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
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.
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.




















