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
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
Musculoskeletal (MSK) care management and navigation
Year-round support for members with Musculoskeletal conditions - including education, wellness, care gap closure, appointment setting
Member information updates (i.e. add dependant)
Collection of member information updates such as adding dependants, changing address, etc
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
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
Proactive Rx status notifications
Proactive Rx status notifications (fill status, issues like prior auth)
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
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
Shipping status updates
Shipment status updates
Extraction (Voluntary Life)
Extract Voluntary Life related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Explanation of Benefits (EOB) notices and education
Education and notices on Explanation of Benefits (EOB)
Appointment scheduling, reminders and rescheduling (any provider type)
Patient appointment setting support with reminders and ability to reschedule
Trailing Documents
Remind and support Applicant in securely uploading required supporting documents post Application.
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
Supporting Documents
Remind and support Member in securely uploading required supporting documents for a Claim.
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)
Paperless Statements
Ability for Borrowers to opt in to digital delivery of Statements.
Employer Onboarding
Guide the Broker / Employer through the information required from them to onboard them into the Carrier's core systems.
Pre visit preparation instructions
Sharing of pre visit preparation instructions with ability to automate answers to inquiries
Shopper plan compare support
Member support in finding a health insurance plan that best fits their needs
Profile Updates
Update Borrower information and contact preferences.
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
Review and e-sign new patient paperwork
Support for review and e-signature for new patient paperwork
Policyholder After hours Support
Accurate, secure and compliant AI Agent Policy Holder inquiry and task completion support 24x7
Refill reminders and ordering facilitation
Refill reminders and ordering facilitation (including payment capture)
Payment capture
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Profile Updates
Update Member information and contact preferences.
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
Member warm welcome benefits education and literacy
Member welcome notifications that educate on plan benefits, deliver digital ID cards
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.
Appointment setting for preventive care screenings and visits
Proactive provider appointment reminders with the ability to reschedule rather than no show (any provider type)
SDOH resources (transportation, food)
Support for understanding and accessing SDOH resources such as nutrition, transportation
Clinical guideline requests and inquiries
Ability for providers to request clinical guidelines
Trailing Documents
Remind and support Applicant in securely uploading required supporting documents post Application.
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Certificate of Insurance (COI)
Respond to Policy Holder requests for copies of Certificate of Insurance (COI) with secure delivery of documents.
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.
Digital consent
Ability for members to opt in to digital communications
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.
Schedule and prep instructions for PT / OT / other visits
Patient appointment setting support with visit prep instructions, reminders and ability to reschedule
Traditional app and portal registration support
Support for member app download and app and portal initial registration
Diabetes care management and navigation
Year-round support for diabetic members including education, wellness, care gap closure, appointment setting
Incontinence education and support
Education and connectivity to support resources for incontenence
Member information updates
Member information updates – including cross-channel contact details and change of insurance
Delivery Confirmation
Collect detailed delivery information, hospital discharge summaries from the Claimant to trigger benefits.
Redetermination journey support (Medicaid)
Support for member retention with ongoing redetermination process education, support and services - until redetermination is complete
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
Brand-to-generic conversion
Support for education and brand to generic fill conversion
Preventative wellness
Education and appointment setting for preventative wellness medications, immunizations and tests
Update Beneficiaries
Update Beneficiaries and respond to major life events to ensure Member's benefits are paid to intended individuals.
Member information updates
Member information updates – including cross-channel contact details and change of insurance
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
Transition of care support
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Chronic condition care navigation
Education, care management, navigation support and appointment setting for any chronic condition (diabetes, CKD...)
Health Risk Assessment HRA surveys
Full Health Risk / Needs Survey completion with feeds to core systems for follow-up
Digital Consent
Ability for Borrowers to opt in to digital communications.
Care Management connectivity
Notifications to educate on the importance of Care Management and set appointments
Claim Status
Provide Member with the current status of a Claim.
Eligibility & benefits verification
Ability for providers and pharmacies to perform eligibilty and benefits verification at the member level
Benefit awareness and literacy
Support for member education on benefits and how to utilize them throughout the plan year
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.
