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.
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
Member information updates
Member information updates – including cross-channel contact details and change of insurance
Digital consent
Ability for members to opt in to digital communications
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
Payment Status
Provide Member with the current status of a payment on a Claim.
Paperless Statements
Ability for Borrowers to opt in to digital delivery of Statements.
Supporting Documents
Remind and support Claimant in securely uploading required supporting documents for a Claim.
Weight loss support
Support for eating well, exercising as well as weight loss medications like GLP1
Eligibility & benefits verification
Ability for providers and pharmacies to perform eligibilty and benefits verification at the member level
Health Risk Assessment HRA surveys
Full Health Risk / Needs Survey completion with feeds to core systems for follow-up
Sales appointment setting and reminders
Member appointment setting with service or sales agents in support of their buying process
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.
Extraction (Basic Life)
Extract Basic Life related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Medication adherence
Understand root causes of medication non-adherence and overcome them
SDOH Resources (transportation, food)
Support for understanding and accessing SDOH resources such as nutrition, transportation
Payment Status
Provide Borrower with the current status of a payment made to their account.
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
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
Care education (chronic condition management)
Notifications to educate on the importance of chronic condition management, related appointment setting
First Notice of Loss
Guide the Claimant through the process of reporting the death of a Policy Holder and filing a Claim.
Site of care guidance (wayfinding)
Support for appropriate site of care with appointment setting
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.
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Benefits Education
Answer Member questions on Plan benefits, coverage, and eligibility.
Payment Status
Provide Policy Holder with the current status of a payment on a Claim.
Care plan adherence
Notifications to educate on the importance of care plan adherence, related appointment setting
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
Delivery Confirmation
Collect detailed delivery information, hospital discharge summaries from the Claimant to trigger benefits.
First Notice of Loss (FNOL)
Guide the Policy Holder through reporting a loss and filing a Claim.
Cost transparency (Good Faith Estimate)
Providing out of pocket cost transparency via Good Faith Estimates
Medication refills and reminders
Sharing of medication refills and reminders with ability to capture and overcome reasons for non adherence
Vaccination reminders, education, appointment scheduling, and paperwork
Chronic Condition Care Gap Closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Extraction (Dental)
Extract Dental related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Shopper plan compare support
Member support in finding a health insurance plan that best fits their needs
Claim status, adjudication and payment updates
Ability for providers to inquire about claim status, adjudication and payments
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 Kidney Disease CKD care management and navigation
Year-round support for members with Chronic Kidney Disease - including education, wellness, care gap closure, appointment setting
Overview of pharmacy supports and services
Overview of pharmacy support and services and population health and quality programs
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.
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.
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
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Musculoskeletal (MSK) care management and navigation
Year-round support for members with Musculoskeletal conditions - including education, wellness, care gap closure, appointment setting
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
Profile Updates
Update Borrower information and contact preferences.
Ongoing website, portal, & app adoption and utilization
Support for member ongoing utilization of website, traditional apps and portals
Live Member Service chats and warm call transfers
Ability for service representatives to chat within Ushur journeys, and to warm call transfer to them
Cost transparency and cost relief
Education on cost tranparency and cost relief options
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.
Clinical guideline requests and inquiries
Ability for providers to request clinical guidelines
Ongoing website, portal, & app adoption and utilization
Support for member ongoing utilization of website, traditional apps and portals
Support for shipping / delivery issues, returns and reshipment
Support for shipping / delivery issues, returns and reshipment
ER avoidance
Education on when to use sites of care that are alternatives to the ER (telehealth, urgent care)
Redetermination journey support (Medicaid)
Support for member retention with ongoing redetermination process education, support and services - until redetermination is complete
Member After hours Support
Accurate, secure and compliant AI Member inquiry and task completion support 24x7
Digital ID card delivery
Delivery of member ID cards digitally
Medication reconciliation
Education and scheduling of Medication Reconciliation appointments
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
Product Comparison
Support for Applicants to find Lending options that best fits their needs.
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)
New member welcome
New member welcome, overview of PBM supports and services, info gathering / sharing (including insurance ID card capture)
Patient questionnaire automation
Capture of patient information updates and support for review and e-signature for new patient paperwork
Records transfer paperwork
Completion of forms and e-signing records transfer paperwork
Policyholder After hours Support
Accurate, secure and compliant AI Agent Policy Holder inquiry and task completion support 24x7
Renewal education and reminders
Support for member retention with renewal education and reminders
Eligibility and Out of Pocket Cost (OOP) verification
Ability for members to inquire about eligibility and verify out of pocket costs
Certificate of Insurance (COI)
Respond to Policy Holder requests for copies of Certificate of Insurance (COI) with secure delivery of documents.
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
Brand-to-generic conversion
Support for education and brand to generic fill conversion
New member welcome
New member welcome, overview of PBM supports and services, info gathering / sharing (including insurance ID card capture)
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
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.
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
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
Community meeting invitations
Proactive invitations and RSVPs for community events and meetings (virtual and in person)
Hospital discharge 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
Trailing Documents
Remind and support Applicant in securely uploading required supporting documents post Application.
Profile Updates
Update Member information and contact preferences.
Shipping status updates
Shipment status updates
Issues and Complaints
Proactively detect issues and escalate them as tickets to reduce complaints and improve satisfaction.
Overview of PBM supports and services
Overview of PBM support and services and population health and quality programs
Preventative wellness
Education and appointment setting for preventative wellness medications, immunizations and tests
Cancer Screening outreach and scheduling
Education and appointment setting support for Cancer Screening with appointment reminders and reschedules
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Digital Consent
Ability for Policy Holders to opt in to digital communications.
Grievance filing and updates
Ability for members to understand and file Grievances, and receive status updates
Digital ID Card
Securely deliver a digital copy of Policy Holder's Insurance ID Card upon request.
Benefits Education
Answer policy holder questions on Plan benefits, coverage, and eligibility.
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.
Explanation of Benefits (EOB) notices and education
Education and notices on Explanation of Benefits (EOB)
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Patient after hours support
Accurate, secure and compliant AI Agent patient inquiry and task completion support 24x7
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
Workplace Accommodations
Educate the Member on available workplace acommodations, reduced hours, and reassignment programs available through their employer.
Confirmation of medication, immunization, DME orders / refills
Confirmation of medication, immunization, DME orders / refills
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
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.




















