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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increase in CSAT score
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Outbound calls eliminated
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Automated Resolution rate
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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

Prior authorization communications and intake

Ability for providers and pharmacies to perform prior authorization inquiries, submit forms and information, and receive status updates

Supporting Documents

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

Explanation of Benefits (EOB) notices and education

Education and notices on Explanation of Benefits (EOB)

Policy Review (KYC)

Remind and support Member in securely uploading required supporting KYC documents during Policy Review.

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

Product Comparison

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

Live Member Service chats and warm call transfers

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

Prior authorization education and updates for transparency

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

Trailing Documents

Remind and support Applicant in securely uploading required supporting documents post Application.

Certificate of Insurance (COI)

Respond to Policy Holder requests for copies of Certificate of Insurance (COI) with secure delivery of documents.

Benefits Education

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

Enrollment in mail order program and Rx transfers

Education on benefits of mail order delivery and Rx transfer support

Provider after hours support

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

Cost transparency (Good Faith Estimate)

Providing out of pocket cost transparency via Good Faith Estimates

Product Comparison

Support for Applicants to find Insurance Plan options that best fit their needs.

Site of care guidance (wayfinding)

Support for appropriate site of care with appointment setting

Preventative wellness

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

Renewal education and reminders

Support for member retention with renewal education and reminders

SDOH Resources (transportation, food)

Support for understanding and accessing SDOH resources such as nutrition, transportation

Medication adherence

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

Pediatric Preventative Wellness

Ongoing pediatric preventative wellness education, appointment setting and other actions

Prior Authorization transparency support

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

Patient after hours support

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

Policy Reinstatement

Guide the Policy Holder through re-instating a lapsed policy.

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

Extraction (Critical Illness)

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

Surgery Confirmation

Collect detailed surgical information, including operative reports, discharge summaries, and post-operative recovery plans from the Claimant.

Overview of PBM supports and services

Overview of PBM 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

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)

Medication adherence

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

Annual Wellness Visit (AWV) outreach and scheduling

Education and appointment setting support for Annual Wellness Visits (AWV) with appointment reminders and reschedules

ER avoidance

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

Provider credentialing with Plan

Support for provider credentialing information submission and status updates

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)

Refill reminders and ordering facilitation

Refill reminders and ordering facilitation (including payment capture)

Eligibility and Out of Pocket Cost (OOP) verification

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

Appointment scheduling, reminders and rescheduling (any provider type)

Patient appointment setting support with reminders and ability to reschedule

Cost transparency and cost relief

Education on cost tranparency and cost relief options

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

Extraction (Dental)

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

Payment Status

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

ER avoidance

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

Cardiac Disease care management and navigation

Year-round support for members with Cardiac 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.

Timely notifications to meet regulatory requirements

Ability to send notifications to members more timely to meet regulatory timing requirements

90-day fill conversion

Support for education and 90-day fill conversion

Issues and Complaints

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

Profile Updates

Update Member information and contact preferences.

Post-visit check-in and follow-up details / instructions

Sharing of pre visit instructions with ability to automate answers to inquiries

Medication reconciliation

Education and scheduling of Medication Reconciliation appointments

Vaccination outreach and scheduling

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

Shopper plan compare support

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

Disaster Preparedness

Proactively reach out to Policy Holders prior to a disaster, such as storm, wildfire, or flood and educate them on preparedness.

Medication adherence

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

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.

Profile Updates

Update Borrower information and contact preferences.

Trailing Documents

Remind and support Applicant in securely uploading required supporting documents post Application.

Grievance filing and updates

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

Annual Notice of Change (ANOC) FAQs

Proactive notifications and inquiry handling about Medicare Annual Notices of Change. Including FAQ support for top ANOC call drivers

Digital consent

Ability for members to opt in to digital communications

Adult Preventative Wellness

Ongong adult preventative wellness education, appointment setting and other actions

Digital Consent

Ability for Members to opt in to digital communications.

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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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