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
Policy Review (KYC)
Remind and support Member in securely uploading required supporting KYC documents during Policy Review.
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
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.
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
Paperless Statements
Ability for Borrowers to opt in to digital delivery of Statements.
Overview of pharmacy supports and services
Overview of pharmacy support and services and population health and quality programs
Health Risk Assessment HRA surveys
Full Health Risk / Needs Survey completion with feeds to core systems for follow-up
Brand-to-generic conversion
Support for education and brand to generic fill conversion
Policy Review (KYC)
Remind and support Policy Holder in securely uploading required supporting KYC documents during Policy Review.
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Click-to-call or chat to speak to pharmacy staff member
Click-to-call or chat to speak to pharmacy staff member when needed
Policy Reinstatement
Guide the Policy Holder through re-instating a lapsed policy.
KYC Supporting Documents
Remind and support borrower in securely uploading required supporting KYC documents during Onboarding.
Member information updates (i.e. add dependant)
Collection of member information updates such as adding dependants, changing address, etc
90-day fill conversion
Support for education and 90-day fill conversion
Extraction (Critical Illness)
Extract Critical Illness related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Delivery Confirmation
Collect detailed delivery information, hospital discharge summaries from the Claimant to trigger benefits.
Proactive Rx status notifications
Proactive Rx status notifications (fill status, issues like prior auth)
Cost transparency and cost relief
Education on cost tranparency and cost relief options
Profile Updates
Update Policy Holder 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.
Member After hours Support
Accurate, secure and compliant AI Member inquiry and task completion support 24x7
Balance Inquiry
Provide Borrower with details of the current balance on their account.
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
Patient questionnaire automation
Capture of patient information updates and support for review and e-signature for new patient paperwork
Address Verification
Remind and support Borrower in securely verifying address and contact information during KYC Reviews.
Maternal health navigation
Support for full maternity journeys with education, appointment setting, wellness and more
Traditional app and portal registration support
Support for member app download and app and portal initial registration
Annual Wellness Visit (AWV) outreach and scheduling
Education and appointment setting support for Annual Wellness Visits (AWV) with appointment reminders and reschedules
Ongoing website, portal, & app adoption and utilization
Support for member ongoing utilization of website, traditional apps and portals
Appointment scheduling, reminders and rescheduling (any provider type)
Patient appointment setting support with reminders and ability to reschedule
Profile Updates
Update Member information and contact preferences.
Redetermination journey support (Medicaid)
Support for member retention with ongoing redetermination process education, support and services - until redetermination is complete
Benefit awareness and literacy
Support for member education on benefits and how to utilize them throughout the plan year
Clinical guideline requests and inquiries
Ability for providers to request clinical guidelines
Digital Consent
Ability for Members to opt in to digital communications.
Payment Status
Provide Borrower with the current status of a payment made to their account.
Adult preventative wellness
Ongong adult preventative wellness education, appointment setting and other actions
Extraction (Dental)
Extract Dental related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Cost transparency (Good Faith Estimate)
Providing out of pocket cost transparency via Good Faith Estimates
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Provider roster directory updates
Ability for any provider to update their roster information for provider directory accuracy
Shipping status updates
Shipment status updates
Member warm welcome benefits education and literacy
Member welcome notifications that educate on plan benefits, deliver digital ID cards
Policyholder After hours Support
Accurate, secure and compliant AI Agent Policy Holder inquiry and task completion support 24x7
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.
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
Confirmation of medication, immunization, DME orders / refills
Confirmation of medication, immunization, DME orders / refills
Respiratory Care care management and navigation (COPD, Asthma)
Year-round support for members with Respiratory Disease - including education, wellness, care gap closure, appointment setting
Trailing Documents
Remind and support Applicant in securely uploading required supporting documents post Application.
Medication adherence:
Understand root causes of medication non-adherence and overcome them
Plan Design
Triage inbound RFP emails to identify key attributes regarding Broker, Employer, Quote, and requested Products and automate case setup in Quoting and Underwriting systems.
Claim Status
Provide Policy Holder with the current status of a Claim.
Notification of lab and test results
Sharing of lab tests and results
Provider credentialing with Plan
Support for provider credentialing information submission and status updates
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
Transition of Care Support Readmission Avoidance
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
Product Comparison
Support for Applicants to find Lending options that best fits their needs.
Site of care guidance (wayfinding)
Support for appropriate site of care with appointment setting
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)
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
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.
