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.
Follow-up appointment scheduling
Patient appointment setting support with reminders and ability to reschedule
Incontinence education and support
Education and connectivity to support resources for incontenence
Transition of care support
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
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.
Payment capture
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Member After hours Support
Accurate, secure and compliant AI Member inquiry and task completion support 24x7
Fall prevention education and action
Education and connectivity to support resources for fall prevention (movement, home safety...)
Paperless Statements
Ability for Borrowers to opt in to digital delivery of Statements.
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.
Member information updates
Member information updates – including cross-channel contact details and change of insurance
Find a Provider
Patient support in finding in network doctors (of any type) that best fit their needs
Benefit awareness and literacy
Support for member education on benefits and how to utilize them throughout the plan year
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 sales representative
Ability for service or sales representatives to chat within Ushur journeys, and to warm call transfer to them
Debt Management Plan
Proactively reach out to delinquent Borrowers to educate them on eligible Debt Management Plan options available and support their decision.
Medication reconciliation appointment setting
Education and scheduling of Medication Reconciliation
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
Appointment scheduling, reminders and rescheduling (any provider type)
Patient appointment setting support with reminders and ability to reschedule
Digital Consent
Ability for Members to opt in to digital communications.
Payoff Request
Guide Borrower through requesting an official Payoff Letter for their loan.
Transition of Care Support Readmission Avoidance
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Find a Primary Care doctor or Pediatrician
Support for finding a primary care doctor or pediatrician in network and setting appointment via click-to-call
Address Verification
Remind and support Borrower in securely verifying address and contact information during KYC Reviews.
Cost transparency (Good Faith Estimate)
Providing out of pocket cost transparency via Good Faith Estimates
Member contact information collection / updates
Collection of cross-channel member contact information to support better communications
Musculoskeletal (MSK) care management and navigation
Year-round support for members with Musculoskeletal conditions - including education, wellness, care gap closure, appointment setting
Sales appointment setting and reminders
Member appointment setting with service or sales agents in support of their buying process
Trailing Documents
Remind and support Applicant in securely uploading required supporting documents post Application.
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Post-discharge information / education
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Payment capture
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Payment Status
Provide Member with the current status of a payment on a Claim.
Post Disaster Outreach
Proactively reach out to Policy Holders after a Disaster, such as storm, wildfire, or flood to connect them to required services and relief, and to file any Claims if required.
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
SCRA Protection
Securely collect proof of Active Duty Servicemembers in order to trigger financial protections.
Loan Modification
Proactively reach out to delinquent Borrowers to educate them on eligible Loan Modification options available and support their decision.
Digital Consent
Ability for Policy Holders to opt in to digital communications.
Profile Updates
Update Member information and contact preferences.
Patient after hours support
Accurate, secure and compliant AI Agent patient inquiry and task completion support 24x7
Medication reconciliation
Education and scheduling of Medication Reconciliation appointments
Policy Review (KYC)
Remind and support Policy Holder in securely uploading required supporting KYC documents during Policy Review.
Medication (Rx) reconciliation
Education and scheduling of Medication Reconciliation
Trailing Documents
Remind and support Applicant in securely uploading required supporting documents post Application.
Vaccination reminders, education, appointment scheduling, and paperwork
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.
Trailing Documents
Remind and support Applicant in securely uploading required supporting documents post Application.
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Update Beneficiaries
Update Beneficiaries and respond to major life events to ensure Member's benefits are paid to intended individuals.
Extraction (Hospital Indemnity)
Extract Hospital Indemnity related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
First Notice of Loss (FNOL)
Guide the Policy Holder through reporting a loss and filing a Claim.
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.
Retail, mail order, 90-day medication refills
Support medication adherence with retail, mail order and 90-day refill request support
Claim Status
Provide Policy Holder with the current status of a Claim.
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
90-day fill conversion
Support for education and 90-day fill conversion
Supporting Documents
Remind and support Member in securely uploading required supporting documents for a Claim.
Claim status, adjudication and payment updates
Ability for providers to inquire about claim status, adjudication and payments
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
Member ID card and driver's license digital collection
Safe and secure collection of member ID card(s), driver's license images
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
Digital ID Card
Securely deliver a digital copy of Member's Insurance ID Card upon request.
Patient questionnaire automation
Capture of patient information updates and support for review and e-signature for new patient paperwork
Adult preventative wellness
Ongong adult preventative wellness education, appointment setting and other actions
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Traditional app and portal registration support
Support for member app download and app and portal initial registration
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
Maternal health navigation
Support for full maternity journeys with education, appointment setting, wellness and more
Click-to-call or chat to speak to pharmacy staff member
Click-to-call or chat to speak to pharmacy staff member when needed
Digital Consent
Ability for Borrowers to opt in to digital communications.
Vaccination outreach and scheduling
Education and appointment setting support for Vaccination with appointment reminders and reschedules
Adult Preventative Wellness
Ongong adult preventative wellness education, appointment setting and other actions
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)
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.
Product Comparison
Support Applicants in finding Insurance Plan options that best fit their needs.
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Policy Review (KYC)
Remind and support Member in securely uploading required supporting KYC documents during Policy Review.
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
Preventative wellness
Education and appointment setting for preventative wellness medications, immunizations and tests
Payment Status
Provide Member with the current status of a payment on a Claim.
Community meeting invitations
Proactive invitations and RSVPs for community events and meetings (virtual and in person)
Pediatric preventative wellness
Ongoing pediatric preventative wellness education, appointment setting and other actions
Shipping status updates
Shipment status updates
Bill pay - payment capture
Bill delivery with safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Annual Wellness Visit (AWV) outreach and scheduling
Education and appointment setting support for Annual Wellness Visits (AWV) with appointment reminders and reschedules
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.
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
Retail-to-mail conversion
Support for education and retail-to-mail conversion
New member welcome
New member welcome, overview of PBM supports and services, info gathering / sharing (including insurance ID card capture)
Review and e-sign new patient paperwork
Support for review and e-signature for new patient paperwork
Benefits Education
Answer policy holder questions on Plan benefits, coverage, and eligibility.
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 with Care Manager
Click-to-call or chat to speak to Care Manager / Navigator when needed
Care education (preventative care)
Notifications to educate on the importance of adult and pediatric preventative care, related appointment setting
Provider credentialing with Plan
Support for provider credentialing information submission and status updates
Prior authorization education and updates for transparency
Ability for patients to receive push notices for, or make inquiries about, prior authorization status
Make Payment
Securely accept full or partial payment of outstanding installment amount.
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
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)
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.
