Onboarding agent for health insurers
A ready-made Health Loops agent that welcomes new members and explains the plan in plain words.
Harbour Health CoverOnboarding agentWhatsApp
- Onboarding agent: Welcome to Harbour Health Cover, Grace. Two quick questions so I can set things up. What would you most like help with?
- Customer: I want to know what the plan covers.
- Onboarding agent: Got it. Is WhatsApp or email better for check-ins, and is morning or evening better?
- Customer: WhatsApp, evenings.
- Saved goal and preferencesBupa
- Onboarding agent: Perfect. I’ll check in on Monday evenings, and you can message me any time in between.
What it does with your systems
- Saves the member’s Bupa plan during onboarding, so later answers use it
- Welcomes new people on Web chat embed and sets up their check-ins there
- Welcomes new people on WhatsApp and sets up their check-ins there
- Welcomes new people on Email and sets up their check-ins there
Questions
What is a onboarding agent for health insurers?
A ready-made Health Loops agent that welcomes new members and explains the plan in plain words.
What does the onboarding agent save?
The goal, preferred channel and time, and anything the person chooses to share.
Does it replace our welcome emails?
It can sit alongside them.
Are scan results or chats used to price cover?
No.
Ollie’s agents give wellness guidance. They don’t diagnose or prescribe, and hand off to a human expert when needed.
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