Ushur Intelligence

Agentic, goal-oriented experiences for regulated industries

See it in action

Highlights

AI agents that act on behalf of regulated industries.

AI agents that act on behalf of regulated industries.

AI agents that act on behalf of regulated industries.

AI agents that act on behalf of regulated industries.

AI agents that act on behalf of regulated industries.

chevron-leftchevron-right
AI Agent (objective)
AI Agent (objective)
AI Agent (objective)
AI Agent (objective)
AI Agent (objective)

A New Class of AI Agents Designed to Deliver

From inbound triage to outbound outreach, Ushur AI agents take action. Built on our Agentic Experience Framework and orchestrated via our Multi-Agent System, each agent autonomously performs tasks, makes decisions, and adapts in real-time.

AI Agent chat

Built for Complexity. Designed for Scale.
Proven in the Field.

Awareness & Acquisition

Permission & Opt-in

  • Permission to contact
  • Offer opt-in for employer/patient communications
  • Digital comms opt-in

Marketing & Outreach

  • Product brochures access
  • New offering campaigns
  • Pre-enrollment outreach

Welcome Initiatives

  • New customer/member/patient welcome messaging (group, clinical trial, DME/supplies)

Referral & Recruitment

  • Referral intake automation
  • Patient recruiting for clinical trials
  • Rx/genetic testing invitations

Enrollment & Onboarding

Digital Registration

  • Digital registration/onboarding
  • Portal & app adoption/utilization

Eligibility & Verification

  • Eligibility verification (including dependent via OCR)
  • Insurance card capture/validation (patient/provider)

Documentation & IDs

  • ID card requests/distribution
  • Request EOI or forms; census-file data intake
  • New patient paperwork e-sign

Contact Data Capture

  • Request mobile number
  • Cross-channel contact info gathering
  • Employer contact confirmation

Activation & Education

Warm Greetings

  • Group/employee “warm welcome”
  • Digital “welcome” for clinical trial and Rx/genetic testing patients

Benefits & Service Literacy

  • Benefits education (ongoing)
  • Leave-program overview
  • M3P benefit literacy outreach
  • Explanation of services (AI Q&A)

Health Assessments & Surveys

  • Health Risk Assessments, SDOH, mock CAHPS, complex surveys
  • Postpartum/prenatal HRA

Onboarding Education

  • Sample order facilitation
  • Product usage training
  • Prenatal/postnatal prep education

Care Coordination & Management

Provider and Referral Support

  • Provider selection/steerage/referral management
  • Search & schedule OB/GYN
  • Specialists
  • Virtual visits

Appointments & Reminders

  • Appointment scheduling
  • Reminders
  • Rescheduling
  • Home-visit coordination
  • Transportation support

Chronic & Preventative Care

  • Wellness/chronic condition support & education
  • Preventative-care screening reminders
  • Closing gaps in care (HEDIS)
  • Care plan adherence

Pre/post-discharge engagement

  • Readmission avoidance
  • ER diversion
  • Clinical trial logistics
  • SDOH/community resource guidance

Administration & Resolution

Claims & EOB

  • Inquiries on claim status
  • EOB explanations
  • Proactive status notifications
  • Claims-status tracker

Benefit Coordination

  • Coordination of benefits
  • Commission status updates
  • Missing-info requests
  • Data collection for straight-through processing

Prior Authorizations

  • Prior auth support (medical & pharmacy)
  • PA expiration alerts
  • PA form automation

Billing & Fulfillment

  • Invoice delivery
  • EFT enrollment
  • Payment reminders
  • Bill-pay
  • Order support (shipping status, returns, damaged/lost package)

Renewal, Retention, & Loyalty

Enrollment Cycles

  • Annual /open-enrollment & AEP announcements & reminders
  • ANOC overviews
  • Renewal reminders

Cross/Up-Sell

  • Cross-sell & upsell campaigns
  • Product marketing with ordering links
  • New therapy recommendations

Rewards & Programs

  • Rewards-program communications
  • Wellness-program invites
  • Loyalty-offer reminders

Life-Event Transitions

  • Age-in/age-out notifications
  • Newborn/add-dependent prompts
  • M3P payment-plan elections

Feedback & Advocacy

Experience Survey

  • Proactive NPS/CAHPS surveys
  • CAHPS-related surveys
  • Ongoing care-experience feedback

Real-Time Escalation

  • Live-chat or click-to-call escalation to care managers
  • Pharmacy staff
  • Member Services

Behavior Analytics

  • Engagement analytics to learn & adjust communications
  • HNA/HRA follow-up tasks

Post-Interaction Check-Ins

  • Post-visit/admission check-in
  • Adverse-event reporting
  • Transportation/barrier follow-up
AI Agent (objective)
AI Agent (objective)
AI Agent (objective)
AI Agent (objective)
AI Agent (objective)
AI Agent (objective)
AI Agent (objective)

Awareness & Distribution

RFP & Quote Intake

  • Product-brochure distribution to producers, agents, brokers & employers
  • New-offering campaigns & cross-sell/up-sell promotions
  • RFP/Quote intake automation (structured & unstructured data capture)

