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
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
Medication (Rx) reconciliation
Education and scheduling of Medication Reconciliation
Records transfer paperwork
Completion of forms and e-signing records transfer paperwork
Brand-to-generic conversion
Support for education and brand to generic fill conversion
Product Comparison
Support for Applicants to find Lending options that best fits their needs.
Make Payment
Securely accept full or partial payment of outstanding installment amount.
Medication reconciliation
Education and scheduling of Medication Reconciliation appointments
Digital ID Card
Securely deliver a digital copy of Member's Insurance ID Card upon request.
Eligibility of Insurability (EOI)
Guide the new Member through a dynamic set of questions to determine their eligibiity for Insurance.
Enrollment in mail order program and Rx transfers
Education on benefits of mail order delivery and Rx transfer support
Extraction (Vision)
Extract Vision related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Support for shipping / delivery issues, returns and reshipment
Support for shipping / delivery issues, returns and reshipment
SCRA Protection
Securely collect proof of Active Duty Servicemembers in order to trigger financial protections.
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
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
SDOH Resources (transportation, food)
Support for understanding and accessing SDOH resources such as nutrition, transportation
Extraction (Voluntary Life)
Extract Voluntary Life related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
Proactive Rx status notifications
Proactive Rx status notifications (fill status, issues like prior auth)
Persistency of Benefits
Collect Member's bank details and payment information to ensure that Group Insurance coverage transitions to Individual coverage after employment ends.
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Prior authorization communications and intake
Ability for providers and pharmacies to perform prior authorization inquiries, submit forms and information, and receive status updates
SDOH resources (transportation, food)
Support for understanding and accessing SDOH resources such as nutrition, transportation
Transition of Care Support Readmission Avoidance
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Claim Status
Provide Member with the current status of a Claim.
ER avoidance
Education on when to use sites of care that are alternatives to the ER (telehealth, urgent care)
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.
Pre visit preparation instructions
Sharing of pre visit preparation instructions with ability to automate answers to inquiries
Medication reconciliation appointment setting
Education and scheduling of Medication Reconciliation
Appointment scheduling, reminders and rescheduling (any provider type)
Patient appointment setting support with reminders and ability to reschedule
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Digital ID Card
Securely deliver a digital copy of Policy Holder's Insurance ID Card upon request.
Health Risk Assessment HRA surveys
Full Health Risk / Needs Survey completion with feeds to core systems for follow-up
Proactive Rx status notifications
Proactive Rx status notifications (fill status, issues like prior auth)
Workplace Accommodations
Educate the Member on available workplace acommodations, reduced hours, and reassignment programs available through their employer.
Traditional app and portal registration support
Support for member app download and app and portal initial registration
Social Determinant of Health SDOH surveys
Social Determinant of Health SDOH survey completion with feeds to core systems for follow-up
Community meeting invitations
Proactive invitations and RSVPs for community events and meetings (virtual and in person)
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
Shipping status updates
Shipment status updates
Patient after hours support
Accurate, secure and compliant AI Agent patient inquiry and task completion support 24x7
HIPAA Release
Securely upload a signed HIPAA release form from the Claimant.
SDOH Resources (transportation, food)
Support for understanding and accessing SDOH resources such as nutrition, transportation
Payment Status
Provide Member with the current status of a payment on a Claim.
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Care education (chronic condition management)
Notifications to educate on the importance of chronic condition management, related appointment setting
Payment Status
Provide Policy Holder with the current status of a payment on a Claim.
Paperless Statements
Ability for Borrowers to opt in to digital delivery of Statements.
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
Incontinence education and support
Education and connectivity to support resources for incontenence
Member ID card and driver's license digital collection
Safe and secure collection of member ID card(s), driver's license images
Retail, mail order, 90-day medication refills
Support medication adherence with retail, mail order and 90-day refill request support
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
Adult Preventative Wellness
Ongong adult preventative wellness education, appointment setting and other actions
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
Supporting Documents
Remind and support Member in securely uploading required supporting documents for a Claim.
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 Consent
Ability for Members to opt in to digital communications.
Medication adherence:
Understand root causes of medication non-adherence and overcome them
Cardiac Disease care management and navigation
Year-round support for members with Cardiac Disease - including education, wellness, care gap closure, appointment setting
Cost transparency and cost relief
Education on cost tranparency and cost relief options
Ongoing website, portal, & app adoption and utilization
Support for member ongoing utilization of website, traditional apps and portals
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Shipping status updates
Shipment status updates
Digital consent
Ability for members to opt in to digital communications
Hospital discharge support
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Cancer Screening outreach and scheduling
Education and appointment setting support for Cancer Screening with appointment reminders and reschedules
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Issues and Complaints
Proactively detect issues and escalate them as tickets to reduce complaints and improve satisfaction.
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
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
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.
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.
Proactive member out of pocket notifications
Proactive member out of pocket notifications – with support for “price shocks”
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.
Appointment reminder and rescheduling
Member appointment reminders for care management, provider appointments (any type), home health visits and more
Live Member Service chats and warm call transfers
Ability for service representatives to chat within Ushur journeys, and to warm call transfer to them
Shipping status updates
Shipment status updates
Vaccination outreach and scheduling
Education and appointment setting support for Vaccination with appointment reminders and reschedules
Digital consent
Ability for members to opt in to digital communications
Payment capture
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Redetermination journey support (Medicaid)
Support for member retention with ongoing redetermination process education, support and services - until redetermination is complete
Loan Modification
Proactively reach out to delinquent Borrowers to educate them on eligible Loan Modification options available and support their decision.
Timely notifications to meet regulatory requirements
Ability to send notifications to members more timely to meet regulatory timing requirements
Employer Onboarding
Guide the Broker / Employer through the information required from them to onboard them into the Carrier's core systems.
Patient after hours support
Accurate, secure and compliant AI Agent patient inquiry and task completion support 24x7
Co-payment collection
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
90-day fill conversion
Support for education and 90-day fill conversion
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
Policyholder After hours Support
Accurate, secure and compliant AI Agent Policy Holder inquiry and task completion support 24x7
Extraction (Hospital Indemnity)
Extract Hospital Indemnity related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Debt Management Plan
Proactively reach out to delinquent Borrowers to educate them on eligible Debt Management Plan options available and support their decision.
Maternal health navigation
Support for full maternity journeys with education, appointment setting, wellness and more
Member information updates
Member information updates – including cross-channel contact details and change of insurance
Vaccination reminders, education, appointment scheduling, and paperwork
Address Verification
Remind and support Borrower in securely verifying address and contact information during KYC Reviews.
Patient questionnaire automation
Capture of patient information updates and support for review and e-signature for new patient paperwork
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.
