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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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

Medication reconciliation

Education and scheduling of Medication Reconciliation appointments

Email Triage

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

Patient after hours support

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

Member contact information collection / updates

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

Policy Cancellation

Guide the Policy Holder through cancelling their policy.

Issues and Complaints

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

Traditional app and portal registration support

Support for member app download and app and portal initial registration

Ongoing website, portal, & app adoption and utilization

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

Patient questionnaire automation

Capture of patient information updates and support for review and e-signature for new patient paperwork

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

Member information updates

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

Member after hours support

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

Certificate of Insurance (COI)

Respond to Policy Holder requests for copies of Certificate of Insurance (COI) with secure delivery of documents.

Email Triage

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

Explanation of Benefits (EOB) notices and education

Education and notices on Explanation of Benefits (EOB)

Brand-to-generic conversion

Support for education and brand to generic fill conversion

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.

Adult preventative wellness

Ongong adult preventative wellness education, appointment setting and other actions

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

First Notice of Loss

Guide the Claimant through the process of reporting the death of a Policy Holder and filing a Claim.

Provider appointment setting and reminders

Patient appointment setting support with reminders and ability to reschedule

Digital ID card delivery

Delivery of member ID cards digitally

Proactive member out of pocket notifications

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

Live Member Service chats and warm call transfers

Ability for service representatives to chat within Ushur journeys, and to warm call transfer to them

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

New member welcome

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

Product Comparison

Support for Applicants to find Insurance Plan options that best fit their needs.

Persistency of Benefits

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

Care education (chronic condition management)

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

Proactive Rx status notifications

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

Experience and Net Promoter Score (NPS) surveys

Surveying capability for experiences and NPS scoring

Sales appointment setting and reminders

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

Pediatric preventative wellness

Ongoing pediatric preventative wellness education, appointment setting and other actions

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

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

Return to Work

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

Adult Preventative Wellness

Ongong adult preventative wellness education, appointment setting and other actions

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 member service

Ability for service representatives to chat within Ushur journeys, and to warm call transfer to them

Prior authorization education and updates for transparency

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

Surgery Confirmation

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

Respiratory Care care management and navigation (COPD, Asthma)

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

Medication adherence

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

Endorsements and Riders

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

Experience and Net Promoter Score (NPS) surveys

Surveying capability for experiences and NPS scoring

Provider after hours support

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

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.

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.

Enrollment in mail order program and Rx transfers

Education on benefits of mail order delivery and Rx transfer support

Weight loss support

Support for eating well, exercising as well as weight loss medications like GLP1

Medication refills and reminders

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

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

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.

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.

Records transfer paperwork

Completion of forms and e-signing records transfer paperwork

Prior authorization communications and intake

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

Schedule Appointment

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

Pre visit preparation instructions

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

Vaccination reminders, education, appointment scheduling, and paperwork

Member After hours Support

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

Medication adherence

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

Payoff Request

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

Payment Status

Provide Policy Holder with the current status of a payment on a Claim.

Care Management connectivity

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

Find a Provider

Patient support in finding in network doctors (of any type) that best fit their needs

SDOH Resources (transportation, food)

Support for understanding and accessing SDOH resources such as nutrition, transportation

Appointment scheduling, reminders and rescheduling (any provider type)

Patient appointment setting support with reminders and ability to reschedule

Schedule Appointment

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

ER avoidance

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

Member warm welcome benefits education and literacy

Member welcome notifications that educate on plan benefits, deliver digital ID cards

Payment capture

Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing

New patient welcome and information gathering

Patient education on provider and information and documentation completion

Patient after hours support

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

Benefits Education

Answer Member questions on Plan benefits, coverage, and eligibility.

Renewal education and reminders

Support for member retention with renewal education and reminders

Cost transparency (Good Faith Estimate)

Providing out of pocket cost transparency via Good Faith Estimates

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

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

Clinical guideline requests and inquiries

Ability for providers to request clinical guidelines

Extraction (Voluntary Life)

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

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.

Timely notifications to meet regulatory requirements

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

HIPAA Release

Securely upload a signed HIPAA release form from the Claimant.

Profile Updates

Update Policy Holder information and contact preferences.

Shopper plan compare support

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

Digital consent

Ability for members to opt in to digital communications

Loan Modification

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

Claims status

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

Chronic Condition care gap closure

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

Follow-up appointment scheduling

Patient appointment setting support with reminders and ability to reschedule

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

Digital ID Card

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

Co-payment collection

Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing

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

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.

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.

Premium Payment

Securely accept full or partial payment of outstanding premium amount.

Update Beneficiaries

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

Schedule Appointment

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

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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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