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
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
Support for shipping / delivery issues, returns and reshipment
Support for shipping / delivery issues, returns and reshipment
Co-payment collection
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
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)
Provider after hours support
Accurate, secure and compliant AI Agent provider inquiry and task completion support 24x7
Benefits Education
Answer policy holder questions on Plan benefits, coverage, and eligibility.
Traditional app and portal registration support
Support for member app download and app and portal initial registration
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 after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
ER avoidance
Education on when to use sites of care that are alternatives to the ER (telehealth, urgent care)
Address Verification
Remind and support Borrower in securely verifying address and contact information during KYC Reviews.
Redetermination journey support (Medicaid)
Support for member retention with ongoing redetermination process education, support and services - until redetermination is complete
Preventative wellness
Education and appointment setting for preventative wellness medications, immunizations and tests
Ongoing website, portal, & app adoption and utilization
Support for member ongoing utilization of website, traditional apps and portals
Shipping status updates
Shipment status updates
Proactive member out of pocket notifications
Proactive member out of pocket notifications – with support for “price shocks”
Follow-up appointment scheduling
Patient appointment setting support with reminders and ability to reschedule
Chronic Condition Care Gap Closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
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)
Preventative Wellness Care Gap Closure
Education, navigation support and appointment setting for any preventative wellness care gap (immunizations, cancer screenings)
Update Beneficiaries
Update Beneficiaries and respond to major life events to ensure Member's benefits are paid to intended individuals.
Care plan adherence
Notifications to educate on the importance of care plan adherence, related 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
Transition of Care Support Readmission Avoidance
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
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.
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
New member welcome
New member welcome, overview of PBM supports and services, info gathering / sharing (including insurance ID card capture)
Clinical guideline requests and inquiries
Ability for providers to request clinical guidelines
Care Management connectivity
Notifications to educate on the importance of Care Management and set appointments
Digital consent
Ability for members to opt in to digital communications
Cancer Screening outreach and scheduling
Education and appointment setting support for Cancer Screening with appointment reminders and reschedules
Medication reconciliation
Education and scheduling of Medication Reconciliation appointments
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.
Live Member Service chats and warm call transfers
Ability for service representatives to chat within Ushur journeys, and to warm call transfer to them
Ongoing website, portal, & app adoption and utilization
Support for member ongoing utilization of website, traditional apps and portals
Product Comparison
Support Applicants in finding Insurance Plan options that best fit their needs.
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
Respiratory Care care management and navigation (COPD, Asthma)
Year-round support for members with Respiratory Disease - including education, wellness, care gap closure, appointment setting
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)
Diabetes care management and navigation
Year-round support for diabetic members including education, wellness, care gap closure, appointment setting
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
First Notice of Injury
Guide the Claimant through reporting an injury and filing a Claim.
Digital consent
Ability for members to opt in to digital communications
Shipping status updates
Shipment status updates
Supporting Documents
Remind and support Member in securely uploading required supporting documents for a Claim.
Care education (preventative care)
Notifications to educate on the importance of adult and pediatric preventative care, related appointment setting
Digital ID card delivery
Delivery of member ID cards digitally
Timely notifications to meet regulatory requirements
Ability to send notifications to members more timely to meet regulatory timing requirements
Premium Payment
Securely accept full or partial payment of outstanding premium amount.
Patient after hours support
Accurate, secure and compliant AI Agent patient inquiry and task completion support 24x7
Grievance filing and updates
Ability for members to understand and file Grievances, and receive status updates
Care appointment reminders
Proactive care and provider appointment reminders with the ability to reschedule rather than no show (any provider type)
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 pharmacy staff member
Click-to-call or chat to speak to pharmacy staff member when needed
Trailing Documents
Remind and support Applicant in securely uploading required supporting documents post Application.
Confirmation of medication, immunization, DME orders / refills
Confirmation of medication, immunization, DME orders / refills
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
90-day fill conversion
Support for education and 90-day fill conversion
Return to Work
Confirm Claimant's Return to Work date as well as any supporting documentation from the doctor.
Persistency of Benefits
Collect Member's bank details and payment information to ensure that Group Insurance coverage transitions to Individual coverage after employment ends.
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
Digital ID Card
Securely deliver a digital copy of Member'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...)
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Medication adherence
Understand root causes of medication non-adherence and overcome them
Make Payment
Securely accept full or partial payment of outstanding installment amount.
Claim status, adjudication and payment updates
Ability for providers to inquire about claim status, adjudication and payments
Overview of PBM supports and services
Overview of PBM support and services and population health and quality programs
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.
Medication refills and reminders
Sharing of medication refills and reminders with ability to capture and overcome reasons for non adherence
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
Community meeting invitations
Proactive invitations and RSVPs for community events and meetings (virtual and in person)
Borrower After hours Support
Accurate, secure and compliant AI Agent Borrower inquiry and task completion support 24x7
Claims status
Ability for members to receive push notices for, or make inquiries about, claims status
KYC Supporting Documents
Remind and support borrower in securely uploading required supporting KYC documents during Onboarding.
Policy Review (KYC)
Remind and support Policy Holder in securely uploading required supporting KYC documents during Policy Review.
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Employer Onboarding
Guide the Broker / Employer through the information required from them to onboard them into the Carrier's core systems.
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
New patient welcome and information gathering
Patient education on provider and information and documentation completion
First Notice of Loss (FNOL)
Guide the Policy Holder through reporting a loss and filing a Claim.
Member information updates
Member information updates – including cross-channel contact details and change of insurance
Workplace Accommodations
Educate the Member on available workplace acommodations, reduced hours, and reassignment programs available through their employer.
Preventative wellness actions and care gap closure
Education, navigation support and appointment setting for any preventative wellness care gap (immunizations, cancer screenings)
Medication (Rx) reconciliation
Education and scheduling of Medication Reconciliation
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Appointment reminder and rescheduling
Member appointment reminders for care management, provider appointments (any type), home health visits and more
Chronic condition care navigation
Education, care management, navigation support and appointment setting for any chronic condition (diabetes, CKD...)
Shopper plan compare support
Member support in finding a health insurance plan that best fits their needs
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
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Appointment scheduling, reminders and rescheduling (any provider type)
Patient appointment setting support with reminders and ability to reschedule
Adult preventative wellness
Ongong adult 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 information updates
Member information updates – including cross-channel contact details and change of insurance
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
Appointment scheduling, reminders and rescheduling
Support for finding an in network provider and setting appointment via click-to-call or scheduling system integration
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.
HIPAA Release
Securely upload a signed HIPAA release form from the Claimant.
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.




















