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
Policy Review (KYC)
Remind and support Policy Holder in securely uploading required supporting KYC documents during Policy Review.
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Borrower After hours Support
Accurate, secure and compliant AI Agent Borrower inquiry and task completion support 24x7
Persistency of Benefits
Collect Member's bank details and payment information to ensure that Group Insurance coverage transitions to Individual coverage after employment ends.
Surgery Confirmation
Collect detailed surgical information, including operative reports, discharge summaries, and post-operative recovery plans from the Claimant.
Patient after hours support
Accurate, secure and compliant AI Agent patient inquiry and task completion support 24x7
Post-discharge information / education
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Policy Renewal
Guide the Policy Holder through renewing their policy.
Medication refills and reminders
Sharing of medication refills and reminders with ability to capture and overcome reasons for non adherence
Supporting Documents
Remind and support Claimant in securely uploading required supporting documents for a Claim.
Click-to-call or chat to speak to pharmacy staff member
Click-to-call or chat to speak to pharmacy staff member when needed
Census Transformation
Identify Census files in an inbound RFP and Transform the file to the standard format required by the Carrier and identify any issues.
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
Notification of lab and test results
Sharing of lab tests and results
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)
Member contact information collection / updates
Collection of cross-channel member contact information to support better communications
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)
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.
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.
Digital ID Card
Securely deliver a digital copy of Policy Holder's Insurance ID Card upon request.
90-day fill conversion
Support for education and 90-day fill conversion
Cancer Screening outreach and scheduling
Education and appointment setting support for Cancer Screening with appointment reminders and reschedules
Shipping status updates
Shipment status updates
Patient after hours support
Accurate, secure and compliant AI Agent patient inquiry and task completion support 24x7
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Chronic condition care navigation
Education, care management, navigation support and appointment setting for any chronic condition (diabetes, CKD...)
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.
Appointment reminder and rescheduling
Member appointment reminders for care management, provider appointments (any type), home health visits and more
Click-to-call or chat to speak with Care Manager
Click-to-call or chat to speak to Care Manager / Navigator when needed
Proactive Rx status notifications
Proactive Rx status notifications (fill status, issues like prior auth)
Support for shipping / delivery issues, returns and reshipment
Support for shipping / delivery issues, returns and reshipment
Balance Inquiry
Provide Borrower with details of the current balance on their account.
Digital consent
Ability for members to opt in to digital communications
Traditional app and portal registration support
Support for member app download and app and portal initial registration
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Digital Consent
Ability for Policy Holders to opt in to digital communications.
Member contact information collection / updates
Collection of cross-channel member contact information to support better communications
Medication reconciliation appointment setting
Education and scheduling of Medication Reconciliation
Member contact information collection / updates
Collection of cross-channel member contact information to support better communications
Appointment scheduling, reminders and rescheduling
Support for finding an in network provider and setting appointment via click-to-call or scheduling system integration
Trailing Documents
Remind and support Applicant in securely uploading required supporting documents post Application.
Pediatric preventative wellness
Ongoing pediatric preventative wellness education, appointment setting and other actions
Bill pay - payment capture
Bill delivery with safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Post-visit check-in and follow-up details / instructions
Sharing of pre visit instructions with ability to automate answers to inquiries
Extraction (Accidental Death & Dismemberment)
Extract Accidental Death and Dismemberment related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Hardship Inquiry
Reach out to delinquent Borrowers with empathy to identify circumstances such as job loss, illness, divorce, deployment that may be eligible for relief measures.
Provider roster directory updates
Ability for any provider to update their roster information for provider directory accuracy
Care education (chronic condition management)
Notifications to educate on the importance of chronic condition management, related appointment setting
Medication (Rx) reconciliation
Education and scheduling of Medication Reconciliation
Member information updates
Member information updates – including cross-channel contact details and change of insurance
Shopper plan compare support
Member support in finding a health insurance plan that best fits their needs
New patient welcome and information gathering
Patient education on provider and information and documentation completion
Refill reminders and ordering facilitation
Refill reminders and ordering facilitation (including payment capture)
Behavioral Health care management and navigation
Year-round support for members with Behavioral Health conditions - including education, wellness, care gap closure, appointment setting
Adult preventative wellness
Ongong adult preventative wellness education, appointment setting and other actions
Enrollment in mail order program and Rx transfers
Education on benefits of mail order delivery and Rx transfer support
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Brand-to-generic conversion
Support for education and brand to generic fill conversion
Transition of Care Support Readmission Avoidance
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Diabetes care management and navigation
Year-round support for diabetic members including education, wellness, care gap closure, appointment setting
Timely notifications to meet regulatory requirements
Ability to send notifications to members more timely to meet regulatory timing requirements
Payoff Request
Guide Borrower through requesting an official Payoff Letter for their loan.
Chronic Condition Care Gap Closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Cost transparency and cost relief
Education on cost tranparency and cost relief options
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
Explanation of Benefits (EOB) notices and education
Education and notices on Explanation of Benefits (EOB)
Social Determinant of Health SDOH surveys
Social Determinant of Health SDOH survey completion with feeds to core systems for follow-up
Medication adherence:
Understand root causes of medication non-adherence and overcome them
Appointment scheduling, reminders and rescheduling (any provider type)
Patient appointment setting support with reminders and ability to reschedule
Update Beneficiaries
Update Beneficiaries and respond to major life events to ensure Policy Holder's benefits are paid to intended individuals.
Traditional app and portal registration support
Support for member app download and app and portal initial registration
Claim Status
Provide Member with the current status of a Claim.
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Member information updates
Member information updates – including cross-channel contact details and change of insurance
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.
Care appointment reminders
Proactive care and provider appointment reminders with the ability to reschedule rather than no show (any provider type)
Prior authorization education and updates for transparency
Ability for patients to receive push notices for, or make inquiries about, prior authorization status
Disaster Preparedness
Proactively reach out to Policy Holders prior to a disaster, such as storm, wildfire, or flood and educate them on preparedness.
Claims status
Ability for members to receive push notices for, or make inquiries about, claims status
Issues and Complaints
Proactively detect issues and escalate them as tickets to reduce complaints and improve satisfaction.
Care Management connectivity
Notifications to educate on the importance of Care Management and set appointments
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
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
Vaccination reminders, education, appointment scheduling, and paperwork
Debt Management Plan
Proactively reach out to delinquent Borrowers to educate them on eligible Debt Management Plan options available and support their decision.
Brand-to-generic conversion
Support for education and brand to generic fill conversion
Employer Onboarding
Guide the Broker / Employer through the information required from them to onboard them into the Carrier's core systems.
Maternal health navigation
Support for full maternity journeys with education, appointment setting, wellness and more
Medication reconciliation
Education and scheduling of Medication Reconciliation appointments
Adult Preventative Wellness
Ongong adult preventative wellness education, appointment setting and other actions
Cardiac Disease care management and navigation
Year-round support for members with Cardiac Disease - including education, wellness, care gap closure, appointment setting
Premium Payment
Securely accept full or partial payment of outstanding premium amount.
Product Comparison
Support Applicants in finding Insurance Plan options that best fit their needs.
ER avoidance
Education on when to use sites of care that are alternatives to the ER (telehealth, urgent care)
Review and e-sign new patient paperwork
Support for review and e-signature for new patient paperwork
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.
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.




















