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

Paperless Statements

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

Digital ID Card

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

Extraction (Dental)

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

Live Member Service chats and warm call transfers

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

Return to Work

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

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

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

Care plan adherence

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

Payoff Request

Guide Borrower through requesting an official Payoff Letter for their loan.

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

Care Management connectivity

Notifications to educate on the importance of Care Management and set appointments

Member contact information collection / updates

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

Medication adherence

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

Member ID card and driver's license digital collection

Safe and secure collection of member ID card(s), driver's license images

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

Traditional app and portal registration support

Support for member app download and app and portal initial registration

Medication reconciliation

Education and scheduling of Medication Reconciliation appointments

Claim Status

Provide Policy Holder with the current status of a Claim.

Chronic Condition care gap closure

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

Profile Updates

Update Borrower information and contact preferences.

Adult preventative wellness

Ongong adult preventative wellness education, appointment setting and other actions

Refill reminders and ordering facilitation

Refill reminders and ordering facilitation (including payment capture)

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

90-day fill conversion

Support for education and 90-day fill conversion

Member information updates

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

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

Community meeting invitations

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

Respiratory Care care management and navigation (COPD, Asthma)

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

Retail-to-mail conversion

Support for education and retail-to-mail conversion

Issues and Complaints

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

Email Triage

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

Medication (Rx) reconciliation

Education and scheduling of Medication Reconciliation

Chronic Condition care gap closure

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

Records transfer paperwork

Completion of forms and e-signing records transfer paperwork

Digital ID card delivery

Delivery of member ID cards digitally

Vaccination reminders, education, appointment scheduling, and paperwork

Ongoing website, portal, & app adoption and utilization

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

Member information updates (i.e. add dependant)

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

Post-discharge information / education

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

Musculoskeletal (MSK) care management and navigation

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

Review and e-sign new patient paperwork

Support for review and e-signature for new patient paperwork

Chronic condition care navigation

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

Proactive Rx status notifications

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

Cardiac Disease care management and navigation

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

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

Balance Inquiry

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

Cost transparency and cost relief

Education on cost tranparency and cost relief options

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

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

Chronic Condition care gap closure

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

Digital Consent

Ability for Borrowers to opt in to digital communications.

Preventative Wellness Care Gap Closure

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

Eligibility and Out of Pocket Cost (OOP) verification

Ability for members to inquire about eligibility and verify out of pocket costs

Medication reconciliation

Education and scheduling of Medication Reconciliation appointments

Prior authorization education and updates for transparency

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

Financial Health Education

Support Borrowers with advice, reminders, and empathy to guide them towards financially healthy payment behavior.

Transition of care support

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

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

Product Comparison

Support for Applicants to find Lending options that best fits their needs.

Provider credentialing with Plan

Support for provider credentialing information submission and status updates

Payment Status

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

Payment capture

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

Benefits Education

Answer policy holder questions on Plan benefits, coverage, and eligibility.

Cost transparency and cost relief

Education on cost tranparency and cost relief options

Vaccination outreach and scheduling

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

Confirmation of medication, immunization, DME orders / refills

Confirmation of medication, immunization, DME orders / refills

Preventative wellness

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

Supporting Documents

Remind and support Claimant in securely uploading required supporting documents for a Claim.

Renewal education and reminders

Support for member retention with renewal education and reminders

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

Payment Status

Provide Borrower with the current status of a payment made to their account.

Pediatric Preventative Wellness

Ongoing pediatric preventative wellness education, appointment setting and other actions

Claim status, adjudication and payment updates

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

Schedule and prep instructions for PT / OT / other visits

Patient appointment setting support with visit prep instructions, reminders and ability to reschedule

Retail-to-mail conversion

Support for education and retail-to-mail conversion

Weight loss support

Support for eating well, exercising as well as weight loss medications like GLP1

Care education (chronic condition management)

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

Provider appointment setting and reminders

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

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

Delivery Confirmation

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

ER avoidance

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

Patient questionnaire automation

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

Patient after hours support

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

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

Adult Preventative Wellness

Ongong adult preventative wellness education, appointment setting and other actions

Shopper plan compare support

Member support in finding a health insurance plan that best fits their needs

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

Redetermination journey support (Medicaid)

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

Endorsements and Riders

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

Appointment scheduling, reminders and rescheduling

Support for finding an in network provider and setting appointment via click-to-call or scheduling system integration

Grievance filing and updates

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

Digital ID Card

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

First Notice of Injury

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

ER avoidance

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

Proactive member out of pocket notifications

Proactive member out of pocket notifications – with support for “price shocks”

Persistency of Benefits

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

Retail, mail order, 90-day medication refills

Support medication adherence with retail, mail order and 90-day refill request support

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.

First Notice of Loss (FNOL)

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

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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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