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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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

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

Support for shipping / delivery issues, returns and reshipment

Support for shipping / delivery issues, returns and reshipment

Co-payment collection

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

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)

Provider after hours support

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

Benefits Education

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

Traditional app and portal registration support

Support for member app download and app and portal initial registration

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 after hours support

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

ER avoidance

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

Address Verification

Remind and support Borrower in securely verifying address and contact information during KYC Reviews.

Redetermination journey support (Medicaid)

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

Preventative wellness

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

Ongoing website, portal, & app adoption and utilization

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

Shipping status updates

Shipment status updates

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

Chronic Condition Care Gap Closure

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

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)

Preventative Wellness Care Gap Closure

Education, navigation support and appointment setting for any preventative wellness care gap (immunizations, cancer screenings)

Update Beneficiaries

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

Care plan adherence

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

Transition of Care Support Readmission Avoidance

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

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.

Prior Authorization transparency support

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

New member welcome

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

Clinical guideline requests and inquiries

Ability for providers to request clinical guidelines

Care Management connectivity

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

Digital consent

Ability for members to opt in to digital communications

Cancer Screening outreach and scheduling

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

Medication reconciliation

Education and scheduling of Medication Reconciliation appointments

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.

Live Member Service chats and warm call transfers

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

Ongoing website, portal, & app adoption and utilization

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

Product Comparison

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

Bill pay - payment capture

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

Waitlisting

Proactive notifications of appointment availability for patients on wait lists

Respiratory Care care management and navigation (COPD, Asthma)

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

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)

Diabetes care management and navigation

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

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

First Notice of Injury

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

Digital consent

Ability for members to opt in to digital communications

Shipping status updates

Shipment status updates

Supporting Documents

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

Care education (preventative care)

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

Digital ID card delivery

Delivery of member ID cards digitally

Timely notifications to meet regulatory requirements

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

Premium Payment

Securely accept full or partial payment of outstanding premium amount.

Patient after hours support

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

Grievance filing and updates

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

Care appointment reminders

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

Digital ID Card

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

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

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

Trailing Documents

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

Confirmation of medication, immunization, DME orders / refills

Confirmation of medication, immunization, DME orders / refills

Medication adherence

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

90-day fill conversion

Support for education and 90-day fill conversion

Return to Work

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

Persistency of Benefits

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

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

Digital ID Card

Securely deliver a digital copy of Member'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...)

Medication adherence

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

Medication adherence

Understand root causes of medication non-adherence and overcome them

Make Payment

Securely accept full or partial payment of outstanding installment amount.

Claim status, adjudication and payment updates

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

Overview of PBM supports and services

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

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.

Medication refills and reminders

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

Experience and Net Promoter Score (NPS) surveys

Surveying capability for experiences and NPS scoring

Community meeting invitations

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

Borrower After hours Support

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

Claims status

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

KYC Supporting Documents

Remind and support borrower in securely uploading required supporting KYC documents during Onboarding.

Policy Review (KYC)

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

Prior Authorization transparency support

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

Employer Onboarding

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

Medication adherence

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

New patient welcome and information gathering

Patient education on provider and information and documentation completion

First Notice of Loss (FNOL)

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

Member information updates

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

Workplace Accommodations

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

Preventative wellness actions and care gap closure

Education, navigation support and appointment setting for any preventative wellness care gap (immunizations, cancer screenings)

Medication (Rx) reconciliation

Education and scheduling of Medication Reconciliation

Member after hours support

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

Appointment reminder and rescheduling

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

Chronic condition care navigation

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

Shopper plan compare support

Member support in finding a health insurance plan that best fits their needs

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

Retail-to-mail conversion

Support for education and retail-to-mail conversion

Appointment scheduling, reminders and rescheduling (any provider type)

Patient appointment setting support with reminders and ability to reschedule

Adult preventative wellness

Ongong adult preventative wellness education, appointment setting and other actions

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 information updates

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

Experience and Net Promoter Score (NPS) surveys

Surveying capability for experiences and NPS scoring

Appointment scheduling, reminders and rescheduling

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

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.

HIPAA Release

Securely upload a signed HIPAA release form from the Claimant.

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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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