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
Pediatric preventative wellness
Ongoing pediatric preventative wellness education, appointment setting and other actions
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
Digital ID Card
Securely deliver a digital copy of Policy Holder's Insurance ID Card upon request.
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Provider appointment setting and reminders
Patient appointment setting support with reminders and ability to reschedule
Member contact information collection / updates
Collection of cross-channel member contact information to support better communications
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
Prior authorization education and updates for transparency
Ability for patients to receive push notices for, or make inquiries about, prior authorization status
Claim Status
Provide Member with the current status of a Claim.
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
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
Care Management connectivity
Notifications to educate on the importance of Care Management and set appointments
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
Digital consent
Ability for members to opt in to digital communications
Overview of PBM supports and services
Overview of PBM support and services and population health and quality programs
Pediatric Preventative Wellness
Ongoing pediatric preventative wellness education, appointment setting and other actions
Sales appointment setting and reminders
Member appointment setting with service or sales agents in support of their buying process
Appointment reminder and rescheduling
Member appointment reminders for care management, provider appointments (any type), home health visits and more
Shipping status updates
Shipment status updates
Shipping status updates
Shipment status updates
Support for shipping / delivery issues, returns and reshipment
Support for shipping / delivery issues, returns and reshipment
SDOH Resources (transportation, food)
Support for understanding and accessing SDOH resources such as nutrition, transportation
Persistency of Benefits
Collect Member's bank details and payment information to ensure that Group Insurance coverage transitions to Individual coverage after employment ends.
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
Trailing Documents
Remind and support Applicant in securely uploading required supporting documents post Application.
Shopper plan compare support
Member support in finding a health insurance plan that best fits their needs
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.
Follow-up appointment scheduling
Patient appointment setting support with reminders and ability to reschedule
Click-to-call or chat to speak to pharmacy staff member
Click-to-call or chat to speak to pharmacy staff member when needed
Transition of care support
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Proactive member out of pocket notifications
Proactive member out of pocket notifications – with support for “price shocks”
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
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
Surgery Confirmation
Collect detailed surgical information, including operative reports, discharge summaries, and post-operative recovery plans from the Claimant.
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 Member's benefits are paid to intended individuals.
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Chronic Condition Care Gap Closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
First Notice of Injury
Guide the Claimant through reporting an injury and filing a Claim.
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.
Grievance filing and updates
Ability for members to understand and file Grievances, and receive status updates
Digital consent
Ability for members to opt in to digital communications
Shipping status updates
Shipment status updates
Policy Reinstatement
Guide the Policy Holder through re-instating a lapsed policy.
Medication reconciliation
Education and scheduling of Medication Reconciliation appointments
Proactive Rx status notifications
Proactive Rx status notifications (fill status, issues like prior auth)
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)
Appointment scheduling, reminders and rescheduling
Support for finding an in network provider and setting appointment via click-to-call or scheduling system integration
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
Cost transparency and cost relief
Education on cost tranparency and cost relief options
Follow-up appointment scheduling
Patient appointment setting support with reminders and ability to reschedule
Policy Cancellation
Guide the Policy Holder through cancelling their policy.
Payment Status
Provide Member with the current status of a payment on a Claim.
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Endorsements and Riders
Guide the Policy Holder through amending, adding, and removing lines of coverage to their existing policy.
Prior authorization education and updates for transparency
Ability for patients to receive push notices for, or make inquiries about, prior authorization status
Extraction (Critical Illness)
Extract Critical Illness related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Supporting Documents
Remind and support Member in securely uploading required supporting documents for a Claim.
Member information updates
Member information updates – including cross-channel contact details and change of insurance
Digital Consent
Ability for Policy Holders to opt in to digital communications.
Member information updates
Member information updates – including cross-channel contact details and change of insurance
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 information updates (i.e. add dependant)
Collection of member information updates such as adding dependants, changing address, etc
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Pre visit preparation instructions
Sharing of pre visit preparation instructions with ability to automate answers to inquiries
Preventative wellness
Education and appointment setting for preventative wellness medications, immunizations and tests
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Respiratory Care care management and navigation (COPD, Asthma)
Year-round support for members with Respiratory Disease - including education, wellness, care gap closure, appointment setting
Appeal filing and updates
Ability for members to understand and file Appeals, and receive status updates
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)
Paperless Statements
Ability for Borrowers to opt in to digital delivery of Statements.
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Payment capture
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Vaccination reminders, education, appointment scheduling, and paperwork
Shipping status updates
Shipment status updates
HIPAA Release
Securely upload a signed HIPAA release form from the Claimant.
Health Risk Assessment HRA surveys
Full Health Risk / Needs Survey completion with feeds to core systems for follow-up
Trailing Documents
Remind and support Applicant in securely uploading required supporting documents post Application.
Ongoing website, portal, & app adoption and utilization
Support for member ongoing utilization of website, traditional apps and portals
Ongoing website, portal, & app adoption and utilization
Support for member ongoing utilization of website, traditional apps and portals
Member contact information collection / updates
Collection of cross-channel member contact information to support better communications
Medication refills and reminders
Sharing of medication refills and reminders with ability to capture and overcome reasons for non adherence
Records transfer paperwork
Completion of forms and e-signing records transfer paperwork
Medication reconciliation
Education and scheduling of Medication Reconciliation appointments
Care appointment reminders
Proactive care and provider appointment reminders with the ability to reschedule rather than no show (any provider type)
Medication (Rx) reconciliation
Education and scheduling of Medication Reconciliation
Cancer Screening outreach and scheduling
Education and appointment setting support for Cancer Screening with appointment reminders and reschedules
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
Behavioral Health care management and navigation
Year-round support for members with Behavioral Health conditions - including education, wellness, care gap closure, appointment setting
Product Comparison
Support for Applicants to find Lending options that best fits their needs.
Member After hours Support
Accurate, secure and compliant AI Member inquiry and task completion support 24x7
Renewal education and reminders
Support for member retention with renewal education and reminders
Click-to-call or chat to speak with Care Manager
Click-to-call or chat to speak to Care Manager / Navigator when needed
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.
Benefits Education
Answer Member questions on Plan benefits, coverage, and eligibility.
Digital Consent
Ability for Members to opt in to digital communications.
Borrower After hours Support
Accurate, secure and compliant AI Agent Borrower inquiry and task completion support 24x7
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.
