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
Pre visit preparation instructions
Sharing of pre visit preparation instructions with ability to automate answers to inquiries
Renewal education and reminders
Support for member retention with renewal education and reminders
Enrollment in mail order program and Rx transfers
Education on benefits of mail order delivery and Rx transfer support
Eligibility and Out of Pocket Cost (OOP) verification
Ability for members to inquire about eligibility and verify out of pocket costs
Adult Preventative Wellness
Ongong adult preventative wellness education, appointment setting and other actions
Proactive member out of pocket notifications
Proactive member out of pocket notifications – with support for “price shocks”
Claim Status
Provide Policy Holder with the current status of a Claim.
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.
Policyholder After hours Support
Accurate, secure and compliant AI Agent Policy Holder inquiry and task completion support 24x7
Redetermination journey support (Medicaid)
Support for member retention with ongoing redetermination process education, support and services - until redetermination is complete
Proactive Rx status notifications
Proactive Rx status notifications (fill status, issues like prior auth)
Member ID card and driver's license digital collection
Safe and secure collection of member ID card(s), driver's license images
Extraction (Hospital Indemnity)
Extract Hospital Indemnity related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Diabetes care management and navigation
Year-round support for diabetic members including education, wellness, care gap closure, appointment setting
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.
Shipping status updates
Shipment status updates
Co-payment collection
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Payment Status
Provide Policy Holder with the current status of a payment on a Claim.
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
Click-to-call or chat to speak to pharmacy staff member
Click-to-call or chat to speak to pharmacy staff member when needed
90-day fill conversion
Support for education and 90-day fill conversion
Incontinence education and support
Education and connectivity to support resources for incontenence
Profile Updates
Update Policy Holder information and contact preferences.
Patient after hours support
Accurate, secure and compliant AI Agent patient inquiry and task completion support 24x7
Medication (Rx) reconciliation
Education and scheduling of Medication Reconciliation
Make Payment
Securely accept full or partial payment of outstanding installment amount.
Extraction (Basic Life)
Extract Basic Life related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Debt Management Plan
Proactively reach out to delinquent Borrowers to educate them on eligible Debt Management Plan options available and support their decision.
Digital consent
Ability for members to opt in to digital communications
Return to Work
Confirm Claimant's Return to Work date as well as any supporting documentation from the doctor.
90-day fill conversion
Support for education and 90-day fill conversion
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Vaccination reminders, education, appointment scheduling, and paperwork
Click-to-call or chat to speak with Care Manager
Click-to-call or chat to speak to Care Manager / Navigator when needed
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
ER avoidance
Education on when to use sites of care that are alternatives to the ER (telehealth, urgent care)
Cost transparency (Good Faith Estimate)
Providing out of pocket cost transparency via Good Faith Estimates
Member information updates
Member information updates – including cross-channel contact details and change of insurance
Extraction (Critical Illness)
Extract Critical Illness related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
First Notice of Loss (FNOL)
Guide the Policy Holder through reporting a loss and filing a Claim.
Cost transparency and cost relief
Education on cost tranparency and cost relief options
Employer Onboarding
Guide the Broker / Employer through the information required from them to onboard them into the Carrier's core systems.
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.
Borrower After hours Support
Accurate, secure and compliant AI Agent Borrower inquiry and task completion support 24x7
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Pediatric preventative wellness
Ongoing pediatric preventative wellness education, appointment setting and other actions
Profile Updates
Update Borrower information and contact preferences.
Digital Consent
Ability for Borrowers to opt in to digital communications.
Financial Health Education
Support Borrowers with advice, reminders, and empathy to guide them towards financially healthy payment behavior.
Trailing Documents
Remind and support Applicant in securely uploading required supporting documents post Application.
Overview of pharmacy supports and services
Overview of pharmacy support and services and population health and quality programs
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
Appointment scheduling, reminders and rescheduling
Support for finding an in network provider and setting appointment via click-to-call or scheduling system integration
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
Medication adherence:
Understand root causes of medication non-adherence and overcome them
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Product Comparison
Support Applicants in finding Insurance Plan options that best fit 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.
Claims status
Ability for members to receive push notices for, or make inquiries about, claims status
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
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.
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
Musculoskeletal (MSK) care management and navigation
Year-round support for members with Musculoskeletal conditions - including education, wellness, care gap closure, appointment setting
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
Digital consent
Ability for members to opt in to digital communications
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)
Respiratory Care care management and navigation (COPD, Asthma)
Year-round support for members with Respiratory Disease - including education, wellness, care gap closure, appointment setting
Persistency of Benefits
Collect Member's bank details and payment information to ensure that Group Insurance coverage transitions to Individual coverage after employment ends.
Benefit awareness and literacy
Support for member education on benefits and how to utilize them throughout the plan year
Review and e-sign new patient paperwork
Support for review and e-signature for new patient paperwork
Member contact information collection / updates
Collection of cross-channel member contact information to support better communications
Support for shipping / delivery issues, returns and reshipment
Support for shipping / delivery issues, returns and reshipment
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
Health Risk Assessment HRA surveys
Full Health Risk / Needs Survey completion with feeds to core systems for follow-up
Update Beneficiaries
Update Beneficiaries and respond to major life events to ensure Member's benefits are paid to intended individuals.
Behavioral Health care management and navigation
Year-round support for members with Behavioral Health conditions - including education, wellness, care gap closure, appointment setting
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)
Clinical guideline requests and inquiries
Ability for providers to request clinical guidelines
Supporting Documents
Remind and support Claimant in securely uploading required supporting documents for a Claim.
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Community meeting invitations
Proactive invitations and RSVPs for community events and meetings (virtual and in person)
SDOH resources (transportation, food)
Support for understanding and accessing SDOH resources such as nutrition, transportation
Provider search and selection support (any provider)
Support member ability to search for any type of in network provider and click-to-call to set appointments
Vaccination reminders, education, appointment scheduling, and paperwork
Retail, mail order, 90-day medication refills
Support medication adherence with retail, mail order and 90-day refill request support
Payment capture
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Member information updates (i.e. add dependant)
Collection of member information updates such as adding dependants, changing address, etc
Preventative wellness
Education and appointment setting for preventative wellness medications, immunizations and tests
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.
Refill reminders and ordering facilitation
Refill reminders and ordering facilitation (including payment capture)
Prior authorization communications and intake
Ability for providers and pharmacies to perform prior authorization inquiries, submit forms and information, and receive status updates
Patient after hours support
Accurate, secure and compliant AI Agent patient inquiry and task completion support 24x7
Vaccination outreach and scheduling
Education and appointment setting support for Vaccination with appointment reminders and reschedules
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
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Appeal filing and updates
Ability for members to understand and file Appeals, and receive status updates
Care appointment reminders
Proactive care and provider appointment reminders with the ability to reschedule rather than no show (any provider type)
Member After hours Support
Accurate, secure and compliant AI Member inquiry and task completion support 24x7
Eligibility of Insurability (EOI)
Guide the new Member through a dynamic set of questions to determine their eligibiity for Insurance.
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.




















