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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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

Maternal health navigation

Support for full maternity journeys with education, appointment setting, wellness and more

Patient after hours support

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

New member welcome

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

Prior authorization communications and intake

Ability for providers and pharmacies to perform prior authorization inquiries, submit forms and information, and receive status updates

Digital Consent

Ability for Members to opt in to digital communications.

Transition of Care Support Readmission Avoidance

Support for inpatient to facility or home transitions to ensure safety and decrease readmissions

Return to Work

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

Prior Authorization transparency support

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

KYC Supporting Documents

Remind and support borrower in securely uploading required supporting KYC documents during Onboarding.

Policy Cancellation

Guide the Policy Holder through cancelling their policy.

Support for shipping / delivery issues, returns and reshipment

Support for shipping / delivery issues, returns and reshipment

Policyholder After hours Support

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

Fall prevention education and action

Education and connectivity to support resources for fall prevention (movement, home safety...)

Medication adherence

Understand root causes of medication non-adherence and overcome them

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)

Chronic Condition care gap closure

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

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.

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

Bill pay - payment capture

Bill delivery with safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing

Ongoing website, portal, & app adoption and utilization

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

Endorsements and Riders

Guide the Policy Holder through amending, adding, and removing lines of coverage to their existing policy.

Proactive Rx status notifications

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

Care appointment reminders

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

Appeal filing and updates

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

Proactive Rx status notifications

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

Extraction (Basic Life)

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

Update Beneficiaries

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

Prior authorization education and updates for transparency

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

Medication reconciliation

Education and scheduling of Medication Reconciliation appointments

Trailing Documents

Remind and support Applicant in securely uploading required supporting documents post Application.

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.

Preventative wellness

Education and appointment setting for preventative wellness medications, immunizations and tests

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

Digital ID Card

Securely deliver a digital copy of Policy Holder's Insurance ID Card upon request.

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

Patient after hours support

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

Digital consent

Ability for members to opt in to digital communications

Medication reconciliation appointment setting

Education and scheduling of Medication Reconciliation

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.

Preventative wellness actions and care gap closure

Education, navigation support and appointment setting for any preventative wellness care gap (immunizations, cancer screenings)

Cardiac Disease care management and navigation

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

Make Payment

Securely accept full or partial payment of outstanding installment amount.

Records transfer paperwork

Completion of forms and e-signing records transfer paperwork

Shipping status updates

Shipment status updates

Appointment scheduling, reminders and rescheduling (any provider type)

Patient appointment setting support with reminders and ability to reschedule

Site of care guidance (wayfinding)

Support for appropriate site of care with appointment setting

Live clinical chats and warm call transfers

Ability for clinical representatives to chat within Ushur journeys, and to warm call transfer to them (RN, Pharma, Care Manager)

Annual Wellness Visit (AWV) outreach and scheduling

Education and appointment setting support for Annual Wellness Visits (AWV) with appointment reminders and reschedules

Claim status, adjudication and payment updates

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

Adult preventative wellness

Ongong adult preventative wellness education, appointment setting and other actions

Member information updates

Member information updates – including cross-channel contact details and change of insurance

Benefit awareness and literacy

Support for member education on benefits and how to utilize them throughout the plan year

Cost transparency and cost relief

Education on cost tranparency and cost relief options

Musculoskeletal (MSK) care management and navigation

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

Balance Inquiry

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

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.

Schedule Appointment

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

Provider roster directory updates

Ability for any provider to update their roster information for provider directory accuracy

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

Member after hours support

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

Medication refills and reminders

Sharing of medication refills and reminders with ability to capture and overcome reasons for non adherence

Diabetes care management and navigation

Year-round support for diabetic members including education, wellness, care gap closure, appointment setting

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.

Email Triage

Automatically triage incoming servicing emails to identify intent and respond to service requests.

Vaccination reminders, education, appointment scheduling, and paperwork

Review and e-sign new patient paperwork

Support for review and e-signature for new patient paperwork

Employer Onboarding

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

Digital consent

Ability for members to opt in to digital communications

Sales appointment setting and reminders

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

Surgery Confirmation

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

Policy Review (KYC)

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

90-day fill conversion

Support for education and 90-day fill conversion

Shipping status updates

Shipment status updates

Support for shipping / delivery issues, returns and reshipment

Support for shipping / delivery issues, returns and reshipment

Claim Status

Provide Policy Holder with the current status of a Claim.

Timely notifications to meet regulatory requirements

Ability to send notifications to members more timely to meet regulatory timing requirements

Cost transparency and cost relief

Education on cost tranparency and cost relief options

Paperless Statements

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

Chronic Kidney Disease CKD care management and navigation

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

Extraction (Critical Illness)

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

Pediatric Preventative Wellness

Ongoing pediatric preventative wellness education, appointment setting and other actions

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

Member ID card and driver's license digital collection

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

Schedule Appointment

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

Traditional app and portal registration support

Support for member app download and app and portal initial registration

Community meeting invitations

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

SCRA Protection

Securely collect proof of Active Duty Servicemembers in order to trigger financial protections.

Profile Updates

Update Borrower information and contact preferences.

Chronic condition care navigation

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

Member After hours Support

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

Eligibility & benefits verification

Ability for providers and pharmacies to perform eligibilty and benefits verification at the member level

Experience and Net Promoter Score (NPS) surveys

Surveying capability for experiences and NPS scoring

Redetermination journey support (Medicaid)

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

Supporting Documents

Remind and support Claimant in securely uploading required supporting documents for a Claim.

First Notice of Injury

Guide the Claimant through reporting an injury and filing a Claim.

Loan Modification

Proactively reach out to delinquent Borrowers to educate them on eligible Loan Modification options available and support their decision.

Proactive member out of pocket notifications

Proactive member out of pocket notifications – with support for “price shocks”

Benefits Education

Answer policy holder questions on Plan benefits, coverage, and eligibility.

Workplace Accommodations

Educate the Member on available workplace acommodations, reduced hours, and reassignment programs available through their employer.

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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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