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
Enrollment in mail order program and Rx transfers
Education on benefits of mail order delivery and Rx transfer support
Persistency of Benefits
Collect Member's bank details and payment information to ensure that Group Insurance coverage transitions to Individual coverage after employment ends.
Shopper plan compare support
Member support in finding a health insurance plan that best fits their needs
Disaster Preparedness
Proactively reach out to Policy Holders prior to a disaster, such as storm, wildfire, or flood and educate them on preparedness.
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Supporting Documents
Remind and support Member in securely uploading required supporting documents for a Claim.
Cardiac Disease care management and navigation
Year-round support for members with Cardiac Disease - including education, wellness, care gap closure, appointment setting
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
Community meeting invitations
Proactive invitations and RSVPs for community events and meetings (virtual and in person)
Click-to-call or chat to speak to pharmacy staff member
Click-to-call or chat to speak to pharmacy staff member when needed
Patient after hours support
Accurate, secure and compliant AI Agent patient inquiry and task completion support 24x7
Care education (chronic condition management)
Notifications to educate on the importance of chronic condition management, related appointment setting
Refill reminders and ordering facilitation
Refill reminders and ordering facilitation (including payment capture)
Loan Modification
Proactively reach out to delinquent Borrowers to educate them on eligible Loan Modification options available and support their decision.
Payment Status
Provide Member with the current status of a payment on a Claim.
Retail, mail order, 90-day medication refills
Support medication adherence with retail, mail order and 90-day refill request support
Claim status, adjudication and payment updates
Ability for providers to inquire about claim status, adjudication and payments
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
HIPAA Release
Securely upload a signed HIPAA release form from the Claimant.
Appeal filing and updates
Ability for members to understand and file Appeals, and receive status updates
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
Care Management connectivity
Notifications to educate on the importance of Care Management and set appointments
Care appointment reminders
Proactive care and provider appointment reminders with the ability to reschedule rather than no show (any provider type)
Financial Health Education
Support Borrowers with advice, reminders, and empathy to guide them towards financially healthy payment behavior.
Product Comparison
Support for Applicants to find Insurance Plan options that best fit their needs.
Diabetes care management and navigation
Year-round support for diabetic members including education, wellness, care gap closure, appointment setting
Ongoing website, portal, & app adoption and utilization
Support for member ongoing utilization of website, traditional apps and portals
Waitlisting
Proactive notifications of appointment availability for patients on wait lists
Schedule and prep instructions for PT / OT / other visits
Patient appointment setting support with visit prep instructions, reminders and ability to reschedule
Live Member Service chats and warm call transfers
Ability for service representatives to chat within Ushur journeys, and to warm call transfer to them
Chronic condition care navigation
Education, care management, navigation support and appointment setting for any chronic condition (diabetes, CKD...)
Vaccination outreach and scheduling
Education and appointment setting support for Vaccination with appointment reminders and reschedules
Profile Updates
Update Borrower information and contact preferences.
Extraction (Vision)
Extract Vision related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Appointment scheduling, reminders and rescheduling
Support for finding an in network provider and setting appointment via click-to-call or scheduling system integration
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
Grievance filing and updates
Ability for members to understand and file Grievances, and receive status updates
Product Comparison
Support Applicants in finding Insurance Plan options that best fit their needs.
Issues and Complaints
Proactively detect issues and escalate them as tickets to reduce complaints and improve satisfaction.
Debt Management Plan
Proactively reach out to delinquent Borrowers to educate them on eligible Debt Management Plan options available and support their decision.
New patient welcome and information gathering
Patient education on provider and information and documentation completion
Retail-to-mail conversion
Support for education and retail-to-mail conversion
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
Update Beneficiaries
Update Beneficiaries and respond to major life events to ensure Member's benefits are paid to intended individuals.
Vaccination reminders, education, appointment scheduling, and paperwork
Enrollment in mail order program and Rx transfers
Education on benefits of mail order delivery and Rx transfer support
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Digital Consent
Ability for Borrowers to opt in to digital communications.
ER avoidance
Education on when to use sites of care that are alternatives to the ER (telehealth, urgent care)
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
Preventative wellness
Education and appointment setting for preventative wellness medications, immunizations and tests
Digital consent
Ability for members to opt in to digital communications
Timely notifications to meet regulatory requirements
Ability to send notifications to members more timely to meet regulatory timing requirements
Borrower After hours Support
Accurate, secure and compliant AI Agent Borrower inquiry and task completion support 24x7
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
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
Payment Status
Provide Member with the current status of a payment on a Claim.
Member information updates
Member information updates – including cross-channel contact details and change of insurance
Follow-up appointment scheduling
Patient appointment setting support with reminders and ability to reschedule
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Pre visit preparation instructions
Sharing of pre visit preparation instructions with ability to automate answers to inquiries
90-day fill conversion
Support for education and 90-day fill conversion
Appointment reminder and rescheduling
Member appointment reminders for care management, provider appointments (any type), home health visits and more
Member contact information collection / updates
Collection of cross-channel member contact information to support better communications
Support for shipping / delivery issues, returns and reshipment
Support for shipping / delivery issues, returns and reshipment
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
Shipping status updates
Shipment status updates
Prior authorization education and updates for transparency
Ability for patients to receive push notices for, or make inquiries about, prior authorization status
Policy Renewal
Guide the Policy Holder through renewing their policy.
Timely notifications to meet regulatory requirements
Ability to send notifications to members more timely to meet regulatory timing requirements
Claim Status
Provide Member with the current status of a Claim.
Premium Payment
Securely accept full or partial payment of outstanding premium amount.
Endorsements and Riders
Guide the Policy Holder through amending, adding, and removing lines of coverage to their existing policy.
Medication reconciliation appointment setting
Education and scheduling of Medication Reconciliation
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Weight loss support
Support for eating well, exercising as well as weight loss medications like GLP1
Payoff Request
Guide Borrower through requesting an official Payoff Letter for their loan.
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)
Extraction (Hospital Indemnity)
Extract Hospital Indemnity related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Shipping status updates
Shipment status updates
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.
Pediatric Preventative Wellness
Ongoing pediatric preventative wellness education, appointment setting and other actions
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Click-to-call or chat to speak with Care Manager
Click-to-call or chat to speak to Care Manager / Navigator when needed
Behavioral Health care management and navigation
Year-round support for members with Behavioral Health conditions - including education, wellness, care gap closure, appointment setting
Follow-up appointment scheduling
Patient appointment setting support with reminders and ability to reschedule
First Notice of Injury
Guide the Claimant through reporting an injury and filing a Claim.
ER avoidance
Education on when to use sites of care that are alternatives to the ER (telehealth, urgent care)
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Return to Work
Confirm Claimant's Return to Work date as well as any supporting documentation from the doctor.
Proactive Rx status notifications
Proactive Rx status notifications (fill status, issues like prior auth)
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
Member information updates
Member information updates – including cross-channel contact details and change of insurance
Sales appointment setting and reminders
Member appointment setting with service or sales agents in support of their buying process
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
Update Beneficiaries
Update Beneficiaries and respond to major life events to ensure Policy Holder's benefits are paid to intended individuals.
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
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.




















