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.
Product Comparison
Support Applicants in finding 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)
Redetermination journey support (Medicaid)
Support for member retention with ongoing redetermination process education, support and services - until redetermination is complete
Confirmation of medication, immunization, DME orders / refills
Confirmation of medication, immunization, DME orders / refills
Shipping status updates
Shipment status updates
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
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
Records transfer paperwork
Completion of forms and e-signing records transfer paperwork
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
Member contact information collection / updates
Collection of cross-channel member contact information to support better communications
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 Status
Provide Member with the current status of a payment on a Claim.
Shipping status updates
Shipment status updates
Post-visit check-in and follow-up details / instructions
Sharing of pre visit instructions with ability to automate answers to inquiries
SDOH Resources (transportation, food)
Support for understanding and accessing SDOH resources such as nutrition, transportation
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Appointment reminder and rescheduling
Member appointment reminders for care management, provider appointments (any type), home health visits and more
Prior authorization education and updates for transparency
Ability for patients 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.
Profile Updates
Update Member information and contact preferences.
Trailing Documents
Remind and support Applicant in securely uploading required supporting documents post Application.
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
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
Digital consent
Ability for members to opt in to digital communications
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Prior authorization education and updates for transparency
Ability for patients to receive push notices for, or make inquiries about, prior authorization status
Brand-to-generic conversion
Support for education and brand to generic fill conversion
Preventative wellness
Education and appointment setting for preventative wellness medications, immunizations and tests
Support for shipping / delivery issues, returns and reshipment
Support for shipping / delivery issues, returns and reshipment
90-day fill conversion
Support for education and 90-day fill conversion
Vaccination reminders, education, appointment scheduling, and paperwork
Support for shipping / delivery issues, returns and reshipment
Support for shipping / delivery issues, returns and reshipment
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-discharge information / education
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
First Notice of Loss (FNOL)
Guide the Policy Holder through reporting a loss and filing a Claim.
Click-to-call or chat to speak to pharmacy staff member
Click-to-call or chat to speak to pharmacy staff member when needed
Balance Inquiry
Provide Borrower with details of the current balance on their account.
Sales appointment setting and reminders
Member appointment setting with service or sales agents in support of their buying process
Policy Review (KYC)
Remind and support Policy Holder in securely uploading required supporting KYC documents during Policy Review.
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
Pediatric Preventative Wellness
Ongoing pediatric preventative wellness education, appointment setting and other actions
Claim status, adjudication and payment updates
Ability for providers to inquire about claim status, adjudication and payments
Retail-to-mail conversion
Support for education and retail-to-mail conversion
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.
Review and e-sign new patient paperwork
Support for review and e-signature for new patient paperwork
Waitlisting
Proactive notifications of appointment availability for patients on wait lists
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Member contact information collection / updates
Collection of cross-channel member contact information to support better communications
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Claims status
Ability for members to receive push notices for, or make inquiries about, claims status
Notification of lab and test results
Sharing of lab tests and results
Traditional app and portal registration support
Support for member app download and app and portal initial registration
Member after hours support
Accurate, secure and compliant AI Agent member 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...)
Shopper plan compare support
Member support in finding a health insurance plan that best fits their needs
Annual Wellness Visit (AWV) outreach and scheduling
Education and appointment setting support for Annual Wellness Visits (AWV) with appointment reminders and reschedules
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
90-day fill conversion
Support for education and 90-day fill conversion
Traditional app and portal registration support
Support for member app download and app and portal initial registration
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
Shipping status updates
Shipment status updates
Sales appointment setting and reminders
Member appointment setting with service or sales agents in support of their buying process
Policy Review (KYC)
Remind and support Member in securely uploading required supporting KYC documents during Policy Review.
Policyholder After hours Support
Accurate, secure and compliant AI Agent Policy Holder inquiry and task completion support 24x7
Maternal health navigation
Support for full maternity journeys with education, appointment setting, wellness and more
Appointment scheduling, reminders and rescheduling
Support for finding an in network provider and setting appointment via click-to-call or scheduling system integration
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
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
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.
Preventative wellness actions and care gap closure
Education, navigation support and appointment setting for any preventative wellness care gap (immunizations, cancer screenings)
Find a Provider
Patient support in finding in network doctors (of any type) that best fit their needs
Make Payment
Securely accept full or partial payment of outstanding installment amount.
Financial Health Education
Support Borrowers with advice, reminders, and empathy to guide them towards financially healthy payment behavior.
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.
Bill pay - payment capture
Bill delivery with safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Vaccination outreach and scheduling
Education and appointment setting support for Vaccination with appointment reminders and reschedules
Digital Consent
Ability for Members to opt in to digital communications.
Address Verification
Remind and support Borrower in securely verifying address and contact information during KYC Reviews.
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
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Transition of care support
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Loan Modification
Proactively reach out to delinquent Borrowers to educate them on eligible Loan Modification options available and support their decision.
Supporting Documents
Remind and support Claimant in securely uploading required supporting documents for a Claim.
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Certificate of Insurance (COI)
Respond to Policy Holder requests for copies of Certificate of Insurance (COI) with secure delivery of documents.
Care appointment reminders
Proactive care and provider appointment reminders with the ability to reschedule rather than no show (any provider type)
Co-payment collection
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Adult preventative wellness
Ongong adult preventative wellness education, appointment setting and other actions
Appointment setting for preventive care screenings and visits
Proactive provider appointment reminders with the ability to reschedule rather than no show (any provider type)
Chronic condition care navigation
Education, care management, navigation support and appointment setting for any chronic condition (diabetes, CKD...)
Click-to-call or chat to speak to pharmacy staff member
Click-to-call or chat to speak to pharmacy staff member when needed
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
Medication (Rx) reconciliation
Education and scheduling of Medication Reconciliation
Payment Status
Provide Member with the current status of a payment on a Claim.
Explanation of Benefits (EOB) notices and education
Education and notices on Explanation of Benefits (EOB)
Benefit awareness and literacy
Support for member education on benefits and how to utilize them throughout the plan year
Care education (preventative care)
Notifications to educate on the importance of adult and pediatric preventative care, related appointment setting
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.
