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
Patient after hours support
Accurate, secure and compliant AI Agent patient inquiry and task completion support 24x7
Make Payment
Securely accept full or partial payment of outstanding installment amount.
Vaccination outreach and scheduling
Education and appointment setting support for Vaccination with appointment reminders and reschedules
KYC Supporting Documents
Remind and support borrower in securely uploading required supporting KYC documents during Onboarding.
Borrower After hours Support
Accurate, secure and compliant AI Agent Borrower inquiry and task completion support 24x7
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)
Payoff Request
Guide Borrower through requesting an official Payoff Letter for their loan.
Medication adherence
Understand root causes of medication non-adherence and overcome them
Provider appointment setting and reminders
Patient appointment setting support with reminders and ability to reschedule
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
ER avoidance
Education on when to use sites of care that are alternatives to the ER (telehealth, urgent care)
Traditional app and portal registration support
Support for member app download and app and portal initial registration
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
Fall prevention education and action
Education and connectivity to support resources for fall prevention (movement, home safety...)
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Timely notifications to meet regulatory requirements
Ability to send notifications to members more timely to meet regulatory timing requirements
Overview of pharmacy supports and services
Overview of pharmacy support and services and population health and quality programs
Update Beneficiaries
Update Beneficiaries and respond to major life events to ensure Policy Holder's benefits are paid to intended individuals.
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)
Click-to-call or chat to speak to pharmacy staff member
Click-to-call or chat to speak to pharmacy staff member when needed
Profile Updates
Update Borrower information and contact preferences.
Diabetes care management and navigation
Year-round support for diabetic members including education, wellness, care gap closure, appointment setting
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
Medication reconciliation
Education and scheduling of Medication Reconciliation appointments
Digital Consent
Ability for Policy Holders to opt in to digital communications.
Extraction (Vision)
Extract Vision related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Confirmation of medication, immunization, DME orders / refills
Confirmation of medication, immunization, DME orders / refills
Pediatric Preventative Wellness
Ongoing pediatric preventative wellness education, appointment setting and other actions
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
Appointment setting for preventive care screenings and visits
Proactive provider appointment reminders with the ability to reschedule rather than no show (any provider type)
Policy Review (KYC)
Remind and support Policy Holder in securely uploading required supporting KYC documents during Policy Review.
Medication refills and reminders
Sharing of medication refills and reminders with ability to capture and overcome reasons for non adherence
Member ID card and driver's license digital collection
Safe and secure collection of member ID card(s), driver's license images
Musculoskeletal (MSK) care management and navigation
Year-round support for members with Musculoskeletal conditions - including education, wellness, care gap closure, appointment setting
Follow-up appointment scheduling
Patient appointment setting support with reminders and ability to reschedule
SCRA Protection
Securely collect proof of Active Duty Servicemembers in order to trigger financial protections.
Refill reminders and ordering facilitation
Refill reminders and ordering facilitation (including payment capture)
Extraction (Hospital Indemnity)
Extract Hospital Indemnity related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Member information updates (i.e. add dependant)
Collection of member information updates such as adding dependants, changing address, etc
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
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
Cost transparency (Good Faith Estimate)
Providing out of pocket cost transparency via Good Faith Estimates
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
Member After hours Support
Accurate, secure and compliant AI Member inquiry and task completion support 24x7
ER avoidance
Education on when to use sites of care that are alternatives to the ER (telehealth, urgent care)
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
Update Beneficiaries
Update Beneficiaries and respond to major life events to ensure Member's benefits are paid to intended individuals.
Digital ID card delivery
Delivery of member ID cards digitally
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
First Notice of Loss (FNOL)
Guide the Policy Holder through reporting a loss and filing a Claim.
Stay at Work
Guide the Member through potential insurance benefits and available workplace accommodations, reduced hours, and reassignments to help them decide between different disability options.
Adult Preventative Wellness
Ongong adult preventative wellness education, appointment setting and other actions
Post-visit check-in and follow-up details / instructions
Sharing of pre visit instructions with ability to automate answers to inquiries
Product Comparison
Support for Applicants to find Lending options that best fits their needs.
Behavioral Health care management and navigation
Year-round support for members with Behavioral Health conditions - including education, wellness, care gap closure, appointment setting
Overview of PBM supports and services
Overview of PBM support and services and population health and quality programs
Extraction (Basic Life)
Extract Basic Life related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Care plan adherence
Notifications to educate on the importance of care plan adherence, related appointment setting
Profile Updates
Update Policy Holder information and contact preferences.
Extraction (Dental)
Extract Dental related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Find a Provider
Patient support in finding in network doctors (of any type) that best fit their needs
Vaccination reminders, education, appointment scheduling, and paperwork
Pediatric preventative wellness
Ongoing pediatric preventative wellness education, appointment setting and other actions
Financial Health Education
Support Borrowers with advice, reminders, and empathy to guide them towards financially healthy payment behavior.
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
Appointment scheduling, reminders and rescheduling
Support for finding an in network provider and setting appointment via click-to-call or scheduling system integration
Member information updates
Member information updates – including cross-channel contact details and change of insurance
Explanation of Benefits (EOB) notices and education
Education and notices on Explanation of Benefits (EOB)
Traditional app and portal registration support
Support for member app download and app and portal initial registration
Eligibility and Out of Pocket Cost (OOP) verification
Ability for members to inquire about eligibility and verify out of pocket costs
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Medication adherence:
Understand root causes of medication non-adherence and overcome them
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Digital Consent
Ability for Borrowers to opt in to digital communications.
Benefits Education
Answer Member questions on Plan benefits, coverage, and eligibility.
Proactive member out of pocket notifications
Proactive member out of pocket notifications – with support for “price shocks”
Payment Status
Provide Policy Holder with the current status of a payment on a Claim.
Eligibility of Insurability (EOI)
Guide the new Member through a dynamic set of questions to determine their eligibiity for Insurance.
Policy Cancellation
Guide the Policy Holder through cancelling their policy.
Annual Wellness Visit (AWV) outreach and scheduling
Education and appointment setting support for Annual Wellness Visits (AWV) with appointment reminders and reschedules
New member welcome
New member welcome, overview of PBM supports and services, info gathering / sharing (including insurance ID card capture)
Pre visit preparation instructions
Sharing of pre visit preparation instructions with ability to automate answers to inquiries
Review and e-sign new patient paperwork
Support for review and e-signature for new patient paperwork
Claims status
Ability for members to receive push notices for, or make inquiries about, claims status
Weight loss support
Support for eating well, exercising as well as weight loss medications like GLP1
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)
Balance Inquiry
Provide Borrower with details of the current balance on their account.
Site of care guidance (wayfinding)
Support for appropriate site of care with appointment setting
Schedule and prep instructions for PT / OT / other visits
Patient appointment setting support with visit prep instructions, reminders and ability to reschedule
Community meeting invitations
Proactive invitations and RSVPs for community events and meetings (virtual and in person)
Payment capture
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Medication reconciliation
Education and scheduling of Medication Reconciliation appointments
Premium Payment
Securely accept full or partial payment of outstanding premium amount.
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Policy Renewal
Guide the Policy Holder through renewing their policy.
Delivery Confirmation
Collect detailed delivery information, hospital discharge summaries from the Claimant to trigger benefits.
Medication adherence
Medication Adherence (overcome barriers - cost, transportation, adverse effects)
SDOH Resources (transportation, food)
Support for understanding and accessing SDOH resources such as nutrition, transportation
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.
