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Ushur: Reaping Dividends with Disciplined Growth and a Dedicated Focus on Delivering Customer Excellence

This IDC Market Note presents a compelling vision of Ushur’s Series C funding, announced on February 7, 2023, through the lens of the Future of Customer Experience. During an enlightening discussion with Ushur’s leadership, the team unveiled plans to:

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Ushur: Reaping Dividends with Disciplined Growth and a Dedicated Focus on Delivering Customer Excellence

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Why Ushur Is Leading the Shift in Healthcare Engagement

Ushur isn’t just recognized by top analysts — we’re helping real organizations with AI-driven solutions that streamline enterprise workflows while delivering personalized, seamless experiences your customers can trust—because exceptional service starts with intelligent automation.

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HIPAA-secure
Omni-channel platform
No-code platform
An image of a woman and her daughter playing in fall leaves. They are safe and secure online during their interactions with their health insurance carrier because of Ushur.

HIPAA-secure

We enable healthcare companies to have two-way conversations in a secure channel. Invisible App™, Invisible Portal™ and SmartMail give companies and patients secure channels to make data pulls and pushes of PHI and PII in a HIPAA-secure platform. Now members and patients can opt-in for appointment reminders, reschedule their appointments and quickly interact with member or patient services from any device.

A woman using multiple devices when talking to her health insurance company.;

Omni-channel platform

Omni-channel patient engagement policies require the ability for patients to self-service over any channel. Across from an IVR, to SMS, WhatsApp, chatbots, and more, patient experiences require accurate information and flexible conversations. Ushur gives healthcare companies flexibility and patients the opportunity to engage with them in their preferred channel.

A health insurance carrier building automated experiences using the Ushur no-code platform.

No-code platform

Our true no-code drag and drop builder enables IT teams to give non-technical users the tools to quickly build and deploy automation solutions. Repetitive tasks that consume the time and effort of critical personas who could otherwise focus on improving patient experiences can be automated–allowing workers to focus on providing elevated customer experiences. Ushur lowers the total cost of ownership and cuts the time to value for any automation project.

Why Ushur Is Leading the Shift in Financial Services Engagement

Ushur isn’t just recognized by top analysts — we’re empowering financial institutions to deliver seamless experiences for both B2B and B2C customers. With our no-code platform, your teams can quickly design and launch automation solutions—no programming expertise required—unlocking agility and innovation through citizen development.

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Origination and Onboarding
Customer Service
Lending & Servicing
Commercial Banking

Origination and Onboarding

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    Know Your Customer (KYC)
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    ID verification
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    Submit documents
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    Abandoned application nudges
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    Activation
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    Application completion
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    E-statement and paperless enrollment
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    Portal and app sign-up and adoption support

Customer Service

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    Modify beneficiaries
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    Report lost or stolen credit or debit cards
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    Resolve login issues and support PIN resets
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    Check rates
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    AML-enhanced due diligence
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    Dispute resolution

Lending & Servicing

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    Application completion nudges
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    Collect documents and e-signatures for lending packages
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    Loan status updates
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    Missed payment reminders
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    Payment capture and recurring payment setup
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    Hardship inquiry / collections
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    Pre-default risk mitigation communications
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    Account resolution

Commercial Banking

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    Syndicated loan notices
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    Commercial lending documentation and e-signature gathering
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    Collecting updated financial statements
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    Not In Good Order (NIGO) resolution
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    Automated email and attachment triage
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    Reduce outbound operational calls

Why Ushur Is Leading the Shift in Insurance Engagement

Ushur isn’t just recognized by top analysts — we’re helping real organizations automate complex workflows, engage customers with empathy, and deliver outcomes that matter.

LA&H: Group & Worksite

LA&H: Group Benefits

LA&H: Individual

LA&H: Individual

Property & Casualty

Property & Casualty