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
Medication (Rx) reconciliation
Education and scheduling of Medication Reconciliation
Cost transparency (Good Faith Estimate)
Providing out of pocket cost transparency via Good Faith Estimates
90-day fill conversion
Support for education and 90-day fill conversion
Digital Consent
Ability for Policy Holders to opt in to digital communications.
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Policy Reinstatement
Guide the Policy Holder through re-instating a lapsed policy.
Workplace Accommodations
Educate the Member on available workplace acommodations, reduced hours, and reassignment programs available through their employer.
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
Benefits Education
Answer policy holder questions on Plan benefits, coverage, and eligibility.
Eligibility and Out of Pocket Cost (OOP) verification
Ability for members to inquire about eligibility and verify out of pocket costs
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
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Sales appointment setting and reminders
Member appointment setting with service or sales agents in support of their buying process
Claim status, adjudication and payment updates
Ability for providers to inquire about claim status, adjudication and payments
Benefits Education
Answer Member questions on Plan benefits, coverage, and eligibility.
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Employer Onboarding
Guide the Broker / Employer through the information required from them to onboard them into the Carrier's core systems.
Care education (preventative care)
Notifications to educate on the importance of adult and pediatric preventative care, 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
Policy Cancellation
Guide the Policy Holder through cancelling their policy.
Transition of Care Support Readmission Avoidance
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Respiratory Care care management and navigation (COPD, Asthma)
Year-round support for members with Respiratory Disease - including education, wellness, care gap closure, appointment setting
ER avoidance
Education on when to use sites of care that are alternatives to the ER (telehealth, urgent care)
Profile Updates
Update Policy Holder information and contact preferences.
Explanation of Benefits (EOB) notices and education
Education and notices on Explanation of Benefits (EOB)
Timely notifications to meet regulatory requirements
Ability to send notifications to members more timely to meet regulatory timing requirements
Shipping status updates
Shipment status updates
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.
Surgery Confirmation
Collect detailed surgical information, including operative reports, discharge summaries, and post-operative recovery plans from the Claimant.
Maternal health navigation
Support for full maternity journeys with education, appointment setting, wellness and more
Digital consent
Ability for members to opt in to digital communications
Ongoing website, portal, & app adoption and utilization
Support for member ongoing utilization of website, traditional apps and portals
Provider credentialing with Plan
Support for provider credentialing information submission and status updates
Preventative wellness
Education and appointment setting for preventative wellness medications, immunizations and tests
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.
Sales appointment setting and reminders
Member appointment setting with service or sales agents in support of their buying process
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
Borrower After hours Support
Accurate, secure and compliant AI Agent Borrower inquiry and task completion support 24x7
Annual Wellness Visit (AWV) outreach and scheduling
Education and appointment setting support for Annual Wellness Visits (AWV) with appointment reminders and reschedules
Member After hours Support
Accurate, secure and compliant AI Member inquiry and task completion support 24x7
Cost transparency and cost relief
Education on cost tranparency and cost relief options
Issues and Complaints
Proactively detect issues and escalate them as tickets to reduce complaints and improve satisfaction.
Vaccination outreach and scheduling
Education and appointment setting support for Vaccination with appointment reminders and reschedules
First Notice of Injury
Guide the Claimant through reporting an injury and filing a Claim.
Eligibility & benefits verification
Ability for providers and pharmacies to perform eligibilty and benefits verification at the member level
Click-to-call or chat to speak to pharmacy staff member
Click-to-call or chat to speak to pharmacy staff member when needed
Care Management connectivity
Notifications to educate on the importance of Care Management and set appointments
Vaccination reminders, education, appointment scheduling, and paperwork
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
New patient welcome and information gathering
Patient education on provider and information and documentation completion
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.
Digital Consent
Ability for Borrowers to opt in to digital communications.
Persistency of Benefits
Collect Member's bank details and payment information to ensure that Group Insurance coverage transitions to Individual coverage after employment ends.
Clinical guideline requests and inquiries
Ability for providers to request clinical guidelines
Member information updates (i.e. add dependant)
Collection of member information updates such as adding dependants, changing address, etc
Member contact information collection / updates
Collection of cross-channel member contact information to support better communications
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Profile Updates
Update Borrower information and contact preferences.
Social Determinant of Health SDOH surveys
Social Determinant of Health SDOH survey completion with feeds to core systems for follow-up
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.
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
Care plan adherence
Notifications to educate on the importance of care plan adherence, related appointment setting
New member welcome
New member welcome, overview of PBM supports and services, info gathering / sharing (including insurance ID card capture)
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Product Comparison
Support for Applicants to find Insurance Plan options that best fit their needs.
Follow-up appointment scheduling
Patient appointment setting support with reminders and ability to reschedule
Prior authorization education and updates for transparency
Ability for patients 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
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.
SDOH Resources (transportation, food)
Support for understanding and accessing SDOH resources such as nutrition, transportation
Vaccination reminders, education, appointment scheduling, and paperwork
Premium Payment
Securely accept full or partial payment of outstanding premium amount.
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
Member warm welcome benefits education and literacy
Member welcome notifications that educate on plan benefits, deliver digital ID cards
New member welcome
New member welcome, overview of PBM supports and services, info gathering / sharing (including insurance ID card capture)
Follow-up appointment scheduling
Patient appointment setting support with reminders and ability to reschedule
Proactive Rx status notifications
Proactive Rx status notifications (fill status, issues like prior auth)
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)
Digital ID Card
Securely deliver a digital copy of Policy Holder's Insurance ID Card upon request.
Chronic Condition Care Gap Closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Benefit awareness and literacy
Support for member education on benefits and how to utilize them throughout the plan year
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Site of care guidance (wayfinding)
Support for appropriate site of care with appointment setting
Records transfer paperwork
Completion of forms and e-signing records transfer paperwork
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
Certificate of Insurance (COI)
Respond to Policy Holder requests for copies of Certificate of Insurance (COI) with secure delivery of documents.
Retail, mail order, 90-day medication refills
Support medication adherence with retail, mail order and 90-day refill request support
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
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
Brand-to-generic conversion
Support for education and brand to generic fill conversion
Extraction (Vision)
Extract Vision related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Shipping status updates
Shipment status updates
Confirmation of medication, immunization, DME orders / refills
Confirmation of medication, immunization, DME orders / refills
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
Renewal education and reminders
Support for member retention with renewal education and reminders
Member contact information collection / updates
Collection of cross-channel member contact information to support better communications
Review and e-sign new patient paperwork
Support for review and e-signature for new patient paperwork
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.
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.





















