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
Retail, mail order, 90-day medication refills
Support medication adherence with retail, mail order and 90-day refill request support
Profile Updates
Update Borrower information and contact preferences.
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Provider roster directory updates
Ability for any provider to update their roster information for provider directory accuracy
Records transfer paperwork
Completion of forms and e-signing records transfer paperwork
Financial Health Education
Support Borrowers with advice, reminders, and empathy to guide them towards financially healthy payment behavior.
Chronic Condition care gap closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Care appointment reminders
Proactive care and provider appointment reminders with the ability to reschedule rather than no show (any provider type)
Delivery Confirmation
Collect detailed delivery information, hospital discharge summaries from the Claimant to trigger benefits.
New patient welcome and information gathering
Patient education on provider and information and documentation completion
Adult Preventative Wellness
Ongong adult preventative wellness education, appointment setting and other actions
Overview of pharmacy supports and services
Overview of pharmacy support and services and population health and quality programs
Retail-to-mail conversion
Support for education and retail-to-mail conversion
Social Determinant of Health SDOH surveys
Social Determinant of Health SDOH survey completion with feeds to core systems for follow-up
Balance Inquiry
Provide Borrower with details of the current balance on their account.
Medication adherence
Understand root causes of medication non-adherence and overcome them
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
Hospital discharge support
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Extraction (Voluntary Life)
Extract Voluntary Life related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Policy Review (KYC)
Remind and support Policy Holder in securely uploading required supporting KYC documents during Policy Review.
Extraction (Long Term Disability)
Extract Long Term Disability related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Support for shipping / delivery issues, returns and reshipment
Support for shipping / delivery issues, returns and reshipment
Policy Reinstatement
Guide the Policy Holder through re-instating a lapsed policy.
Schedule and prep instructions for PT / OT / other visits
Patient appointment setting support with visit prep instructions, reminders and ability to reschedule
Waitlisting
Proactive notifications of appointment availability for patients on wait lists
Member ID card and driver's license digital collection
Safe and secure collection of member ID card(s), driver's license images
Transition of care support
Support for inpatient to facility or home transitions to ensure safety and decrease readmissions
Address Verification
Remind and support Borrower in securely verifying address and contact information during KYC Reviews.
Endorsements and Riders
Guide the Policy Holder through amending, adding, and removing lines of coverage to their existing policy.
Trailing Documents
Remind and support Applicant in securely uploading required supporting documents post Application.
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
Employer Onboarding
Guide the Broker / Employer through the information required from them to onboard them into the Carrier's core systems.
SDOH resources (transportation, food)
Support for understanding and accessing SDOH resources such as nutrition, transportation
Payment capture
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Shipping status updates
Shipment status updates
Click-to-call or chat to speak to pharmacy staff member
Click-to-call or chat to speak to pharmacy staff member when needed
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 communications and intake
Ability for providers and pharmacies to perform prior authorization inquiries, submit forms and information, and receive status updates
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
Refill reminders and ordering facilitation
Refill reminders and ordering facilitation (including payment capture)
Product Comparison
Support for Applicants to find Insurance Plan options that best fit their needs.
Care plan adherence
Notifications to educate on the importance of care plan adherence, related appointment setting
Payment Status
Provide Borrower with the current status of a payment made to their account.
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
Supporting Documents
Remind and support Member in securely uploading required supporting documents for a Claim.
Chronic Condition Care Gap Closure
Education, navigation support and appointment setting for any chronic condition care gap (diabetes, CKD...)
Shipping status updates
Shipment status updates
Digital consent
Ability for members to opt in to digital communications
Vaccination outreach and scheduling
Education and appointment setting support for Vaccination with appointment reminders and reschedules
Vaccination reminders, education, appointment scheduling, and paperwork
Benefit awareness and literacy
Support for member education on benefits and how to utilize them throughout the plan year
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)
Enrollment in mail order program and Rx transfers
Education on benefits of mail order delivery and Rx transfer support
Appeal filing and updates
Ability for members to understand and file Appeals, and receive status updates
Medication reconciliation
Education and scheduling of Medication Reconciliation appointments
Premium Payment
Securely accept full or partial payment of outstanding premium amount.
