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
Prior authorization education and updates for transparency
Ability for patients to receive push notices for, or make inquiries about, prior authorization status
Overview of pharmacy supports and services
Overview of pharmacy support and services and population health and quality programs
Timely notifications to meet regulatory requirements
Ability to send notifications to members more timely to meet regulatory timing requirements
Sales appointment setting and reminders
Member appointment setting with service or sales agents in support of their buying process
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
Vaccination outreach and scheduling
Education and appointment setting support for Vaccination with appointment reminders and reschedules
Digital ID Card
Securely deliver a digital copy of Policy Holder's Insurance ID Card upon request.
Product Comparison
Support for Applicants to find Lending options that best fits their needs.
Benefits Education
Answer policy holder questions on Plan benefits, coverage, and eligibility.
Provider roster directory updates
Ability for any provider to update their roster information for provider directory accuracy
Borrower After hours Support
Accurate, secure and compliant AI Agent Borrower inquiry and task completion support 24x7
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.
Employer Onboarding
Guide the Broker / Employer through the information required from them to onboard them into the Carrier's core systems.
Cost transparency and cost relief
Education on cost tranparency and cost relief options
Shipping status updates
Shipment status updates
Member information updates (i.e. add dependant)
Collection of member information updates such as adding dependants, changing address, etc
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Musculoskeletal (MSK) care management and navigation
Year-round support for members with Musculoskeletal conditions - including education, wellness, care gap closure, appointment setting
Adult preventative wellness
Ongong adult preventative wellness education, appointment setting and other actions
First Notice of Loss
Guide the Claimant through the process of reporting the death of a Policy Holder and filing a Claim.
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 after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Update Beneficiaries
Update Beneficiaries and respond to major life events to ensure Policy Holder's benefits are paid to intended individuals.
Provider appointment setting and reminders
Patient appointment setting support with reminders and ability to reschedule
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)
Records transfer paperwork
Completion of forms and e-signing records transfer paperwork
Persistency of Benefits
Collect Member's bank details and payment information to ensure that Group Insurance coverage transitions to Individual coverage after employment ends.
Shopper plan compare support
Member support in finding a health insurance plan that best fits their needs
First Notice of Injury
Guide the Claimant through reporting an injury and filing a Claim.
Grievance filing and updates
Ability for members to understand and file Grievances, and receive status updates
Trailing Documents
Remind and support Applicant in securely uploading required supporting documents post Application.
Member contact information collection / updates
Collection of cross-channel member contact information to support better communications
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
Review and e-sign new patient paperwork
Support for review and e-signature for new patient paperwork
Claim Status
Provide Member with the current status of a Claim.
Appointment reminder and rescheduling
Member appointment reminders for care management, provider appointments (any type), home health visits and more
Update Beneficiaries
Update Beneficiaries and respond to major life events to ensure Member's benefits are paid to intended individuals.
Endorsements and Riders
Guide the Policy Holder through amending, adding, and removing lines of coverage to their existing policy.
Bill pay - payment capture
Bill delivery with safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Make Payment
Securely accept full or partial payment of outstanding installment amount.
Brand-to-generic conversion
Support for education and brand to generic fill conversion
Digital consent
Ability for members to opt in to digital communications
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
Policy Review (KYC)
Remind and support Policy Holder in securely uploading required supporting KYC documents during Policy Review.
Cardiac Disease care management and navigation
Year-round support for members with Cardiac Disease - including education, wellness, care gap closure, appointment setting
Policy Renewal
Guide the Policy Holder through renewing their policy.
Click-to-call or chat to speak to pharmacy staff member
Click-to-call or chat to speak to pharmacy staff member when needed
Shipping status updates
Shipment status updates
HIPAA Release
Securely upload a signed HIPAA release form from the Claimant.
New member welcome
New member welcome, overview of PBM supports and services, info gathering / sharing (including insurance ID card capture)
Chronic Condition Care Gap Closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Extraction (Vision)
Extract Vision related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Prior authorization education and updates for transparency
Ability for patients to receive push notices for, or make inquiries about, prior authorization status
Refill reminders and ordering facilitation
Refill reminders and ordering facilitation (including payment capture)
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
Cost transparency and cost relief
Education on cost tranparency and cost relief options
Post-discharge information / education
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
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)
Eligibility of Insurability (EOI)
Guide the new Member through a dynamic set of questions to determine their eligibiity for Insurance.
Member contact information collection / updates
Collection of cross-channel member contact information to support better communications
Redetermination journey support (Medicaid)
Support for member retention with ongoing redetermination process education, support and services - until redetermination is complete
Medication reconciliation
Education and scheduling of Medication Reconciliation appointments
Timely notifications to meet regulatory requirements
Ability to send notifications to members more timely to meet regulatory timing requirements
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
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
Eligibility & benefits verification
Ability for providers and pharmacies to perform eligibilty and benefits verification at the member level
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.
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
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.
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
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
Support for shipping / delivery issues, returns and reshipment
Support for shipping / delivery issues, returns and reshipment
Medication reconciliation
Education and scheduling of Medication Reconciliation appointments
Confirmation of medication, immunization, DME orders / refills
Confirmation of medication, immunization, DME orders / refills
Claim status, adjudication and payment updates
Ability for providers to inquire about claim status, adjudication and payments
Trailing Documents
Remind and support Applicant in securely uploading required supporting documents post Application.
Payment Status
Provide Member with the current status of a payment on a Claim.
Care appointment reminders
Proactive care and provider appointment reminders with the ability to reschedule rather than no show (any provider type)
Loan Modification
Proactively reach out to delinquent Borrowers to educate them on eligible Loan Modification options available and support their decision.
Payment capture
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Community meeting invitations
Proactive invitations and RSVPs for community events and meetings (virtual and in person)
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Cancer Screening outreach and scheduling
Education and appointment setting support for Cancer Screening with appointment reminders and reschedules
Policy Review (KYC)
Remind and support Member in securely uploading required supporting KYC documents during Policy Review.
First Notice of Loss (FNOL)
Guide the Policy Holder through reporting a loss and filing a Claim.
Health Risk Assessment HRA surveys
Full Health Risk / Needs Survey completion with feeds to core systems for follow-up
Preventative wellness
Education and appointment setting for preventative wellness medications, immunizations and tests
Disaster Preparedness
Proactively reach out to Policy Holders prior to a disaster, such as storm, wildfire, or flood and educate them on preparedness.
Brand-to-generic conversion
Support for education and brand to generic fill conversion
Profile Updates
Update Member information and contact preferences.
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
Payoff Request
Guide Borrower through requesting an official Payoff Letter for their loan.
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Digital Consent
Ability for Borrowers to opt in to digital communications.
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Retail, mail order, 90-day medication refills
Support medication adherence with retail, mail order and 90-day refill request support
Co-payment collection
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
SDOH Resources (transportation, food)
Support for understanding and accessing SDOH resources such as nutrition, transportation
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.




















