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

Payment Status

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

New member welcome

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

Traditional app and portal registration support

Support for member app download and app and portal initial registration

Chronic Condition care gap closure

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

Payment Status

Provide Policy Holder with the current status of a payment on a Claim.

Site of care guidance (wayfinding)

Support for appropriate site of care with appointment setting

ER avoidance

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

Benefits Education

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

Member contact information collection / updates

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

Medication adherence:

Understand root causes of medication non-adherence and overcome them

Appeal filing and updates

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

Prior Authorization transparency support

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

Click-to-call or chat to speak to member service

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

Product Comparison

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

Redetermination journey support (Medicaid)

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

Bill pay - payment capture

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

Ongoing website, portal, & app adoption and utilization

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

Loan Modification

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

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

Incontinence education and support

Education and connectivity to support resources for incontenence

Waitlisting

Proactive notifications of appointment availability for patients on wait lists

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

Support for shipping / delivery issues, returns and reshipment

Support for shipping / delivery issues, returns and reshipment

Appointment scheduling, reminders and rescheduling (any provider type)

Patient appointment setting support with reminders and ability to reschedule

Digital Consent

Ability for Members to opt in to digital communications.

Medication refills and reminders

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

Employer Onboarding

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

Policy Review (KYC)

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

Co-payment collection

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

Retail-to-mail conversion

Support for education and retail-to-mail conversion

Care plan adherence

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

Email Triage

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

Issues and Complaints

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

Health Risk Assessment HRA surveys

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

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.

First Notice of Loss

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

Email Triage

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

Digital consent

Ability for members to opt in to digital communications

Policy Review (KYC)

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

Profile Updates

Update Member information and contact preferences.

Retail-to-mail conversion

Support for education and retail-to-mail conversion

Member contact information collection / updates

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

Sales appointment setting and reminders

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

Cost transparency and cost relief

Education on cost tranparency and cost relief options

Chronic Condition care gap closure

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

Brand-to-generic conversion

Support for education and brand to generic fill conversion

Vaccination outreach and scheduling

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

Maternal health navigation

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

Digital ID Card

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

Digital Consent

Ability for Policy Holders to opt in to digital communications.

Medication reconciliation

Education and scheduling of Medication Reconciliation appointments

Member after hours support

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

Ongoing website, portal, & app adoption and utilization

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

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

Grievance filing and updates

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

Payment capture

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

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.

Workplace Accommodations

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

Product Comparison

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

Preventative wellness actions and care gap closure

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

Fall prevention education and action

Education and connectivity to support resources for fall prevention (movement, home safety...)

Patient after hours support

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

Member information updates

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

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

Make Payment

Securely accept full or partial payment of outstanding installment amount.

Care education (chronic condition management)

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

Schedule Appointment

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

Proactive Rx status notifications

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

Persistency of Benefits

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

Extraction (Basic Life)

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

Overview of pharmacy supports and services

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

First Notice of Injury

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

Refill reminders and ordering facilitation

Refill reminders and ordering facilitation (including payment capture)

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

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

Payment capture

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

Update Beneficiaries

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

Social Determinant of Health SDOH surveys

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

Clinical guideline requests and inquiries

Ability for providers to request clinical guidelines

Benefit awareness and literacy

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

Preventative Wellness Care Gap Closure

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

Shipping status updates

Shipment status updates

First Notice of Loss (FNOL)

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

HIPAA Release

Securely upload a signed HIPAA release form from the Claimant.

Eligibility of Insurability (EOI)

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

Paperless Statements

Ability for Borrowers to opt in to digital delivery of Statements.

Timely notifications to meet regulatory requirements

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

Member after hours support

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

Trailing Documents

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

Medication adherence

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

Support for shipping / delivery issues, returns and reshipment

Support for shipping / delivery issues, returns and reshipment

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...)

Policy Cancellation

Guide the Policy Holder through cancelling their policy.

Member information updates (i.e. add dependant)

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

Confirmation of medication, immunization, DME orders / refills

Confirmation of medication, immunization, DME orders / refills

New patient welcome and information gathering

Patient education on provider and information and documentation completion

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.

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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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