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

Enrollment in mail order program and Rx transfers

Education on benefits of mail order delivery and Rx transfer support

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

Disaster Preparedness

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

Prior Authorization transparency support

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

Supporting Documents

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

Cardiac Disease care management and navigation

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

Community meeting invitations

Proactive invitations and RSVPs for community events and meetings (virtual and in person)

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

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

Patient after hours support

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

Care education (chronic condition management)

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

Refill reminders and ordering facilitation

Refill reminders and ordering facilitation (including payment capture)

Loan Modification

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

Payment Status

Provide Member with the current status of a payment on a Claim.

Retail, mail order, 90-day medication refills

Support medication adherence with retail, mail order and 90-day refill request support

Claim status, adjudication and payment updates

Ability for providers to inquire about claim status, adjudication and payments

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

HIPAA Release

Securely upload a signed HIPAA release form from the Claimant.

Appeal filing and updates

Ability for members to understand and file Appeals, and receive status updates

Medication adherence

Understand root causes of medication non-adherence and overcome them

SDOH resources (transportation, food)

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

Care Management connectivity

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

Care appointment reminders

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

Financial Health Education

Support Borrowers with advice, reminders, and empathy to guide them towards financially healthy payment behavior.

Product Comparison

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

Diabetes care management and navigation

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

Ongoing website, portal, & app adoption and utilization

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

Waitlisting

Proactive notifications of appointment availability for patients on wait lists

Schedule and prep instructions for PT / OT / other visits

Patient appointment setting support with visit prep instructions, reminders and ability to reschedule

Live Member Service chats and warm call transfers

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

Chronic condition care navigation

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

Vaccination outreach and scheduling

Education and appointment setting support for Vaccination with appointment reminders and reschedules

Profile Updates

Update Borrower information and contact preferences.

Extraction (Vision)

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

Appointment scheduling, reminders and rescheduling

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

Cost transparency and cost relief

Education on cost tranparency and cost relief options

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

Grievance filing and updates

Ability for members to understand and file Grievances, and receive status updates

Product Comparison

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

Issues and Complaints

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

Debt Management Plan

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

New patient welcome and information gathering

Patient education on provider and information and documentation completion

Retail-to-mail conversion

Support for education and retail-to-mail conversion

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

Update Beneficiaries

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

Vaccination reminders, education, appointment scheduling, and paperwork

Enrollment in mail order program and Rx transfers

Education on benefits of mail order delivery and Rx transfer support

Member after hours support

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

Digital Consent

Ability for Borrowers to opt in to digital communications.

ER avoidance

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

Medication refills and reminders

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

Vaccination reminders, education, appointment scheduling, and paperwork

Preventative wellness

Education and appointment setting for preventative wellness medications, immunizations and tests

Digital consent

Ability for members to opt in to digital communications

Timely notifications to meet regulatory requirements

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

Borrower After hours Support

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

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

Experience and Net Promoter Score (NPS) surveys

Surveying capability for experiences and NPS scoring

Payment Status

Provide Member with the current status of a payment on a Claim.

Member information updates

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

Follow-up appointment scheduling

Patient appointment setting support with reminders and ability to reschedule

Prior Authorization transparency support

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

Pre visit preparation instructions

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

90-day fill conversion

Support for education and 90-day fill conversion

Appointment reminder and rescheduling

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

Member contact information collection / updates

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

Support for shipping / delivery issues, returns and reshipment

Support for shipping / delivery issues, returns and reshipment

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

Shipping status updates

Shipment status updates

Prior authorization education and updates for transparency

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

Policy Renewal

Guide the Policy Holder through renewing their policy.

Timely notifications to meet regulatory requirements

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

Claim Status

Provide Member with the current status of a Claim.

Premium Payment

Securely accept full or partial payment of outstanding premium amount.

Endorsements and Riders

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

Medication reconciliation appointment setting

Education and scheduling of Medication Reconciliation

Member after hours support

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

Weight loss support

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

Payoff Request

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

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)

Extraction (Hospital Indemnity)

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

Shipping status updates

Shipment status updates

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.

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.

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

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

Behavioral Health care management and navigation

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

Follow-up appointment scheduling

Patient appointment setting support with reminders and ability to reschedule

First Notice of Injury

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

ER avoidance

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

Medication adherence

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

Return to Work

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

Proactive Rx status notifications

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

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

Member information updates

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

Sales appointment setting and reminders

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

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

Update Beneficiaries

Update Beneficiaries and respond to major life events to ensure Policy Holder'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.

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