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
Incontinence education and support
Education and connectivity to support resources for incontenence
Medication reconciliation
Education and scheduling of Medication Reconciliation appointments
Vaccination reminders, education, appointment scheduling, and paperwork
Profile Updates
Update Policy Holder information and contact preferences.
Chronic condition care navigation
Education, care management, navigation support and appointment setting for any chronic condition (diabetes, CKD...)
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
Care appointment reminders
Proactive care and provider appointment reminders with the ability to reschedule rather than no show (any provider type)
Member ID card and driver's license digital collection
Safe and secure collection of member ID card(s), driver's license images
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Redetermination journey support (Medicaid)
Support for member retention with ongoing redetermination process education, support and services - until redetermination is complete
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Policyholder After hours Support
Accurate, secure and compliant AI Agent Policy Holder inquiry and task completion support 24x7
Address Verification
Remind and support Borrower in securely verifying address and contact information during KYC Reviews.
Payment Status
Provide Member with the current status of a payment on a Claim.
Shipping status updates
Shipment status updates
Extraction (Voluntary Life)
Extract Voluntary Life related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Confirmation of medication, immunization, DME orders / refills
Confirmation of medication, immunization, DME orders / refills
Support for shipping / delivery issues, returns and reshipment
Support for shipping / delivery issues, returns and reshipment
Borrower After hours Support
Accurate, secure and compliant AI Agent Borrower inquiry and task completion support 24x7
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 Policy Holder's benefits are paid to intended individuals.
Overview of pharmacy supports and services
Overview of pharmacy support and services and population health and quality programs
Digital ID card delivery
Delivery of member ID cards digitally
Profile Updates
Update Member information and contact preferences.
Payment Status
Provide Member with the current status of a payment on a Claim.
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.
Debt Management Plan
Proactively reach out to delinquent Borrowers to educate them on eligible Debt Management Plan options available and support their decision.
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
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)
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Premium Payment
Securely accept full or partial payment of outstanding premium amount.
Extraction (Basic Life)
Extract Basic Life related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Payoff Request
Guide Borrower through requesting an official Payoff Letter for their loan.
Follow-up appointment scheduling
Patient appointment setting support with reminders and ability to reschedule
Waitlisting
Proactive notifications of appointment availability for patients on wait lists
Live Member Service chats and warm call transfers
Ability for service representatives to chat within Ushur journeys, and to warm call transfer to them
Claim Status
Provide Policy Holder with the current status of a Claim.
Records transfer paperwork
Completion of forms and e-signing records transfer paperwork
Product Comparison
Support Applicants in finding Insurance Plan options that best fit their needs.
New member welcome
New member welcome, overview of PBM supports and services, info gathering / sharing (including insurance ID card capture)
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
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.
ER avoidance
Education on when to use sites of care that are alternatives to the ER (telehealth, urgent care)
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)
Trailing Documents
Remind and support Applicant in securely uploading required supporting documents post Application.
Prior authorization education and updates for transparency
Ability for patients to receive push notices for, or make inquiries about, prior authorization status
First Notice of Loss
Guide the Claimant through the process of reporting the death of a Policy Holder and filing a Claim.
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
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.
Retail, mail order, 90-day medication refills
Support medication adherence with retail, mail order and 90-day refill request support
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.
Proactive Rx status notifications
Proactive Rx status notifications (fill status, issues like prior auth)
Return to Work
Confirm Claimant's Return to Work date as well as any supporting documentation from the doctor.
Product Comparison
Support for Applicants to find Lending options that best fits their needs.
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
Community meeting invitations
Proactive invitations and RSVPs for community events and meetings (virtual and in person)
Appointment scheduling, reminders and rescheduling (any provider type)
Patient appointment setting support with reminders and ability to reschedule
Traditional app and portal registration support
Support for member app download and app and portal initial registration
ER avoidance
Education on when to use sites of care that are alternatives to the ER (telehealth, urgent care)
Medication adherence
Understand root causes of medication non-adherence and overcome them
Site of care guidance (wayfinding)
Support for appropriate site of care with appointment setting
Member After hours Support
Accurate, secure and compliant AI Member inquiry and task completion support 24x7
Behavioral Health care management and navigation
Year-round support for members with Behavioral Health conditions - including education, wellness, care gap closure, appointment setting
Pre visit preparation instructions
Sharing of pre visit preparation instructions with ability to automate answers to inquiries
Pediatric Preventative Wellness
Ongoing pediatric preventative wellness education, appointment setting and other actions
Balance Inquiry
Provide Borrower with details of the current balance on their account.
Appeal filing and updates
Ability for members to understand and file Appeals, and receive status updates
Sales appointment setting and reminders
Member appointment setting with service or sales agents in support of their buying process
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
Digital Consent
Ability for Borrowers to opt in to digital communications.
Benefits Education
Answer Member questions on Plan benefits, coverage, and eligibility.
Employer Onboarding
Guide the Broker / Employer through the information required from them to onboard them into the Carrier's core systems.
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Surgery Confirmation
Collect detailed surgical information, including operative reports, discharge summaries, and post-operative recovery plans from the Claimant.
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.
Claim status, adjudication and payment updates
Ability for providers to inquire about claim status, adjudication and payments
Follow-up appointment scheduling
Patient appointment setting support with reminders and ability to reschedule
Certificate of Insurance (COI)
Respond to Policy Holder requests for copies of Certificate of Insurance (COI) with secure delivery of documents.
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 after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Policy Review (KYC)
Remind and support Policy Holder in securely uploading required supporting KYC documents during Policy Review.
Member warm welcome benefits education and literacy
Member welcome notifications that educate on plan benefits, deliver digital ID cards
Explanation of Benefits (EOB) notices and education
Education and notices on Explanation of Benefits (EOB)
Support for shipping / delivery issues, returns and reshipment
Support for shipping / delivery issues, returns and reshipment
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
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Respiratory Care care management and navigation (COPD, Asthma)
Year-round support for members with Respiratory Disease - including education, wellness, care gap closure, appointment setting
Digital consent
Ability for members to opt in to digital communications
Paperless Statements
Ability for Borrowers to opt in to digital delivery of Statements.
Digital Consent
Ability for Members to opt in to digital communications.
SDOH resources (transportation, food)
Support for understanding and accessing SDOH resources such as nutrition, transportation
Ongoing website, portal, & app adoption and utilization
Support for member ongoing utilization of website, traditional apps and portals
Eligibility and Out of Pocket Cost (OOP) verification
Ability for members to inquire about eligibility and verify out of pocket costs
Digital consent
Ability for members to opt in to digital communications
Pediatric preventative wellness
Ongoing pediatric preventative wellness education, appointment setting and other actions
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Adult preventative wellness
Ongong adult preventative wellness education, appointment setting and other actions
Shipping status updates
Shipment status updates
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.




















