Renewal agent for medical aids
A ready-made Health Loops agent that explains next year’s changes to each member’s option in plain words.
Coastline Medical SchemeRenewal agentWhatsApp
- Renewal agent: Hi Bongani, your cover renews on 1 January. Want a two-line summary of what changes on your option?
- Customer: Yes please.
- Compared this year and next yearDiscovery Health
- Renewal agent: Your benefits stay the same and the monthly contribution goes up. You mostly used day-to-day benefits this year, so your current option still fits. Want me to compare one other option?
- Customer: No, that’s fine.
What it does with your systems
- Explains what changes on Discovery Health options at renewal and compares them
- Runs renewal conversations on WhatsApp
- Runs renewal conversations on Voice and phone calls
- Runs renewal conversations on Email
Questions
What is a renewal agent for medical aids?
A ready-made Health Loops agent that explains next year’s changes to each member’s option in plain words.
Does the renewal agent sell plans?
No.
What if a member wants to leave?
It hands them to your team with the reason and the comparison attached.
Where do the agent’s answers about benefits come from?
From the scheme’s own published plan guide for the member’s option, and from statements the member sends.
Ollie’s agents give wellness guidance. They don’t diagnose or prescribe, and hand off to a human expert when needed.