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
Weight loss support
Support for eating well, exercising as well as weight loss medications like GLP1
Employer Onboarding
Guide the Broker / Employer through the information required from them to onboard them into the Carrier's core systems.
Preventative Wellness Care Gap Closure
Education, navigation support and appointment setting for any preventative wellness care gap (immunizations, cancer screenings)
Product Comparison
Support for Applicants to find Lending options that best fits their needs.
Care appointment reminders
Proactive care and provider appointment reminders with the ability to reschedule rather than no show (any provider type)
Appointment reminder and rescheduling
Member appointment reminders for care management, provider appointments (any type), home health visits and more
Member warm welcome benefits education and literacy
Member welcome notifications that educate on plan benefits, deliver digital ID cards
Certificate of Insurance (COI)
Respond to Policy Holder requests for copies of Certificate of Insurance (COI) with secure delivery of documents.
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
Pediatric preventative wellness
Ongoing pediatric preventative wellness education, appointment setting and other actions
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
Retail, mail order, 90-day medication refills
Support medication adherence with retail, mail order and 90-day refill request support
Policy Cancellation
Guide the Policy Holder through cancelling their policy.
Timely notifications to meet regulatory requirements
Ability to send notifications to members more timely to meet regulatory timing requirements
Medication refills and reminders
Sharing of medication refills and reminders with ability to capture and overcome reasons for non adherence
Digital Consent
Ability for Members to opt in to digital communications.
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
Digital ID card delivery
Delivery of member ID cards digitally
KYC Supporting Documents
Remind and support borrower in securely uploading required supporting KYC documents during Onboarding.
Supporting Documents
Remind and support Claimant in securely uploading required supporting documents for a Claim.
Eligibility & benefits verification
Ability for providers and pharmacies to perform eligibilty and benefits verification at the member level
Medication adherence:
Understand root causes of medication non-adherence and overcome them
Live Member Service chats and warm call transfers
Ability for service representatives to chat within Ushur journeys, and to warm call transfer to them
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Digital Consent
Ability for Policy Holders to opt in to digital communications.
Adult preventative wellness
Ongong adult preventative wellness education, appointment setting and other actions
Member contact information collection / updates
Collection of cross-channel member contact information to support better communications
Policy Review (KYC)
Remind and support Policy Holder in securely uploading required supporting KYC documents during Policy Review.
Payment Status
Provide Member with the current status of a payment on a Claim.
Community meeting invitations
Proactive invitations and RSVPs for community events and meetings (virtual and in person)
Prior authorization communications and intake
Ability for providers and pharmacies to perform prior authorization inquiries, submit forms and information, and receive status updates
Support for shipping / delivery issues, returns and reshipment
Support for shipping / delivery issues, returns and reshipment
Fall prevention education and action
Education and connectivity to support resources for fall prevention (movement, home safety...)
Shipping status updates
Shipment status updates
Trailing Documents
Remind and support Applicant in securely uploading required supporting documents post Application.
Social Determinant of Health SDOH surveys
Social Determinant of Health SDOH survey completion with feeds to core systems for follow-up
Annual Wellness Visit (AWV) outreach and scheduling
Education and appointment setting support for Annual Wellness Visits (AWV) with appointment reminders and reschedules
Follow-up appointment scheduling
Patient appointment setting support with reminders and ability to reschedule
Traditional app and portal registration support
Support for member app download and app and portal initial registration
Patient after hours support
Accurate, secure and compliant AI Agent patient inquiry and task completion support 24x7
Financial Health Education
Support Borrowers with advice, reminders, and empathy to guide them towards financially healthy payment behavior.
Policy Reinstatement
Guide the Policy Holder through re-instating a lapsed policy.
Shipping status updates
Shipment status updates
Cost transparency and cost relief
Education on cost tranparency and cost relief options
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
Patient after hours support
Accurate, secure and compliant AI Agent patient inquiry and task completion support 24x7
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
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Loan Modification
Proactively reach out to delinquent Borrowers to educate them on eligible Loan Modification options available and support their decision.
Digital ID Card
Securely deliver a digital copy of Member's Insurance ID Card upon request.
SDOH Resources (transportation, food)
Support for understanding and accessing SDOH resources such as nutrition, transportation
Transition of care support
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
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)
Medication reconciliation appointment setting
Education and scheduling of Medication Reconciliation
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.
Payment Status
Provide Policy Holder with the current status of a payment on a Claim.
Provider credentialing with Plan
Support for provider credentialing information submission and status updates
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
Shopper plan compare support
Member support in finding a health insurance plan that best fits their needs
Notification of lab and test results
Sharing of lab tests and results
Post-visit check-in and follow-up details / instructions
Sharing of pre visit instructions with ability to automate answers to inquiries
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Policyholder After hours Support
Accurate, secure and compliant AI Agent Policy Holder inquiry and task completion support 24x7
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Grievance filing and updates
Ability for members to understand and file Grievances, and receive status updates
Behavioral Health care management and navigation
Year-round support for members with Behavioral Health conditions - including education, wellness, care gap closure, appointment setting
Balance Inquiry
Provide Borrower with details of the current balance on their account.
Cost transparency (Good Faith Estimate)
Providing out of pocket cost transparency via Good Faith Estimates
Benefits Education
Answer policy holder questions on Plan benefits, coverage, and eligibility.
Enrollment in mail order program and Rx transfers
Education on benefits of mail order delivery and Rx transfer support
Find a Provider
Patient support in finding in network doctors (of any type) that best fit their needs
Payoff Request
Guide Borrower through requesting an official Payoff Letter for their loan.
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.
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Preventative wellness
Education and appointment setting for preventative wellness medications, immunizations and tests
Appointment setting for preventive care screenings and visits
Proactive provider appointment reminders with the ability to reschedule rather than no show (any provider type)
Health Risk Assessment HRA surveys
Full Health Risk / Needs Survey completion with feeds to core systems for follow-up
Care education (preventative care)
Notifications to educate on the importance of adult and pediatric preventative care, related appointment setting
Ongoing website, portal, & app adoption and utilization
Support for member ongoing utilization of website, traditional apps and portals
Proactive member out of pocket notifications
Proactive member out of pocket notifications – with support for “price shocks”
Profile Updates
Update Borrower information and contact preferences.
Product Comparison
Support for Applicants to find Insurance Plan options that best fit their needs.
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
Payment Status
Provide Member with the current status of a payment on a Claim.
Benefits Education
Answer Member questions on Plan benefits, coverage, and eligibility.
Vaccination reminders, education, appointment scheduling, and paperwork
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Co-payment collection
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Site of care guidance (wayfinding)
Support for appropriate site of care with appointment setting
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.
Ongoing website, portal, & app adoption and utilization
Support for member ongoing utilization of website, traditional apps and portals
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
HIPAA Release
Securely upload a signed HIPAA release form from the Claimant.
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
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
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
New member welcome
New member welcome, overview of PBM supports and services, info gathering / sharing (including insurance ID card capture)
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.