Agent & Sponsor Onboarding

  • Sponsor/Employer onboarding outreach & license-validation requests
  • Schedule-call workflows with underwriters or brokers

Consent & Email Triage

  • SmartMail/email-triage for marketing & distribution inquiries
  • Opt-in/TCPA-compliant consent capture for digital communications

Quotation & Underwriting

Pricing & Product Selection

  • Dynamic pricing updates & AI-driven product recommendations

Risk Assessment & Underwriting

  • Underwriting outreach, risk-detail validation & decision-support

Data & Document Transformation

  • Census transformation & worksheet-to-format conversion
  • CRM pre-fill, handwriting recognition & multi-format e-signature

Quote Proposal & Follow-up

  • Automated quote-proposal generation & delivery
  • Proactive outreach for missing census/application data

Binding & Policy Issuance

Issuance Notifications

  • Policy-bind trigger alerts to customers, agents & sponsors

Document & ID Delivery

  • E-delivery of policy documents & digital ID cards

Proof & Commission

  • Certificates of insurance & proof-of-coverage dispatch
  • Commission-alert workflows for agents & brokers

Catastrophe & Loss-Prevention

  • Targeted P&C loss-prevention alerts post-bind

Onboarding & Policy Service

Digital Registration & Welcome

  • Portal/app onboarding & “warm welcome” messaging
  • New-hire or sponsor onboarding confirmations

Employer & Dependent Validation

  • Employer-contact confirmation & dependent eligibility (OCR)

Policy Change & Endorsements

  • Automated handling of policy-change/endorsement requests

Service Inquiry Management

  • Email identification, triage, reminders & service-rep call-scheduling

Billing & Payments

Invoice & Delivery

  • Automated dispatch of billing statements via email/portal

Payment Reminders & Compliance

  • Proactive outreach for upcoming/overdue premiums (incl. M3P notices)

EFT Enrollment

  • Electronic-funds-transfer sign-up & confirmation workflows

Billing Support & Audits

  • Email-triage, acknowledgment & billing-specialist call scheduling
  • Premium-audit notifications & adjustment communications

Claims Intake & Resolution

FNOL & Claim-Intake Automation

  • First-notice-of-loss and new-claim intake across channels

Email Triage & Acknowledgment

  • Automated routing & acknowledgment of claims/absence requests

Missing-Info & Document Uploads

  • Proactive requests for forms, photos, bills & certificates

E-authorizations & Pre-Auth Support

  • Pharmacy & medical prior-authorization workflows & expiration alerts

Status Updates & Disbursements

  • Claim-status notifications & direct-deposit setup communications

Adjuster Scheduling & Network Intro

  • Call-scheduling for adjusters & provider-network introductions

Renewal, Cross-Sell & Retention

Renewal & Enrollment Reminders

  • Annual/policy-renewal and open-enrollment announcements & reminders

ANOC & Benefit Education

  • Digital ANOC overviews and AI-powered FAQs

Cross-Sell & Up-Sell Campaigns

  • Targeted endorsements, new-therapy recommendations & ordering links

Audit & Premium Adjustment Notices

  • Renewal-audit findings and premium-change communications

Life-Event & Age-In/Out Notifications

  • Prompts for births, aging-into new plans, adding dependents

Loyalty & Retention Outreach

  • Targeted retention messaging, rewards-program reminders & “save-the-date” alerts
AI Agent (objective)
AI Agent (objective)
AI Agent (objective)
AI Agent (objective)
AI Agent (objective)
AI Agent (objective)
AI Agent (objective)

Awareness & Distribution

  • RFP & Quote Intake
  • Agent & Sponsor Onboarding
  • Consent & Email Triage

Quotation & Underwriting

  • Pricing & Product Selection
  • Risk Assessment & Underwriting
  • Data & Document Transformation
  • Quote Proposal & Follow-up

Policy / Contract Issuance & Onboarding

  • Origination & Onboarding* (loan-servicing slide)
  • Policy / certificate generation & delivery (common insurance slide)

Servicing & Account Management

  • Loan Servicing* (loan-servicing slide)
  • Billing & premium collection
  • Mid-term endorsements / policy changes

Claims / Loss & Benefits Administration

  • Loss Mitigation* (loan-servicing slide)
  • FNOL intake, claims doc triage
  • Status & payout communication

Renewal & Growth

  • Renewal notice & option selection
  • Cross-sell / up-sell outreach
  • Lapse-prevention campaigns
AI Agent (objective)
AI Agent (objective)
AI Agent (objective)
AI Agent (objective)
AI Agent (objective)
AI Agent (objective)
AI Agent (objective)

AI Agents Built to Serve, Support, and Simplify

Ushur Intelligence enables a new class of AI agents — purpose-built to power the workflows, journeys, and conversations that define regulated enterprises. Whether resolving service needs, coordinating complex transactions, or educating and engaging your customers, each agent is designed to deliver real outcomes, safely and at scale.

