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.
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Enrollment in mail order program and Rx transfers
Education on benefits of mail order delivery and Rx transfer support
Vaccination reminders, education, appointment scheduling, and paperwork
Vaccination outreach and scheduling
Education and appointment setting support for Vaccination with appointment reminders and reschedules
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.
Transition of care support
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Medication reconciliation
Education and scheduling of Medication Reconciliation appointments
Post-visit check-in and follow-up details / instructions
Sharing of pre visit instructions with ability to automate answers to inquiries
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Loan Modification
Proactively reach out to delinquent Borrowers to educate them on eligible Loan Modification options available and support their decision.
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
Annual Wellness Visit (AWV) outreach and scheduling
Education and appointment setting support for Annual Wellness Visits (AWV) with appointment reminders and reschedules
Retail-to-mail conversion
Support for education and retail-to-mail conversion
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)
Payment capture
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Behavioral Health care management and navigation
Year-round support for members with Behavioral Health conditions - including education, wellness, care gap closure, appointment setting
Product Comparison
Support Applicants in finding Insurance Plan options that best fit their needs.
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
Policy Review (KYC)
Remind and support Policy Holder in securely uploading required supporting KYC documents during Policy Review.
Eligibility of Insurability (EOI)
Guide the new Member through a dynamic set of questions to determine their eligibiity for Insurance.
Click-to-call or chat to speak to pharmacy staff member
Click-to-call or chat to speak to pharmacy staff member when needed
Member contact information collection / updates
Collection of cross-channel member contact information to support better communications
Disaster Preparedness
Proactively reach out to Policy Holders prior to a disaster, such as storm, wildfire, or flood and educate them on preparedness.
Trailing Documents
Remind and support Applicant in securely uploading required supporting documents post Application.
Prior authorization education and updates for transparency
Ability for patients to receive push notices for, or make inquiries about, prior authorization status
Claim Status
Provide Policy Holder with the current status of a Claim.
Proactive member out of pocket notifications
Proactive member out of pocket notifications – with support for “price shocks”
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Policy Renewal
Guide the Policy Holder through renewing their policy.
Click-to-call or chat to speak with Care Manager
Click-to-call or chat to speak to Care Manager / Navigator when needed
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Follow-up appointment scheduling
Patient appointment setting support with reminders and ability to reschedule
Prior authorization education and updates for transparency
Ability for patients to receive push notices for, or make inquiries about, prior authorization status
Update Beneficiaries
Update Beneficiaries and respond to major life events to ensure Policy Holder's benefits are paid to intended individuals.
Care Management connectivity
Notifications to educate on the importance of Care Management and set appointments
Cost transparency and cost relief
Education on cost tranparency and cost relief options
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
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Pediatric Preventative Wellness
Ongoing pediatric preventative wellness education, appointment setting and other actions
SDOH Resources (transportation, food)
Support for understanding and accessing SDOH resources such as nutrition, transportation
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
Debt Management Plan
Proactively reach out to delinquent Borrowers to educate them on eligible Debt Management Plan options available and support their decision.
Review and e-sign new patient paperwork
Support for review and e-signature for new patient paperwork
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)
Digital Consent
Ability for Members to opt in to digital communications.
Care appointment reminders
Proactive care and provider appointment reminders with the ability to reschedule rather than no show (any provider type)
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Proactive Rx status notifications
Proactive Rx status notifications (fill status, issues like prior auth)
Shipping status updates
Shipment status updates
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
Make Payment
Securely accept full or partial payment of outstanding installment amount.
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Product Comparison
Support for Applicants to find Insurance Plan options that best fit their needs.
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
Persistency of Benefits
Collect Member's bank details and payment information to ensure that Group Insurance coverage transitions to Individual coverage after employment ends.
Extraction (Hospital Indemnity)
Extract Hospital Indemnity related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Return to Work
Confirm Claimant's Return to Work date as well as any supporting documentation from the doctor.
Retail, mail order, 90-day medication refills
Support medication adherence with retail, mail order and 90-day refill request support
Extraction (Vision)
Extract Vision related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Refill reminders and ordering facilitation
Refill reminders and ordering facilitation (including payment capture)
Provider appointment setting and reminders
Patient appointment setting support with reminders and ability to reschedule
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.
