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
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
Appointment scheduling, reminders and rescheduling
Support for finding an in network provider and setting appointment via click-to-call or scheduling system integration
Appointment setting for preventive care screenings and visits
Proactive provider appointment reminders with the ability to reschedule rather than no show (any provider type)
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Cardiac Disease care management and navigation
Year-round support for members with Cardiac Disease - including education, wellness, care gap closure, appointment setting
KYC Supporting Documents
Remind and support borrower in securely uploading required supporting KYC documents during Onboarding.
Shipping status updates
Shipment status updates
Policy Reinstatement
Guide the Policy Holder through re-instating a lapsed policy.
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
Delivery Confirmation
Collect detailed delivery information, hospital discharge summaries from the Claimant to trigger benefits.
Post-visit check-in and follow-up details / instructions
Sharing of pre visit instructions with ability to automate answers to inquiries
Trailing Documents
Remind and support Applicant in securely uploading required supporting documents post Application.
Debt Management Plan
Proactively reach out to delinquent Borrowers to educate them on eligible Debt Management Plan options available and support their decision.
Medication (Rx) reconciliation
Education and scheduling of Medication Reconciliation
Extraction (Hospital Indemnity)
Extract Hospital Indemnity related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
New member welcome
New member welcome, overview of PBM supports and services, info gathering / sharing (including insurance ID card capture)
Eligibility and Out of Pocket Cost (OOP) verification
Ability for members to inquire about eligibility and verify out of pocket costs
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Vaccination outreach and scheduling
Education and appointment setting support for Vaccination with appointment reminders and reschedules
Product Comparison
Support for Applicants to find Insurance Plan options that best fit their needs.
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)
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Policy Review (KYC)
Remind and support Policy Holder in securely uploading required supporting KYC documents during Policy Review.
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
Prior authorization communications and intake
Ability for providers and pharmacies to perform prior authorization inquiries, submit forms and information, and receive status updates
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
Shipping status updates
Shipment status updates
Payoff Request
Guide Borrower through requesting an official Payoff Letter for their loan.
Patient after hours support
Accurate, secure and compliant AI Agent patient inquiry and task completion support 24x7
Sales appointment setting and reminders
Member appointment setting with service or sales agents in support of their buying process
Benefit awareness and literacy
Support for member education on benefits and how to utilize them throughout the plan year
Renewal education and reminders
Support for member retention with renewal education and reminders
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
Balance Inquiry
Provide Borrower with details of the current balance on their account.
Respiratory Care care management and navigation (COPD, Asthma)
Year-round support for members with Respiratory Disease - including education, wellness, care gap closure, appointment setting
Traditional app and portal registration support
Support for member app download and app and portal initial registration
Appeal filing and updates
Ability for members to understand and file Appeals, and receive status updates
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Waitlisting
Proactive notifications of appointment availability for patients on wait lists
Claims status
Ability for members to receive push notices for, or make inquiries about, claims status
Ongoing website, portal, & app adoption and utilization
Support for member ongoing utilization of website, traditional apps and portals
Extraction (Voluntary Life)
Extract Voluntary Life related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Preventative wellness actions and care gap closure
Education, navigation support and appointment setting for any preventative wellness care gap (immunizations, cancer screenings)
Post-discharge information / education
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Care Management connectivity
Notifications to educate on the importance of Care Management and set appointments
Extraction (Vision)
Extract Vision 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 member service representatives to chat within Ushur journeys, and to warm call transfer to them
Proactive Rx status notifications
Proactive Rx status notifications (fill status, issues like prior auth)
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.
Return to Work
Confirm Claimant's Return to Work date as well as any supporting documentation from the doctor.
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Claim Status
Provide Policy Holder with the current status of a Claim.
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
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
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
Claim status, adjudication and payment updates
Ability for providers to inquire about claim status, adjudication and payments
Refill reminders and ordering facilitation
Refill reminders and ordering facilitation (including payment capture)
Appointment reminder and rescheduling
Member appointment reminders for care management, provider appointments (any type), home health visits and more
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
Patient questionnaire automation
Capture of patient information updates and support for review and e-signature for new patient paperwork
Pre visit preparation instructions
Sharing of pre visit preparation instructions with ability to automate answers to inquiries
Member information updates
Member information updates – including cross-channel contact details and change of insurance
Shipping status updates
Shipment status updates
Proactive member out of pocket notifications
Proactive member out of pocket notifications – with support for “price shocks”
Update Beneficiaries
Update Beneficiaries and respond to major life events to ensure Member's benefits are paid to intended individuals.
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Digital consent
Ability for members to opt in to digital communications
Digital Consent
Ability for Policy Holders to opt in to digital communications.
Product Comparison
Support for Applicants to find Lending options that best fits their needs.
Brand-to-generic conversion
Support for education and brand to generic fill conversion
Policyholder After hours Support
Accurate, secure and compliant AI Agent Policy Holder inquiry and task completion support 24x7
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.
Click-to-call or chat to speak to pharmacy staff member
Click-to-call or chat to speak to pharmacy staff member when needed
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
Digital ID Card
Securely deliver a digital copy of Member's Insurance ID Card upon request.
Payment Status
Provide Member with the current status of a payment on a Claim.
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Musculoskeletal (MSK) care management and navigation
Year-round support for members with Musculoskeletal conditions - including education, wellness, care gap closure, appointment setting
Trailing Documents
Remind and support Applicant in securely uploading required supporting documents post Application.
Member After hours Support
Accurate, secure and compliant AI Member inquiry and task completion support 24x7
Timely notifications to meet regulatory requirements
Ability to send notifications to members more timely to meet regulatory timing requirements
Member contact information collection / updates
Collection of cross-channel member contact information to support better communications
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Notification of lab and test results
Sharing of lab tests and results
90-day fill conversion
Support for education and 90-day fill conversion
SCRA Protection
Securely collect proof of Active Duty Servicemembers in order to trigger financial protections.
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)
Adult Preventative Wellness
Ongong adult preventative wellness education, appointment setting and other actions
Profile Updates
Update Borrower information and contact preferences.
Site of care guidance (wayfinding)
Support for appropriate site of care with appointment setting
Live Member Service chats and warm call transfers
Ability for service representatives to chat within Ushur journeys, and to warm call transfer to them
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Medication reconciliation appointment setting
Education and scheduling of Medication Reconciliation
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Appointment scheduling, reminders and rescheduling (any provider type)
Patient appointment setting support with reminders and ability to reschedule
Pediatric preventative wellness
Ongoing pediatric preventative wellness education, appointment setting and other actions
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.
