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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increase in CSAT score
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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

Medication (Rx) reconciliation

Education and scheduling of Medication Reconciliation

Cost transparency (Good Faith Estimate)

Providing out of pocket cost transparency via Good Faith Estimates

90-day fill conversion

Support for education and 90-day fill conversion

Digital Consent

Ability for Policy Holders to opt in to digital communications.

Prior Authorization transparency support

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

Policy Reinstatement

Guide the Policy Holder through re-instating a lapsed policy.

Workplace Accommodations

Educate the Member on available workplace acommodations, reduced hours, and reassignment programs available through their employer.

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

Benefits Education

Answer policy holder questions on Plan benefits, coverage, and eligibility.

Eligibility and Out of Pocket Cost (OOP) verification

Ability for members to inquire about eligibility and verify out of pocket costs

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

Retail-to-mail conversion

Support for education and retail-to-mail conversion

Sales appointment setting and reminders

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

Claim status, adjudication and payment updates

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

Benefits Education

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

Retail-to-mail conversion

Support for education and retail-to-mail conversion

Employer Onboarding

Guide the Broker / Employer through the information required from them to onboard them into the Carrier's core systems.

Care education (preventative care)

Notifications to educate on the importance of adult and pediatric preventative care, related 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

Policy Cancellation

Guide the Policy Holder through cancelling their policy.

Transition of Care Support Readmission Avoidance

Support for inpatient to facility or home transitions to ensure safety and decrease readmissions

Respiratory Care care management and navigation (COPD, Asthma)

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

ER avoidance

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

Profile Updates

Update Policy Holder information and contact preferences.

Explanation of Benefits (EOB) notices and education

Education and notices on Explanation of Benefits (EOB)

Timely notifications to meet regulatory requirements

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

Shipping status updates

Shipment status updates

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.

Surgery Confirmation

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

Maternal health navigation

Support for full maternity journeys with education, appointment setting, wellness and more

Digital consent

Ability for members to opt in to digital communications

Ongoing website, portal, & app adoption and utilization

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

Provider credentialing with Plan

Support for provider credentialing information submission and status updates

Preventative wellness

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

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.

Sales appointment setting and reminders

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

Member after hours support

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

Experience and Net Promoter Score (NPS) surveys

Surveying capability for experiences and NPS scoring

Borrower After hours Support

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

Annual Wellness Visit (AWV) outreach and scheduling

Education and appointment setting support for Annual Wellness Visits (AWV) with appointment reminders and reschedules

Member After hours Support

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

Cost transparency and cost relief

Education on cost tranparency and cost relief options

Issues and Complaints

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

Vaccination outreach and scheduling

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

First Notice of Injury

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

Eligibility & benefits verification

Ability for providers and pharmacies to perform eligibilty and benefits verification at the member level

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

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

Care Management connectivity

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

Vaccination reminders, education, appointment scheduling, and paperwork

Member after hours support

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

New patient welcome and information gathering

Patient education on provider and information and documentation completion

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.

Digital Consent

Ability for Borrowers to opt in to digital communications.

Persistency of Benefits

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

Clinical guideline requests and inquiries

Ability for providers to request clinical guidelines

Member information updates (i.e. add dependant)

Collection of member information updates such as adding dependants, changing address, etc

Member contact information collection / updates

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

Chronic Condition care gap closure

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

Profile Updates

Update Borrower information and contact preferences.

Social Determinant of Health SDOH surveys

Social Determinant of Health SDOH survey completion with feeds to core systems for follow-up

Escrow Review

Guide Borrower through shortfalls or excesses in their escrow account, the tax or insurance payments that led to the shortfall, and to securely accept payments for any shortfall.

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

Care plan adherence

Notifications to educate on the importance of care plan adherence, related appointment setting

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...)

Product Comparison

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

Follow-up appointment scheduling

Patient appointment setting support with reminders and ability to reschedule

Prior authorization education and updates for transparency

Ability for patients 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

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.

SDOH Resources (transportation, food)

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

Vaccination reminders, education, appointment scheduling, and paperwork

Premium Payment

Securely accept full or partial payment of outstanding premium amount.

Experience and Net Promoter Score (NPS) surveys

Surveying capability for experiences and NPS scoring

Member warm welcome benefits education and literacy

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

New member welcome

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

Follow-up appointment scheduling

Patient appointment setting support with reminders and ability to reschedule

Proactive Rx status notifications

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

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)

Digital ID Card

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

Chronic Condition Care Gap Closure

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

Benefit awareness and literacy

Support for member education on benefits and how to utilize them throughout the plan year

Retail-to-mail conversion

Support for education and retail-to-mail conversion

Site of care guidance (wayfinding)

Support for appropriate site of care with appointment setting

Records transfer paperwork

Completion of forms and e-signing records transfer paperwork

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

Certificate of Insurance (COI)

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

Retail, mail order, 90-day medication refills

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

Chronic Condition care gap closure

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

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

Brand-to-generic conversion

Support for education and brand to generic fill conversion

Extraction (Vision)

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

Shipping status updates

Shipment status updates

Confirmation of medication, immunization, DME orders / refills

Confirmation of medication, immunization, DME orders / refills

Schedule Appointment

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

Renewal education and reminders

Support for member retention with renewal education and reminders

Member contact information collection / updates

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

Review and e-sign new patient paperwork

Support for review and e-signature for new patient paperwork

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.

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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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