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.

Benefitfocus

AI Agents That Deliver Better CX — Built on Trust

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increase in CSAT score
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Outbound calls eliminated
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Automated Resolution rate
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ROI on AI investment

Trust-Native Architecture

Built with trust, security and compliance engineered into the platform core–not layered on later.
Security & Compliance
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Governance

Built-in governance embeds guardrails, policy enforcement, and human oversight directly into AI execution.

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Observability

Maintain real-time visibility into agent behavior, reasoning, and performance.

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Auditability

Replay conversations end to end and generate regulator-ready records on demand.

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Data Protection

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.

Ushur Dashboard screen
Illustration showing ushur's omnichannel capability
Ushur Studio screen preview
Ushur Insights screen

Inbound and Outbound

Compliant, end-to-end customer engagement that proactively connects, resolves, and preserves context.

Omnichannel Continuity

Engage across SMS, email, voice, and web in one persistent, compliant interaction thread.

Built for Business Speed

A purpose-built orchestration environment designed for business users to bring journeys to life quickly.

Actionable Insights

Understand behavior, measure performance, and maintain audit-ready visibility with built-in compliance controls.

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.

Company Type:
Health Payer
Provider
PBM
Pharmacy
LA&H
P&C
Consumer Lending
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Journey:
Acquisition
Retention
Member Service
Population Health & Quality
Claims & Administrative
Provider Service
Pre Visit
During Visit
Post Visit
Population Health & Quality
New Member Onboarding & Welcome
Member Service
Population Health & Quality
Mail Order Enrollment & Fulfillment
Claims and Administrative
New Member Onboarding & Welcome
Member Service
Population Health & Quality
Mail Order Enrollment & Fulfillment
Claims and Administrative
Group Quote Intake
Group Onboarding
Individual Acquisition
Member Service
Claims
Absence Management
Acquisition
Policyholder Service
Claims
Loan Originations
KYC and Onboarding
Loan Servicing
Loss Mitigation

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...)

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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.

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