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

Chronic Condition care gap closure

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

Co-payment collection

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

Medication adherence

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

Care appointment reminders

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

Eligibility & benefits verification

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

Patient questionnaire automation

Capture of patient information updates and support for review and e-signature for new patient paperwork

Incontinence education and support

Education and connectivity to support resources for incontenence

Cost transparency and cost relief

Education on cost tranparency and cost relief options

Claim Status

Provide Member with the current status of a Claim.

Payment Status

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

Cost transparency (Good Faith Estimate)

Providing out of pocket cost transparency via Good Faith Estimates

Member contact information collection / updates

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

Medication reconciliation appointment setting

Education and scheduling of Medication Reconciliation

Patient after hours support

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

Transition of Care Support Readmission Avoidance

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

Follow-up appointment scheduling

Patient appointment setting support with reminders and ability to reschedule

Overview of PBM supports and services

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

Digital Consent

Ability for Policy Holders to opt in to digital communications.

Appointment reminder and rescheduling

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

HIPAA Release

Securely upload a signed HIPAA release form from the Claimant.

Provider after hours support

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

Adult Preventative Wellness

Ongong adult preventative wellness education, appointment setting and other actions

90-day fill conversion

Support for education and 90-day fill conversion

Debt Management Plan

Proactively reach out to delinquent Borrowers to educate them on eligible Debt Management Plan options available and support their decision.

Enrollment in mail order program and Rx transfers

Education on benefits of mail order delivery and Rx transfer support

Policyholder After hours Support

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

Care education (chronic condition management)

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

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

Address Verification

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

Experience and Net Promoter Score (NPS) surveys

Surveying capability for experiences and NPS scoring

Balance Inquiry

Provide Borrower with details of the current balance on their account.

Update Beneficiaries

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

Redetermination journey support (Medicaid)

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

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

Surgery Confirmation

Collect detailed surgical information, including operative reports, discharge summaries, and post-operative recovery plans from the Claimant.

Email Triage

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

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

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

Appointment scheduling, reminders and rescheduling (any provider type)

Patient appointment setting support with reminders and ability to reschedule

Annual Wellness Visit (AWV) outreach and scheduling

Education and appointment setting support for Annual Wellness Visits (AWV) with appointment reminders and reschedules

Issues and Complaints

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

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

Delivery Confirmation

Collect detailed delivery information, hospital discharge summaries from the Claimant to trigger benefits.

Find a Provider

Patient support in finding in network doctors (of any type) that best fit their needs

Provider appointment setting and reminders

Patient appointment setting support with reminders and ability to reschedule

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.

Support for shipping / delivery issues, returns and reshipment

Support for shipping / delivery issues, returns and reshipment

Pediatric preventative wellness

Ongoing pediatric preventative wellness education, appointment setting and other actions

Policy Renewal

Guide the Policy Holder through renewing their policy.

Schedule Appointment

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

Endorsements and Riders

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

Click-to-call or chat to speak with Care Manager

Click-to-call or chat to speak to Care Manager / Navigator when needed

Support for shipping / delivery issues, returns and reshipment

Support for shipping / delivery issues, returns and reshipment

Member after hours support

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

Chronic condition care navigation

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

Payment Status

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

Confirmation of medication, immunization, DME orders / refills

Confirmation of medication, immunization, DME orders / refills

Appeal filing and updates

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

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

Sales appointment setting and reminders

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

Appointment setting for preventive care screenings and visits

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

Member After hours Support

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

Claims status

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

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

Prior authorization education and updates for transparency

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

Hospital discharge support

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

Retail-to-mail conversion

Support for education and retail-to-mail conversion

Maternal health navigation

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

Certificate of Insurance (COI)

Respond to Policy Holder requests for copies of Certificate of Insurance (COI) with secure delivery of documents.

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

Return to Work

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

Respiratory Care care management and navigation (COPD, Asthma)

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

Preventative wellness

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

Medication adherence

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

Profile Updates

Update Policy Holder information and contact preferences.

Community meeting invitations

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

Brand-to-generic conversion

Support for education and brand to generic fill conversion

Profile Updates

Update Member information and contact preferences.

Extraction (Voluntary Life)

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

Policy Review (KYC)

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

Medication adherence

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

Claim status, adjudication and payment updates

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

Prior authorization education and updates for transparency

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

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.

Member contact information collection / updates

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

Profile Updates

Update Borrower information and contact preferences.

Shipping status updates

Shipment status updates

Annual Notice of Change (ANOC) FAQs

Proactive notifications and inquiry handling about Medicare Annual Notices of Change. Including FAQ support for top ANOC call drivers

Schedule Appointment

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

Email Triage

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

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.

Prior authorization communications and intake

Ability for providers and pharmacies to perform prior authorization inquiries, submit forms and information, and receive status updates

Extraction (Basic Life)

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

Records transfer paperwork

Completion of forms and e-signing records transfer paperwork

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.

ER avoidance

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

Ongoing website, portal, & app adoption and utilization

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

New patient welcome and information gathering

Patient education on provider and information and documentation completion

Member information updates

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

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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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