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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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

Prior authorization education and updates for transparency

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

Overview of pharmacy supports and services

Overview of pharmacy support and services and population health and quality programs

Timely notifications to meet regulatory requirements

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

Sales appointment setting and reminders

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

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

Vaccination outreach and scheduling

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

Digital ID Card

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

Product Comparison

Support for Applicants to find Lending options that best fits their needs.

Benefits Education

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

Provider roster directory updates

Ability for any provider to update their roster information for provider directory accuracy

Borrower After hours Support

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

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.

Employer Onboarding

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

Cost transparency and cost relief

Education on cost tranparency and cost relief options

Shipping status updates

Shipment status updates

Member information updates (i.e. add dependant)

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

Prior Authorization transparency support

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

Musculoskeletal (MSK) care management and navigation

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

Adult preventative wellness

Ongong adult preventative wellness education, appointment setting and other actions

First Notice of Loss

Guide the Claimant through the process of reporting the death of a Policy Holder and filing a Claim.

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

Member after hours support

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

Update Beneficiaries

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

Provider appointment setting and reminders

Patient appointment setting support with reminders and ability to reschedule

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)

Records transfer paperwork

Completion of forms and e-signing records transfer paperwork

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

First Notice of Injury

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

Grievance filing and updates

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

Trailing Documents

Remind and support Applicant in securely uploading required supporting documents post Application.

Member contact information collection / updates

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

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

Review and e-sign new patient paperwork

Support for review and e-signature for new patient paperwork

Claim Status

Provide Member with the current status of a Claim.

Appointment reminder and rescheduling

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

Update Beneficiaries

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

Endorsements and Riders

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

Bill pay - payment capture

Bill delivery with safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing

Make Payment

Securely accept full or partial payment of outstanding installment amount.

Brand-to-generic conversion

Support for education and brand to generic fill conversion

Digital consent

Ability for members to opt in to digital communications

Experience and Net Promoter Score (NPS) surveys

Surveying capability for experiences and NPS scoring

Policy Review (KYC)

Remind and support Policy Holder in securely uploading required supporting KYC documents during Policy Review.

Cardiac Disease care management and navigation

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

Policy Renewal

Guide the Policy Holder through renewing their policy.

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

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

Shipping status updates

Shipment status updates

HIPAA Release

Securely upload a signed HIPAA release form from the Claimant.

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...)

Extraction (Vision)

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

Prior authorization education and updates for transparency

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

Refill reminders and ordering facilitation

Refill reminders and ordering facilitation (including payment capture)

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

Cost transparency and cost relief

Education on cost tranparency and cost relief options

Post-discharge information / education

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

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)

Eligibility of Insurability (EOI)

Guide the new Member through a dynamic set of questions to determine their eligibiity for Insurance.

Member contact information collection / updates

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

Redetermination journey support (Medicaid)

Support for member retention with ongoing redetermination process education, support and services - until redetermination is complete

Medication reconciliation

Education and scheduling of Medication Reconciliation appointments

Timely notifications to meet regulatory requirements

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

Proactive member out of pocket notifications

Proactive member out of pocket notifications – with support for “price shocks”

Follow-up appointment scheduling

Patient appointment setting support with reminders and ability to reschedule

Support for shipping / delivery issues, returns and reshipment

Support for shipping / delivery issues, returns and reshipment

Policyholder After hours Support

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

Eligibility & benefits verification

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

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.

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

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.

Experience and Net Promoter Score (NPS) surveys

Surveying capability for experiences and NPS scoring

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

Support for shipping / delivery issues, returns and reshipment

Support for shipping / delivery issues, returns and reshipment

Medication reconciliation

Education and scheduling of Medication Reconciliation appointments

Confirmation of medication, immunization, DME orders / refills

Confirmation of medication, immunization, DME orders / refills

Claim status, adjudication and payment updates

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

Trailing Documents

Remind and support Applicant in securely uploading required supporting documents post Application.

Payment Status

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

Care appointment reminders

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

Loan Modification

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

Payment capture

Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing

Community meeting invitations

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

Email Triage

Automatically triage incoming servicing emails to identify intent and respond to service requests.

Cancer Screening outreach and scheduling

Education and appointment setting support for Cancer Screening with appointment reminders and reschedules

Policy Review (KYC)

Remind and support Member in securely uploading required supporting KYC documents during Policy Review.

First Notice of Loss (FNOL)

Guide the Policy Holder through reporting a loss and filing a Claim.

Health Risk Assessment HRA surveys

Full Health Risk / Needs Survey completion with feeds to core systems for follow-up

Preventative wellness

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

Disaster Preparedness

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

Brand-to-generic conversion

Support for education and brand to generic fill conversion

Profile Updates

Update Member information and contact preferences.

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

Payoff Request

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

Medication adherence

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

Digital Consent

Ability for Borrowers to opt in to digital communications.

Retail-to-mail conversion

Support for education and retail-to-mail conversion

Retail, mail order, 90-day medication refills

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

Co-payment collection

Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing

SDOH Resources (transportation, food)

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

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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.

Agentic AI that Analysts rave about

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