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

Policy Review (KYC)

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

Medication adherence

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

Borrower After hours Support

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

Persistency of Benefits

Collect Member's bank details and payment information to ensure that Group Insurance coverage transitions to Individual coverage after employment ends.

Surgery Confirmation

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

Patient after hours support

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

Post-discharge information / education

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

Policy Renewal

Guide the Policy Holder through renewing their policy.

Medication refills and reminders

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

Supporting Documents

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

Click-to-call or chat to speak to pharmacy staff member

Click-to-call or chat to speak to pharmacy staff member when needed

Census Transformation

Identify Census files in an inbound RFP and Transform the file to the standard format required by the Carrier and identify any issues.

Find a Primary Care doctor or Pediatrician

Support for finding a primary care doctor or pediatrician in network and setting appointment via click-to-call

Notification of lab and test results

Sharing of lab tests and results

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)

Member contact information collection / updates

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

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)

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.

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.

Digital ID Card

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

90-day fill conversion

Support for education and 90-day fill conversion

Cancer Screening outreach and scheduling

Education and appointment setting support for Cancer Screening with appointment reminders and reschedules

Shipping status updates

Shipment status updates

Patient after hours support

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

Member after hours support

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

Chronic condition care navigation

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

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.

Appointment reminder and rescheduling

Member appointment reminders for care management, provider appointments (any type), home health visits and more

Click-to-call or chat to speak with Care Manager

Click-to-call or chat to speak to Care Manager / Navigator when needed

Proactive Rx status notifications

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

Support for shipping / delivery issues, returns and reshipment

Support for shipping / delivery issues, returns and reshipment

Balance Inquiry

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

Digital consent

Ability for members to opt in to digital communications

Traditional app and portal registration support

Support for member app download and app and portal initial registration

Medication adherence

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

Digital Consent

Ability for Policy Holders to opt in to digital communications.

Member contact information collection / updates

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

Medication reconciliation appointment setting

Education and scheduling of Medication Reconciliation

Member contact information collection / updates

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

Appointment scheduling, reminders and rescheduling

Support for finding an in network provider and setting appointment via click-to-call or scheduling system integration

Trailing Documents

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

Pediatric preventative wellness

Ongoing pediatric preventative wellness education, appointment setting and other actions

Bill pay - payment capture

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

Prior Authorization transparency support

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

Post-visit check-in and follow-up details / instructions

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

Extraction (Accidental Death & Dismemberment)

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

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.

Provider roster directory updates

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

Care education (chronic condition management)

Notifications to educate on the importance of chronic condition management, related appointment setting

Medication (Rx) reconciliation

Education and scheduling of Medication Reconciliation

Member information updates

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

Shopper plan compare support

Member support in finding a health insurance plan that best fits their needs

New patient welcome and information gathering

Patient education on provider and information and documentation completion

Refill reminders and ordering facilitation

Refill reminders and ordering facilitation (including payment capture)

Behavioral Health care management and navigation

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

Adult preventative wellness

Ongong adult preventative wellness education, appointment setting and other actions

Enrollment in mail order program and Rx transfers

Education on benefits of mail order delivery and Rx transfer support

Experience and Net Promoter Score (NPS) surveys

Surveying capability for experiences and NPS scoring

Retail-to-mail conversion

Support for education and retail-to-mail conversion

Brand-to-generic conversion

Support for education and brand to generic fill conversion

Transition of Care Support Readmission Avoidance

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

Diabetes care management and navigation

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

Timely notifications to meet regulatory requirements

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

Payoff Request

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

Chronic Condition Care Gap Closure

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

Cost transparency and cost relief

Education on cost tranparency and cost relief options

Member after hours support

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

Schedule Appointment

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

Explanation of Benefits (EOB) notices and education

Education and notices on Explanation of Benefits (EOB)

Social Determinant of Health SDOH surveys

Social Determinant of Health SDOH survey completion with feeds to core systems for follow-up

Medication adherence:

Understand root causes of medication non-adherence and overcome them

Appointment scheduling, reminders and rescheduling (any provider type)

Patient appointment setting support with reminders and ability to reschedule

Update Beneficiaries

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

Traditional app and portal registration support

Support for member app download and app and portal initial registration

Claim Status

Provide Member with the current status of a Claim.

Retail-to-mail conversion

Support for education and retail-to-mail conversion

Member information updates

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

Prior Authorization transparency support

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

First Notice of Injury

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

Care appointment reminders

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

Prior authorization education and updates for transparency

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

Disaster Preparedness

Proactively reach out to Policy Holders prior to a disaster, such as storm, wildfire, or flood and educate them on preparedness.

Claims status

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

Issues and Complaints

Proactively detect issues and escalate them as tickets to reduce complaints and improve satisfaction.

Care Management connectivity

Notifications to educate on the importance of Care Management and set appointments

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

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

Vaccination reminders, education, appointment scheduling, and paperwork

Debt Management Plan

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

Brand-to-generic conversion

Support for education and brand to generic fill conversion

Employer Onboarding

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

Maternal health navigation

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

Medication reconciliation

Education and scheduling of Medication Reconciliation appointments

Adult Preventative Wellness

Ongong adult preventative wellness education, appointment setting and other actions

Cardiac Disease care management and navigation

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

Premium Payment

Securely accept full or partial payment of outstanding premium amount.

Product Comparison

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

ER avoidance

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

Review and e-sign new patient paperwork

Support for review and e-signature for new patient paperwork

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.

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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.

Agentic AI that Analysts rave about

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