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.

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AI Agents That Deliver Better CX — Built on Trust

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Outbound calls eliminated
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Automated Resolution rate
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ROI on AI investment

Trust-Native Architecture

Built with trust, security and compliance engineered into the platform core–not layered on later.
Security & Compliance
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Governance

Built-in governance embeds guardrails, policy enforcement, and human oversight directly into AI execution.

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Observability

Maintain real-time visibility into agent behavior, reasoning, and performance.

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Auditability

Replay conversations end to end and generate regulator-ready records on demand.

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Data Protection

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.

Ushur Dashboard screen
Illustration showing ushur's omnichannel capability
Ushur Studio screen preview
Ushur Insights screen

Inbound and Outbound

Compliant, end-to-end customer engagement that proactively connects, resolves, and preserves context.

Omnichannel Continuity

Engage across SMS, email, voice, and web in one persistent, compliant interaction thread.

Built for Business Speed

A purpose-built orchestration environment designed for business users to bring journeys to life quickly.

Actionable Insights

Understand behavior, measure performance, and maintain audit-ready visibility with built-in compliance controls.

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

Company Type:
Health Payer
Provider
PBM
Pharmacy
LA&H
P&C
Consumer Lending
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Journey:
Acquisition
Retention
Member Service
Population Health & Quality
Claims & Administrative
Provider Service
Pre Visit
During Visit
Post Visit
Population Health & Quality
New Member Onboarding & Welcome
Member Service
Population Health & Quality
Mail Order Enrollment & Fulfillment
Claims and Administrative
New Member Onboarding & Welcome
Member Service
Population Health & Quality
Mail Order Enrollment & Fulfillment
Claims and Administrative
Group Quote Intake
Group Onboarding
Individual Acquisition
Member Service
Claims
Absence Management
Acquisition
Policyholder Service
Claims
Loan Originations
KYC and Onboarding
Loan Servicing
Loss Mitigation

Incontinence education and support

Education and connectivity to support resources for incontenence

Medication reconciliation

Education and scheduling of Medication Reconciliation appointments

Vaccination reminders, education, appointment scheduling, and paperwork

Profile Updates

Update Policy Holder information and contact preferences.

Chronic condition care navigation

Education, care management, navigation support and appointment setting for any chronic condition (diabetes, CKD...)

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

Care appointment reminders

Proactive care and provider appointment reminders with the ability to reschedule rather than no show (any provider type)

Member ID card and driver's license digital collection

Safe and secure collection of member ID card(s), driver's license images

Medication adherence

Medication Adherence (overcome barriers - cost, transportation, adverse effects)

Redetermination journey support (Medicaid)

Support for member retention with ongoing redetermination process education, support and services - until redetermination is complete

Chronic Condition care gap closure

Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)

Policyholder After hours Support

Accurate, secure and compliant AI Agent Policy Holder inquiry and task completion support 24x7

Address Verification

Remind and support Borrower in securely verifying address and contact information during KYC Reviews.

Payment Status

Provide Member with the current status of a payment on a Claim.

Shipping status updates

Shipment status updates

Extraction (Voluntary Life)

Extract Voluntary Life related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.

Confirmation of medication, immunization, DME orders / refills

Confirmation of medication, immunization, DME orders / refills

Support for shipping / delivery issues, returns and reshipment

Support for shipping / delivery issues, returns and reshipment

Borrower After hours Support

Accurate, secure and compliant AI Agent Borrower inquiry and task completion support 24x7

Member contact information collection / updates

Collection of cross-channel member contact information to support better communications

Update Beneficiaries

Update Beneficiaries and respond to major life events to ensure Policy Holder's benefits are paid to intended individuals.

Overview of pharmacy supports and services

Overview of pharmacy support and services and population health and quality programs

Digital ID card delivery

Delivery of member ID cards digitally

Profile Updates

Update Member information and contact preferences.

Payment Status

Provide Member with the current status of a payment on a Claim.

Census Upload

Guide the Broker / Employer through uploading an updating Census file, Transforming it to the standard format required by the Carrier, and identifying any issues.

Debt Management Plan

Proactively reach out to delinquent Borrowers to educate them on eligible Debt Management Plan options available and support their decision.

Experience and Net Promoter Score (NPS) surveys

Surveying capability for experiences and NPS scoring

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)

Retail-to-mail conversion

Support for education and retail-to-mail conversion

Premium Payment

Securely accept full or partial payment of outstanding premium amount.

Extraction (Basic Life)

Extract Basic Life related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.

Payoff Request

Guide Borrower through requesting an official Payoff Letter for their loan.

Follow-up appointment scheduling

Patient appointment setting support with reminders and ability to reschedule

Waitlisting

Proactive notifications of appointment availability for patients on wait lists

Live Member Service chats and warm call transfers

Ability for service representatives to chat within Ushur journeys, and to warm call transfer to them

Claim Status

Provide Policy Holder with the current status of a Claim.