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
Digital Consent
Ability for Borrowers to opt in to digital communications.
Persistency of Benefits
Collect Member's bank details and payment information to ensure that Group Insurance coverage transitions to Individual coverage after employment ends.
Sales appointment setting and reminders
Member appointment setting with service or sales agents in support of their buying process
SDOH Resources (transportation, food)
Support for understanding and accessing SDOH resources such as nutrition, transportation
First Notice of Loss
Guide the Claimant through the process of reporting the death of a Policy Holder and filing a Claim.
Member after hours support
Accurate, secure and compliant AI Agent member inquiry and task completion support 24x7
Enrollment in mail order program and Rx transfers
Education on benefits of mail order delivery and Rx transfer support
Payment Status
Provide Member with the current status of a payment on a Claim.
Appointment scheduling, reminders and rescheduling (any provider type)
Patient appointment setting support with reminders and ability to reschedule
Email Triage
Automatically triage incoming servicing emails to identify intent and respond to service requests.
Appointment reminder and rescheduling
Member appointment reminders for care management, provider appointments (any type), home health visits and more
HIPAA Release
Securely upload a signed HIPAA release form from the Claimant.
Prior Authorization transparency support
Ability for members to receive push notices for, or make inquiries about, prior authorization status
Fall prevention education and action
Education and connectivity to support resources for fall prevention (movement, home safety...)
Workplace Accommodations
Educate the Member on available workplace acommodations, reduced hours, and reassignment programs available through their employer.
Proactive member out of pocket notifications
Proactive member out of pocket notifications – with support for “price shocks”
Schedule Appointment
Schedule follow up call with Sales Representative with reminders and rescheduling.
Provider appointment setting and reminders
Patient appointment setting support with reminders and ability to reschedule
Clinical guideline requests and inquiries
Ability for providers to request clinical guidelines
Brand-to-generic conversion
Support for education and brand to generic fill conversion
Member information updates
Member information updates – including cross-channel contact details and change of insurance
Community meeting invitations
Proactive invitations and RSVPs for community events and meetings (virtual and in person)
Payment capture
Safe and secure collection of payment information (credit, debit, ACH) to pass to payment processing
Incontinence education and support
Education and connectivity to support resources for incontenence
Renewal education and reminders
Support for member retention with renewal education and reminders
Find a Provider
Patient support in finding in network doctors (of any type) that best fit their needs
Traditional app and portal registration support
Support for member app download and app and portal initial registration
Digital Consent
Ability for Policy Holders to opt in to digital communications.
Disaster Preparedness
Proactively reach out to Policy Holders prior to a disaster, such as storm, wildfire, or flood and educate them on preparedness.
Extraction (Accidental Death & Dismemberment)
Extract Accidental Death and Dismemberment related keys required for underwriting from structured Census files, semi-structured Prior Year Plans, and unstructured email body.
Pre visit preparation instructions
Sharing of pre visit preparation instructions with ability to automate answers to inquiries
Maternal health navigation
Support for full maternity journeys with education, appointment setting, wellness and more
Experience and Net Promoter Score (NPS) surveys
Surveying capability for experiences and NPS scoring
Prior authorization education and updates for transparency
Ability for patients to receive push notices for, or make inquiries about, prior authorization status
Adult preventative wellness
Ongong adult preventative wellness education, appointment setting and other actions
Cost transparency and cost relief
Education on cost tranparency and cost relief options
Payment Status
Provide Policy Holder with the current status of a payment on a Claim.
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
Profile Updates
Update Policy Holder information and contact preferences.
Loan Modification
Proactively reach out to delinquent Borrowers to educate them on eligible Loan Modification options available and support their decision.
Post-visit check-in and follow-up details / instructions
Sharing of pre visit instructions with ability to automate answers to inquiries
Payoff Request
Guide Borrower through requesting an official Payoff Letter for their loan.
ER avoidance
Education on when to use sites of care that are alternatives to the ER (telehealth, urgent care)
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.
