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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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.

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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

Provider after hours support

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

Transition of Care Support Readmission Avoidance

Support for inpatient to facility or home transitions to ensure safety and decrease readmissions

Experience and Net Promoter Score (NPS) surveys

Surveying capability for experiences and NPS scoring

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

Waitlisting

Proactive notifications of appointment availability for patients on wait lists

Vaccination reminders, education, appointment scheduling, and paperwork

Medication adherence

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

Provider credentialing with Plan

Support for provider credentialing information submission and status updates

Community meeting invitations

Proactive invitations and RSVPs for community events and meetings (virtual and in person)

Maternal health navigation

Support for full maternity journeys with education, appointment setting, wellness and more

Member after hours support

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

Digital Consent

Ability for Members to opt in to digital communications.

Policy Review (KYC)

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

Cost transparency and cost relief

Education on cost tranparency and cost relief options

Behavioral Health care management and navigation

Year-round support for members with Behavioral Health conditions - including education, wellness, care gap closure, appointment setting

Sales appointment setting and reminders

Member appointment setting with service or sales agents in support of their buying process

Eligibility and Out of Pocket Cost (OOP) verification

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

Enrollment in mail order program and Rx transfers

Education on benefits of mail order delivery and Rx transfer support

Medication adherence

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

Proactive Rx status notifications

Proactive Rx status notifications (fill status, issues like prior auth)

Find a Provider

Patient support in finding in network doctors (of any type) that best fit their needs

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

Email Triage

Automatically triage incoming servicing emails to identify intent and respond to service requests.

Medication (Rx) reconciliation

Education and scheduling of Medication Reconciliation

Click-to-call or chat to speak with Care Manager

Click-to-call or chat to speak to Care Manager / Navigator when needed

Care education (chronic condition management)

Notifications to educate on the importance of chronic condition management, related appointment setting

Shipping status updates

Shipment status updates

Respiratory Care care management and navigation (COPD, Asthma)

Year-round support for members with Respiratory Disease - including education, wellness, care gap closure, appointment setting

Sales appointment setting and reminders

Member appointment setting with service or sales agents in support of their buying process

Email Triage

Automatically triage incoming servicing emails to identify intent and respond to service requests.

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)

Digital ID card delivery

Delivery of member ID cards digitally

Workplace Accommodations

Educate the Member on available workplace acommodations, reduced hours, and reassignment programs available through their employer.

Persistency of Benefits

Collect Member's bank details and payment information to ensure that Group Insurance coverage transitions to Individual coverage after employment ends.

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

Payment Status

Provide Member with the current status of a payment on a Claim.

Proactive member out of pocket notifications

Proactive member out of pocket notifications – with support for “price shocks”

Member ID card and driver's license digital collection

Safe and secure collection of member ID card(s), driver's license images

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

Issues and Complaints

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

Medication reconciliation

Education and scheduling of Medication Reconciliation appointments

Policy Cancellation

Guide the Policy Holder through cancelling their policy.

Click-to-call or chat to speak to pharmacy staff member

Click-to-call or chat to speak to pharmacy staff member when needed

Preventative Wellness Care Gap Closure

Education, navigation support and appointment setting for any preventative wellness care gap (immunizations, cancer screenings)

Timely notifications to meet regulatory requirements

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

Email Triage

Automatically triage incoming servicing emails to identify intent and respond to service requests.

Cost transparency (Good Faith Estimate)

Providing out of pocket cost transparency via Good Faith Estimates

Supporting Documents

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

Digital consent

Ability for members to opt in to digital communications

Brand-to-generic conversion

Support for education and brand to generic fill conversion

Ongoing website, portal, & app adoption and utilization

Support for member ongoing utilization of website, traditional apps and portals

Prior authorization education and updates for transparency

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

Chronic Condition care gap closure

Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)

Benefits Education

Answer Member questions on Plan benefits, coverage, and eligibility.

Shipping status updates

Shipment status updates

Retail, mail order, 90-day medication refills

Support medication adherence with retail, mail order and 90-day refill request support

Member contact information collection / updates

Collection of cross-channel member contact information to support better communications

Benefits Education

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

Retail-to-mail conversion

Support for education and retail-to-mail conversion

Loan Modification

Proactively reach out to delinquent Borrowers to educate them on eligible Loan Modification options available and support their decision.

Cardiac Disease care management and navigation

Year-round support for members with Cardiac Disease - including education, wellness, care gap closure, appointment setting

Policy Renewal

Guide the Policy Holder through renewing their policy.

Support for shipping / delivery issues, returns and reshipment

Support for shipping / delivery issues, returns and reshipment

Proactive member out of pocket notifications

Proactive member out of pocket notifications – with support for “price shocks”

Post-discharge information / education

Support for inpatient to facility or home transitions to ensure safety and decrease readmissions

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.

Medication reconciliation appointment setting

Education and scheduling of Medication Reconciliation

Surgery Confirmation

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

Product Comparison

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

Adult Preventative Wellness

Ongong adult preventative wellness education, appointment setting and other actions

Provider roster directory updates

Ability for any provider to update their roster information for provider directory accuracy

90-day fill conversion

Support for education and 90-day fill conversion

Address Verification

Remind and support Borrower in securely verifying address and contact information during KYC Reviews.

Find a Primary Care doctor or Pediatrician

Support for finding a primary care doctor or pediatrician in network and setting appointment via click-to-call

Schedule Appointment

Schedule follow up call with Sales Representative with reminders and rescheduling.

Extraction (Vision)

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

Digital ID Card

Securely deliver a digital copy of Policy Holder's Insurance ID Card upon request.

Overview of PBM supports and services

Overview of PBM support and services and population health and quality programs

Hardship Inquiry

Reach out to delinquent Borrowers with empathy to identify circumstances such as job loss, illness, divorce, deployment that may be eligible for relief measures.

Payoff Request

Guide Borrower through requesting an official Payoff Letter for their loan.

Records transfer paperwork

Completion of forms and e-signing records transfer paperwork

Debt Management Plan

Proactively reach out to delinquent Borrowers to educate them on eligible Debt Management Plan options available and support their decision.

Product Comparison

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

Policy Reinstatement

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

Cost transparency and cost relief

Education on cost tranparency and cost relief options

Patient questionnaire automation

Capture of patient information updates and support for review and e-signature for new patient paperwork

Appeal filing and updates

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

Annual Wellness Visit (AWV) outreach and scheduling

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

Medication adherence:

Understand root causes of medication non-adherence and overcome them

Ongoing website, portal, & app adoption and utilization

Support for member ongoing utilization of website, traditional apps and portals

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.

Confirmation of medication, immunization, DME orders / refills

Confirmation of medication, immunization, DME orders / refills

Payment Status

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

SCRA Protection

Securely collect proof of Active Duty Servicemembers in order to trigger financial protections.

Trailing Documents

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

Claim Status

Provide Policy Holder with the current status of a Claim.

First Notice of Loss

Guide the Claimant through the process of reporting the death of a Policy Holder and filing a Claim.

Retail-to-mail conversion

Support for education and retail-to-mail conversion

Refill reminders and ordering facilitation

Refill reminders and ordering facilitation (including payment capture)

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)

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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.

Agentic AI that Analysts rave about

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