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
Maternal health navigation
Support for full maternity journeys with education, appointment setting, wellness and more
Patient after hours support
Accurate, secure and compliant AI Agent patient inquiry and task completion support 24x7
New member welcome
New member welcome, overview of PBM supports and services, info gathering / sharing (including insurance ID card capture)
Prior authorization communications and intake
Ability for providers and pharmacies to perform prior authorization inquiries, submit forms and information, and receive status updates
Digital Consent
Ability for Members to opt in to digital communications.
Transition of Care Support Readmission Avoidance
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Return to Work
Confirm Claimant's Return to Work date as well as any supporting documentation from the doctor.
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
KYC Supporting Documents
Remind and support borrower in securely uploading required supporting KYC documents during Onboarding.
Policy Cancellation
Guide the Policy Holder through cancelling their policy.
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
Fall prevention education and action
Education and connectivity to support resources for fall prevention (movement, home safety...)
Medication adherence
Understand root causes of medication non-adherence and overcome them
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)
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
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.
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
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
Endorsements and Riders
Guide the Policy Holder through amending, adding, and removing lines of coverage to their existing policy.
Proactive Rx status notifications
Proactive Rx status notifications (fill status, issues like prior auth)
Care appointment reminders
Proactive care and provider appointment reminders with the ability to reschedule rather than no show (any provider type)
Appeal filing and updates
Ability for members to understand and file Appeals, and receive status updates
Proactive Rx status notifications
Proactive Rx status notifications (fill status, issues like prior auth)
Extraction (Basic Life)
Extract Basic Life related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Update Beneficiaries
Update Beneficiaries and respond to major life events to ensure Member's benefits are paid to intended individuals.
Prior authorization education and updates for transparency
Ability for patients to receive push notices for, or make inquiries about, prior authorization status
Medication reconciliation
Education and scheduling of Medication Reconciliation appointments
Trailing Documents
Remind and support Applicant in securely uploading required supporting documents post Application.
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.
Preventative wellness
Education and appointment setting for preventative wellness medications, immunizations and tests
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
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 other clinical staff member
Click-to-call or chat to speak to other clinical staff member when needed
Patient after hours support
Accurate, secure and compliant AI Agent patient inquiry and task completion support 24x7
Digital consent
Ability for members to opt in to digital communications
Medication reconciliation appointment setting
Education and scheduling of Medication Reconciliation
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.
Preventative wellness actions and care gap closure
Education, navigation support and appointment setting for any preventative wellness care gap (immunizations, cancer screenings)
Cardiac Disease care management and navigation
Year-round support for members with Cardiac Disease - including education, wellness, care gap closure, appointment setting
Make Payment
Securely accept full or partial payment of outstanding installment amount.
Records transfer paperwork
Completion of forms and e-signing records transfer paperwork
Shipping status updates
Shipment status updates
Appointment scheduling, reminders and rescheduling (any provider type)
Patient appointment setting support with reminders and ability to reschedule
Site of care guidance (wayfinding)
Support for appropriate site of care with appointment setting
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)
Annual Wellness Visit (AWV) outreach and scheduling
Education and appointment setting support for Annual Wellness Visits (AWV) with appointment reminders and reschedules
Claim status, adjudication and payment updates
Ability for providers to inquire about claim status, adjudication and payments
Adult preventative wellness
Ongong adult preventative wellness education, appointment setting and other actions
Member information updates
Member information updates – including cross-channel contact details and change of insurance
Benefit awareness and literacy
Support for member education on benefits and how to utilize them throughout the plan year
Cost transparency and cost relief
Education on cost tranparency and cost relief options
Musculoskeletal (MSK) care management and navigation
Year-round support for members with Musculoskeletal conditions - including education, wellness, care gap closure, appointment setting
Balance Inquiry
Provide Borrower with details of the current balance on their account.
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.
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
Provider roster directory updates
Ability for any provider to update their roster information for provider directory accuracy
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
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Medication refills and reminders
Sharing of medication refills and reminders with ability to capture and overcome reasons for non adherence
Diabetes care management and navigation
Year-round support for diabetic members including education, wellness, care gap closure, appointment setting
Pediatric preventative wellness
Ongoing pediatric preventative wellness education, appointment setting and other actions
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Vaccination reminders, education, appointment scheduling, and paperwork
Review and e-sign new patient paperwork
Support for review and e-signature for new patient paperwork
Employer Onboarding
Guide the Broker / Employer through the information required from them to onboard them into the Carrier's core systems.
Digital consent
Ability for members to opt in to digital communications
Sales appointment setting and reminders
Member appointment setting with service or sales agents in support of their buying process
Surgery Confirmation
Collect detailed surgical information, including operative reports, discharge summaries, and post-operative recovery plans from the Claimant.
Policy Review (KYC)
Remind and support Policy Holder in securely uploading required supporting KYC documents during Policy Review.
90-day fill conversion
Support for education and 90-day fill conversion
Shipping status updates
Shipment status updates
Support for shipping / delivery issues, returns and reshipment
Support for shipping / delivery issues, returns and reshipment
Claim Status
Provide Policy Holder with the current status of a Claim.
Timely notifications to meet regulatory requirements
Ability to send notifications to members more timely to meet regulatory timing requirements
Cost transparency and cost relief
Education on cost tranparency and cost relief options
Paperless Statements
Ability for Borrowers to opt in to digital delivery of Statements.
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
Extraction (Critical Illness)
Extract Critical Illness related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Pediatric Preventative Wellness
Ongoing pediatric 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 ID card and driver's license digital collection
Safe and secure collection of member ID card(s), driver's license images
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
Traditional app and portal registration support
Support for member app download and app and portal initial registration
Community meeting invitations
Proactive invitations and RSVPs for community events and meetings (virtual and in person)
SCRA Protection
Securely collect proof of Active Duty Servicemembers in order to trigger financial protections.
Profile Updates
Update Borrower information and contact preferences.
Chronic condition care navigation
Education, care management, navigation support and appointment setting for any chronic condition (diabetes, CKD...)
Member After hours Support
Accurate, secure and compliant AI Member inquiry and task completion support 24x7
Eligibility & benefits verification
Ability for providers and pharmacies to perform eligibilty and benefits verification at the member level
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
Redetermination journey support (Medicaid)
Support for member retention with ongoing redetermination process education, support and services - until redetermination is complete
Supporting Documents
Remind and support Claimant in securely uploading required supporting documents for a Claim.
First Notice of Injury
Guide the Claimant through reporting an injury and filing a Claim.
Loan Modification
Proactively reach out to delinquent Borrowers to educate them on eligible Loan Modification options available and support their decision.
Proactive member out of pocket notifications
Proactive member out of pocket notifications – with support for “price shocks”
Benefits Education
Answer policy holder questions on Plan benefits, coverage, and eligibility.
Workplace Accommodations
Educate the Member on available workplace acommodations, reduced hours, and reassignment programs available through their employer.
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.





















