Simplify every step of the customer journey, from onboarding to claims processing—delivering personalized, seamless experiences while improving operational efficiency. Utilizing AI Agents and our no-code workflow builder, automate and personalize your communications at-scale across your customer’s preferred digital channels.

See it in action

Ushur for Individual LA&H Automation

Elevate the customer journey and share, request and receive needed information through a secure two-way engagement platform that delivers better applicant, policyholder and claimant experiences and drives down costs. Some of the experiences we help drive include:

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Marketing & Lead Management

Product

Application Submission

Risk Assessment

Policy Issue

Policy Service

Vendors

Marketing & Lead Management

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Product brochures access for sales, producers, and employers
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Agent license validation requests
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New offering campaigns
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Schedule call with Agent

Product

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Pricing updates
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AI driven product selection

Application Submission

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Missing data request
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Interface to CRM system to pre-fill applications
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Handwriting recognition

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Multi-format e-signature
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Offer opt-in for digital communications (E.g., requirements)

Risk Assessment

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Underwriting outreach
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Selection decision support
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Inquiry status updates

Policy Issue

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E-delivery
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Digital ID cards
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Policy change requests
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Facilitate EFT enrollment

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Provide commission alerts

Policy Service

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Email identification
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Structured data validation for policy loans or policy changes
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Change requests
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Deliver invoice

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Email triage, route & acknowledge
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Send reminders
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Schedule call with billing specialists or Client Services Reps

Vendors

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New claim
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Email triage, route & acknowledge
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Data and date requests
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Survey for claims eligibility / benefits reminder

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E-authorizations
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Claim status updates
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Missing info requests
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Schedule call with claims adjuster

Blog Post

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3 Steps to Improve the Insurance Claims Experience

Read the post

Ushur for Insurance Automation

Ushur ensures better experiences for better customer outcomes

Ushur enables carriers to realize decreased costs in customer processing and increased policyholder engagement and retention. Our numbers speak for themselves.

Improved engagement

85%

RFP submissions auto-processed for better handling during peak times

Delight customers

40%

NPS score improvement

Unbelievable efficiency

95%

faster data collection

High value interactions

85%

CSAT score improvement

eGuide

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Guide to More Effective and Efficient Group Benefits Communications

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An Insurance Automation Customer Story

Equitable Employee Benefits Transforms Quote Processing with AI-Powered Automation

Challenge

Ushur Solution

Influx of quotes

Equitable Employee Benefits faced an overwhelming influx of unstructured quote requests arriving via email, requiring manual extraction of complex census data. This labor-intensive process was time-consuming, constrained scalability, and risked service delays, creating challenges in maintaining operational efficiency during peak demand periods.

...we can have it set up in our systems...and turn an accurate quote around much quicker than the industry average.

Stephanie Shields

Head of Employee Benefits

AI + Automation to the rescue

With Ushur SmartMail™, Unum is classifying more than 600,000 annual requests, and automatically removing junk and duplicate emails from the AskUnum workflow.