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Benefits agent for Balance

The benefits agent for Balance answers what Balance plans cover, with the figures for the member’s option.

Ridgeway LogisticsBenefits agentWhatsApp
  1. Customer: Does my plan cover physio?
  2. Read the plan guide for the member’s optionBalance
  3. Benefits agent: Your plan guide pays that from your day-to-day benefit, up to its annual limit. From the statement you sent on 3 October, you have about R2,300 left. Want the nearest network options?
  4. Customer: Yes please.
  5. Found 3 nearbyNearby care finder
Sample conversation. People, brands and figures are made up.

What it can do with Balance

  • Answers what Balance plans cover, with the figures for the member’s option
  • Save the member’s Balance status (Blue, Bronze, Silver, Gold, Diamond) so every answer starts from where they are
  • Explain how Balance rewards are earned and claimed, from the programme’s published rules with the date they were checked
  • Remind the member of weekly and yearly goals before they reset, and suggest one thing to do this week

Questions

What does the benefits agent do with Balance?

Answers what Balance plans cover, with the figures for the member’s option.

Is the Balance connector live?

Yes.

Where do the benefits agent’s answers come from?

From the scheme’s own plan guide for the member’s option, or your own plan documents, with the source shown.

Does the agent decide Balance claims or authorisations?

No.

Can HR see what staff say to the agent?

No.

Ollie’s agents give wellness guidance. They don’t diagnose or prescribe, and hand off to a human expert when needed.