life events to ensure Member's benefits are paid to intended individuals.
Appointment scheduling, reminders and rescheduling (any provider type)
Patient appointment setting support with reminders and ability to reschedule
Policy Cancellation
Guide the Policy Holder through cancelling their policy.
Product Comparison
Support for Applicants to find Lending options that best fits their needs.
Appeal filing and updates
Ability for members to understand and file Appeals, and receive status updates
Cancer Screening outreach and scheduling
Education and appointment setting support for Cancer Screening with appointment reminders and reschedules
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.
Disaster Preparedness
Proactively reach out to Policy Holders prior to a disaster, such as storm, wildfire, or flood and educate them on preparedness.
Claim Status
Provide Member with the current status of a Claim.
Member ID card and driver's license digital collection
Safe and secure collection of member ID card(s), driver's license images
Medication adherence
Understand root causes of medication non-adherence and overcome them
Prior authorization education and updates for transparency
Ability for patients to receive push notices for, or make inquiries about, prior authorization status
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
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
Weight loss support
Support for eating well, exercising as well as weight loss medications like GLP1
Appointment setting for preventive care screenings and visits
Proactive provider appointment reminders with the ability to reschedule rather than no show (any provider type)
Hospital discharge support
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Traditional app and portal registration support
Support for member app download and app and portal initial registration
Proactive member out of pocket notifications
Proactive member out of pocket notifications – with support for “price shocks”
Brand-to-generic conversion
Support for education and brand to generic fill conversion
First Notice of Injury
Guide the Claimant through reporting an injury and filing a Claim.
Profile Updates
Update Member information and contact preferences.
Preventative wellness actions and care gap closure
Education, navigation support and appointment setting for any preventative wellness care gap (immunizations, cancer screenings)
Digital ID Card
Securely deliver a digital copy of Policy Holder's Insurance ID Card upon request.
Shipping status updates
Shipment status updates
Support for shipping / delivery issues, returns and reshipment
Support for shipping / delivery issues, returns and reshipment
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.
Financial Health Education
Support Borrowers with advice, reminders, and empathy to guide them towards financially healthy payment behavior.
Update Beneficiaries
Update Beneficiaries and respond to major life events to ensure Policy Holder's benefits are paid to intended individuals.
Trailing Documents
Remind and support Applicant in securely uploading required supporting documents post Application.
Care education (chronic condition management)
Notifications to educate on the importance of chronic condition management, related appointment setting
Digital ID Card
Securely deliver a digital copy of Member's Insurance ID Card upon request.
Find a Provider
Patient support in finding in network doctors (of any type) that best fit their needs
Proactive Rx status notifications
Proactive Rx status notifications (fill status, issues like prior auth)
Policy Renewal
Guide the Policy Holder through renewing their policy.
Ongoing website, portal, & app adoption and utilization
Support for member ongoing utilization of website, traditional apps and portals
Extraction (Voluntary Life)
Extract Voluntary Life related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Fall prevention education and action
Education and connectivity to support resources for fall prevention (movement, home safety...)
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
Live Member Service chats and warm call transfers
Ability for service representatives to chat within Ushur journeys, and to warm call transfer to them
Certificate of Insurance (COI)
Respond to Policy Holder requests for copies of Certificate of Insurance (COI) with secure delivery of documents.
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.
Payment Status
Provide Member with the current status of a payment on a Claim.
Post-visit check-in and follow-up details / instructions
Sharing of pre visit instructions with ability to automate answers to inquiries
New patient welcome and information gathering
Patient education on provider and information and documentation completion
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Paperless Statements
Ability for Borrowers to opt in to digital delivery of Statements.
Policy Review (KYC)
Remind and support Policy Holder in securely uploading required supporting KYC documents during Policy Review.
Pre visit preparation instructions
Sharing of pre visit preparation 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
Medication reconciliation
Education and scheduling of Medication Reconciliation appointments
Profile Updates
Update Policy Holder information and contact preferences.
Benefits Education
Answer policy holder questions on Plan benefits, coverage, and eligibility.
Extraction (Accidental Death & Dismemberment)
Extract Accidental Death and Dismemberment 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
Cost transparency (Good Faith Estimate)
Providing out of pocket cost transparency via Good Faith Estimates
Medication reconciliation appointment setting
Education and scheduling of Medication Reconciliation
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)
Make Payment
Securely accept full or partial payment of outstanding installment amount.
Member information updates
Member information updates – including cross-channel contact details and change of insurance
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Supporting Documents
Remind and support Claimant in securely uploading required supporting documents for a Claim.
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Preventative Wellness Care Gap Closure
Education, navigation support and appointment setting for any preventative wellness care gap (immunizations, cancer screenings)
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Product Comparison
Support for Applicants to find Insurance Plan options that best fit their needs.
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 (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.
Prior authorization communications and intake
Ability for providers and pharmacies to perform prior authorization inquiries, submit forms and information, and receive status updates
Redetermination journey support (Medicaid)
Support for member retention with ongoing redetermination process education, support and services - until redetermination is complete
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Profile Updates
Update Borrower information and contact preferences.
Co-payment collection
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Shipping status updates
Shipment status updates
Site of care guidance (wayfinding)
Support for appropriate site of care with appointment setting
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.
Sales appointment setting and reminders
Member appointment setting with service or sales agents in support of their buying process
Workplace Accommodations
Educate the Member on available workplace acommodations, reduced hours, and reassignment programs available through their employer.
Review and e-sign new patient paperwork
Support for review and e-signature for new patient paperwork
Transition of care support
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Digital Consent
Ability for Members to opt in to digital communications.
Debt Management Plan
Proactively reach out to delinquent Borrowers to educate them on eligible Debt Management Plan options available and support their decision.
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
Sales appointment setting and reminders
Member appointment setting with service or sales agents in support of their buying process
Clinical guideline requests and inquiries
Ability for providers to request clinical guidelines
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
New member welcome
New member welcome, overview of PBM supports and services, info gathering / sharing (including insurance ID card capture)
Digital consent
Ability for members to opt in to digital communications
Medication (Rx) reconciliation
Education and scheduling of Medication Reconciliation
Support for shipping / delivery issues, returns and reshipment
Support for shipping / delivery issues, returns and reshipment
Medication reconciliation
Education and scheduling of Medication Reconciliation appointments
Appointment scheduling, reminders and rescheduling
Support for finding an in network provider and setting appointment via click-to-call or scheduling system integration
Trailing Documents
Remind and support Applicant in securely uploading required supporting documents post Application.
Overview of PBM supports and services
Overview of PBM support and services and population health and quality programs
Issues and Complaints
Proactively detect issues and escalate them as tickets to reduce complaints and improve satisfaction.
Follow-up appointment scheduling
Patient appointment setting support with reminders and ability to reschedule
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
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.