Records transfer paperwork

Completion of forms and e-signing records transfer paperwork

Product Comparison

Support Applicants in finding Insurance Plan options that best fit their needs.

New member welcome

New member welcome, overview of PBM supports and services, info gathering / sharing (including insurance ID card capture)

Medication adherence

Medication Adherence (overcome barriers - cost, transportation, adverse effects)

Schedule Appointment

Schedule follow up call with Sales Representative with reminders and rescheduling.

Plan Design

Triage inbound RFP emails to identify key attributes regarding Broker, Employer, Quote, and requested Products and automate case setup in Quoting and Underwriting systems.

ER avoidance

Education on when to use sites of care that are alternatives to the ER (telehealth, urgent care)

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)

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

First Notice of Loss

Guide the Claimant through the process of reporting the death of a Policy Holder and filing a Claim.

Schedule Appointment

Schedule follow up call with Sales Representative with reminders and rescheduling.

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.

Retail, mail order, 90-day medication refills

Support medication adherence with retail, mail order and 90-day refill request support

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.

Proactive Rx status notifications

Proactive Rx status notifications (fill status, issues like prior auth)

Return to Work

Confirm Claimant's Return to Work date as well as any supporting documentation from the doctor.

Product Comparison

Support for Applicants to find Lending options that best fits their needs.

Schedule Appointment

Schedule follow up call with Sales Representative with reminders and rescheduling.

Community meeting invitations

Proactive invitations and RSVPs for community events and meetings (virtual and in person)

Appointment scheduling, reminders and rescheduling (any provider type)

Patient appointment setting support with reminders and ability to reschedule

Traditional app and portal registration support

Support for member app download and app and portal initial registration

ER avoidance

Education on when to use sites of care that are alternatives to the ER (telehealth, urgent care)

Medication adherence

Understand root causes of medication non-adherence and overcome them

Site of care guidance (wayfinding)

Support for appropriate site of care with appointment setting

Member After hours Support

Accurate, secure and compliant AI Member inquiry and task completion support 24x7

Behavioral Health care management and navigation

Year-round support for members with Behavioral Health conditions - including education, wellness, care gap closure, appointment setting

Pre visit preparation instructions

Sharing of pre visit preparation instructions with ability to automate answers to inquiries

Pediatric Preventative Wellness

Ongoing pediatric preventative wellness education, appointment setting and other actions

Balance Inquiry

Provide Borrower with details of the current balance on their account.

Appeal filing and updates

Ability for members to understand and file Appeals, and receive status updates

Sales appointment setting and reminders

Member appointment setting with service or sales agents in support of their buying process

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

Digital Consent

Ability for Borrowers to opt in to digital communications.

Benefits Education

Answer Member questions on Plan benefits, coverage, and eligibility.

Employer Onboarding

Guide the Broker / Employer through the information required from them to onboard them into the Carrier's core systems.

Prior Authorization transparency support

Ability for members to receive push notices for, or make inquiries about, prior authorization status

Retail-to-mail conversion

Support for education and retail-to-mail conversion

Surgery Confirmation

Collect detailed surgical information, including operative reports, discharge summaries, and post-operative recovery plans from the Claimant.

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.

Claim status, adjudication and payment updates

Ability for providers to inquire about claim status, adjudication and payments

Follow-up appointment scheduling

Patient appointment setting support with reminders and ability to reschedule

Certificate of Insurance (COI)

Respond to Policy Holder requests for copies of Certificate of Insurance (COI) with secure delivery of documents.

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

Member after hours support

Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7

Policy Review (KYC)

Remind and support Policy Holder in securely uploading required supporting KYC documents during Policy Review.

Member warm welcome benefits education and literacy

Member welcome notifications that educate on plan benefits, deliver digital ID cards

Explanation of Benefits (EOB) notices and education

Education and notices on Explanation of Benefits (EOB)

Support for shipping / delivery issues, returns and reshipment

Support for shipping / delivery issues, returns and reshipment

Click-to-call or chat to speak to member service

Ability for service representatives to chat within Ushur journeys, and to warm call transfer to them

Retail-to-mail conversion

Support for education and retail-to-mail conversion

Respiratory Care care management and navigation (COPD, Asthma)

Year-round support for members with Respiratory Disease - including education, wellness, care gap closure, appointment setting

Digital consent

Ability for members to opt in to digital communications

Paperless Statements

Ability for Borrowers to opt in to digital delivery of Statements.

Digital Consent

Ability for Members to opt in to digital communications.

SDOH resources (transportation, food)

Support for understanding and accessing SDOH resources such as nutrition, transportation

Ongoing website, portal, & app adoption and utilization

Support for member ongoing utilization of website, traditional apps and portals

Eligibility and Out of Pocket Cost (OOP) verification

Ability for members to inquire about eligibility and verify out of pocket costs

Digital consent

Ability for members to opt in to digital communications

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.

Adult preventative wellness

Ongong adult preventative wellness education, appointment setting and other actions

Shipping status updates

Shipment status updates

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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.

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