The AI Agent-powered CX platform for regulated industries
Purpose-built for regulated industries, delivering proactive outbound and inbound engagement — with compliance and auditability embedded into every interaction.
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 regulated enterprises. Secure, compliant, and designed to resolve customer needs from start to finish
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Co-payment collection
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Care appointment reminders
Proactive care and provider appointment reminders with the ability to reschedule rather than no show (any provider type)
Eligibility & benefits verification
Ability for providers and pharmacies to perform eligibilty and benefits verification at the member level
Patient questionnaire automation
Capture of patient information updates and support for review and e-signature for new patient paperwork
Incontinence education and support
Education and connectivity to support resources for incontenence
Cost transparency and cost relief
Education on cost tranparency and cost relief options
Claim Status
Provide Member with the current status of a Claim.
Payment Status
Provide Member with the current status of a payment on a Claim.
Cost transparency (Good Faith Estimate)
Providing out of pocket cost transparency via Good Faith Estimates
Member contact information collection / updates
Collection of cross-channel member contact information to support better communications
Medication reconciliation appointment setting
Education and scheduling of Medication Reconciliation
Patient after hours support
Accurate, secure and compliant AI Agent patient inquiry and task completion support 24x7
Transition of Care Support Readmission Avoidance
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Follow-up appointment scheduling
Patient appointment setting support with reminders and ability to reschedule
Overview of PBM supports and services
Overview of PBM support and services and population health and quality programs
Digital Consent
Ability for Policy Holders to opt in to digital communications.
Appointment reminder and rescheduling
Member appointment reminders for care management, provider appointments (any type), home health visits and more
HIPAA Release
Securely upload a signed HIPAA release form from the Claimant.
Provider after hours support
Accurate, secure and compliant AI Agent provider inquiry and task completion support 24x7
Adult Preventative Wellness
Ongong adult preventative wellness education, appointment setting and other actions
90-day fill conversion
Support for education and 90-day fill conversion
Debt Management Plan
Proactively reach out to delinquent Borrowers to educate them on eligible Debt Management Plan options available and support their decision.
Enrollment in mail order program and Rx transfers
Education on benefits of mail order delivery and Rx transfer support
Policyholder After hours Support
Accurate, secure and compliant AI Agent Policy Holder inquiry and task completion support 24x7
Care education (chronic condition management)
Notifications to educate on the importance of chronic condition management, related appointment setting
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
Address Verification
Remind and support Borrower in securely verifying address and contact information during KYC Reviews.
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
Balance Inquiry
Provide Borrower with details of the current balance on their account.
Update Beneficiaries
Update Beneficiaries and respond to major life events to ensure Member's benefits are paid to intended individuals.
Redetermination journey support (Medicaid)
Support for member retention with ongoing redetermination process education, support and services - until redetermination is complete
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
Surgery Confirmation
Collect detailed surgical information, including operative reports, discharge summaries, and post-operative recovery plans from the Claimant.
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
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
Revenue cycle support - payment collection / auto-pay
Bill delivery with safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Appointment scheduling, reminders and rescheduling (any provider type)
Patient appointment setting support with reminders and ability to reschedule
Annual Wellness Visit (AWV) outreach and scheduling
Education and appointment setting support for Annual Wellness Visits (AWV) with appointment reminders and reschedules
Issues and Complaints
Proactively detect issues and escalate them as tickets to reduce complaints and improve satisfaction.
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
Delivery Confirmation
Collect detailed delivery information, hospital discharge summaries from the Claimant to trigger benefits.
Find a Provider
Patient support in finding in network doctors (of any type) that best fit their needs
Provider appointment setting and reminders
Patient appointment setting support with reminders and ability to reschedule
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.
Support for shipping / delivery issues, returns and reshipment
Support for shipping / delivery issues, returns and reshipment
Pediatric preventative wellness
Ongoing pediatric preventative wellness education, appointment setting and other actions
Policy Renewal
Guide the Policy Holder through renewing their policy.
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
Endorsements and Riders
Guide the Policy Holder through amending, adding, and removing lines of coverage to their existing policy.
Click-to-call or chat to speak with Care Manager
Click-to-call or chat to speak to Care Manager / Navigator when needed
Support for shipping / delivery issues, returns and reshipment
Support for shipping / delivery issues, returns and reshipment
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Chronic condition care navigation
Education, care management, navigation support and appointment setting for any chronic condition (diabetes, CKD...)
Payment Status
Provide Policy Holder with the current status of a payment on a Claim.
Confirmation of medication, immunization, DME orders / refills
Confirmation of medication, immunization, DME orders / refills
Appeal filing and updates
Ability for members to understand and file Appeals, and receive status updates
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
Sales appointment setting and reminders
Member appointment setting with service or sales agents in support of their buying process
Appointment setting for preventive care screenings and visits
Proactive provider appointment reminders with the ability to reschedule rather than no show (any provider type)
Member After hours Support
Accurate, secure and compliant AI Member inquiry and task completion support 24x7
Claims status
Ability for members to receive push notices for, or make inquiries about, claims status
Bill pay - payment capture
Bill delivery with safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Waitlisting
Proactive notifications of appointment availability for patients on wait lists
Prior authorization education and updates for transparency
Ability for patients to receive push notices for, or make inquiries about, prior authorization status
Hospital discharge support
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Maternal health navigation
Support for full maternity journeys with education, appointment setting, wellness and more
Certificate of Insurance (COI)
Respond to Policy Holder requests for copies of Certificate of Insurance (COI) with secure delivery of documents.
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
Return to Work
Confirm Claimant's Return to Work date as well as any supporting documentation from the doctor.
Respiratory Care care management and navigation (COPD, Asthma)
Year-round support for members with Respiratory Disease - including education, wellness, care gap closure, appointment setting
Preventative wellness
Education and appointment setting for preventative wellness medications, immunizations and tests
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Profile Updates
Update Policy Holder information and contact preferences.
Community meeting invitations
Proactive invitations and RSVPs for community events and meetings (virtual and in person)
Brand-to-generic conversion
Support for education and brand to generic fill conversion
Profile Updates
Update Member information and contact preferences.
Extraction (Voluntary Life)
Extract Voluntary Life related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Policy Review (KYC)
Remind and support Policy Holder in securely uploading required supporting KYC documents during Policy Review.
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Claim status, adjudication and payment updates
Ability for providers to inquire about claim status, adjudication and payments
Prior authorization education and updates for transparency
Ability for patients to receive push notices for, or make inquiries about, prior authorization status
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.
Member contact information collection / updates
Collection of cross-channel member contact information to support better communications
Profile Updates
Update Borrower information and contact preferences.
Shipping status updates
Shipment status updates
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
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
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.
Prior authorization communications and intake
Ability for providers and pharmacies to perform prior authorization inquiries, submit forms and information, and receive status updates
Extraction (Basic Life)
Extract Basic Life related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Records transfer paperwork
Completion of forms and e-signing records transfer paperwork
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.
ER avoidance
Education on when to use sites of care that are alternatives to the ER (telehealth, urgent care)
Ongoing website, portal, & app adoption and utilization
Support for member ongoing utilization of website, traditional apps and portals
New patient welcome and information gathering
Patient education on provider and information and documentation completion
Member information updates
Member information updates – including cross-channel contact details and change of insurance
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.




