For every inquiry, intake, and resolution. These AI agents operate at the front lines of service. They triage inbound requests, answer complex questions, collect documentation, and resolve common tasks autonomously — with full context, compliance, and empathy.

AI Agent for Member Service
AI Agent for Policyholder Service
new
AI Agent for Client Service
new

Support every step of a transaction. These AI agents are built to understand, orchestrate, and complete complex, multi-step processes — whether it’s underwriting, enrollment, or post-submission processing. They coordinate between systems, agents, and people to keep things moving.

Inform, educate, and activate at scale. Designed to engage users proactively and purposefully, these agents send timely reminders, deliver policy education, and support wellness, adherence, or renewal journeys. Always contextual. Always compliant.

AI Agent (objective)
AI Agent (objective)
AI Agent (objective)

Supercharge workflows with agentic AI

Workflow with Agentic AI

Scripted workflows supercharged with agentic AI. Download your existing workflows and business process definitions into the AI agent to ensure legacy compliance to business rules and guardrails

Agent Builder

Build AI Agents. Agentically.

Designing automation is no longer about dragging, dropping, or coding. It’s about describing your intent — and watching intelligence take shape. With Ushur Intelligence, every AI agent is built by AI and powered by AI.

Built with Intelligence, Not Interfaces.
UshurLM doesn’t just power the AI agent. It co-creates it with you. Describe your goal — “Help members update their plan, download an ID card, and ask benefit questions” — and Ushur builds the AI agent.

Smart Defaults. Enterprise Guardrails.
Ushur Intelligence draws from years of domain training, industry-specific workflows, and regulatory expertise — so what it builds is not just smart, but safe, effective, and efficient.

Workflow Design, Reinvented. Ushur Intelligence understands which tasks, data flows, and AI skills are required — then constructs the underlying process using our agentic, declarative framework.

Agent Builder
Man working inside of the Ushur Platform to build an AI Agent using Ushur Intelligence.

From Vision to Action, in Minutes. Your idea becomes a working, compliant, multi-channel AI agent. Ready to deploy on SMS, email, web, or secure app within moments.

Just upload. Ushur Intelligence handles the rest.

webhook

Agentic API Integration. Simply upload a spec — Ushur reads, understands, and configures the connection.

books

Knowledge Base Ready. Point to your policy docs, FAQs, or support content — UshurLM ingests it, learns from it, and turns it into conversational intelligence.

plug

Prebuilt Connectors. Out-of-the-box integrations for Salesforce, Five9, and other enterprise systems empower business users to go live faster.

scale-balanced

Compliance-Aware by Default. Every connection, every dataset — managed with enterprise-grade security, audit trails, and data governance controls.

Seamless Interactions Across Every Channel

Ushur AI agents fluidly adapt across channels. From SMS to web, every interaction is consistent, contextual, and secure. It’s not omnichannel. It’s one intelligent conversation that follows your customer, where they are able and want to engage.

Agentic AI screen

How it moves with your customer

AI Agents that work with SMS and email.

Proactive on SMS and Email. Reach out before they reach out. Trigger AI agent conversations based on events, needs, or timing — and let customers act immediately, right from the message.

AI Agents that work on mobile web.

App-like Experience. No App Required. Deliver agentic experiences in a secure, web-based socket — on mobile or desktop — without downloads or logins. Just tap, engage, and resolve.

Ushur AI agents can be deployed inside of Ushur Hub.

Centralized, Personalized Engagement. Launch agentic experiences in Ushur Hub, a digital home base for every user. One link. One experience. Every journey, personalized and secure.

AI agents that reduce call volumes by answers questions and completing most common tasks on company websites.

Web & Chat, With Enterprise Muscle. Embed Ushur AI agents in your existing site or portal — reducing call volumes and providing scalable service 24/7.

Always Context-Aware. Ushur AI agents remember. Conversations aren’t reset. Context flows across channels, ensuring no repetition, no confusion, no drop-off.

chevron-leftchevron-right
AI Agent (objective)
AI Agent (objective)
AI Agent (objective)
AI Agent (objective)
AI Agent (objective)
Certified. Compliant

Privacy by Default. Ushur never stores PII without consent. Data is encrypted, anonymized, and governed by role-based access and zero-retention policies.

Proactive AI Guardrails. Every AI agent is wrapped in enterprise-grade safeguards: profanity filtering, misinformation blocking, bias mitigation, and crisis detection — all working in real time.

Compliance Built In. Trust Engineered In.

In regulated industries, trust isn’t a feature — it’s a foundation. Ushur Intelligence is designed from the ground up to meet the most rigorous security, privacy, and compliance standards. So you can move fast, without ever compromising safety.

Woman building a compliant and secure AI agent for Member Services.

Audit-Ready Interactions. Every conversation, every step, every decision — logged, traceable, and exportable. Full visibility for regulators, compliance teams, and legal stakeholders.

Inclusive by Design. WCAG and Section 508 compliance ensures accessibility for all users. Whether it’s color contrast, keyboard navigation, or screen reader support, no user is left behind.