Live

Onboarding agent for Bestmed

The onboarding agent for Bestmed saves the member’s Bestmed plan during onboarding, so later answers use it.

Ridgeway LogisticsOnboarding agentWhatsApp
  1. Onboarding agent: Welcome to Ridgeway Logistics, Nomsa. Two quick questions so I can set things up. What would you most like help with?
  2. Customer: I want to use the benefits on offer.
  3. Onboarding agent: Got it. Is WhatsApp or email better for check-ins, and is morning or evening better?
  4. Customer: WhatsApp, evenings.
  5. Saved goal and preferencesBestmed
  6. Onboarding agent: Perfect. I’ll check in on Monday evenings, and you can message me any time in between.
Sample conversation. People, brands and figures are made up.

What it can do with Bestmed

  • Saves the member’s Bestmed plan during onboarding, so later answers use it
  • Match the member to their Bestmed option from the 11 on file (Beat 1, Beat 2, Beat 3 and 8 more), with their membership number, from a message or a photo of their card
  • Answer general questions about Bestmed cover, and send plan-specific ones to the Bestmed service line (086 000 2378) rather than guess
  • Read a claims or benefit statement the member sends and explain each line still owed, in plain words

Questions

What does the onboarding agent do with Bestmed?

Saves the member’s Bestmed plan during onboarding, so later answers use it.

Is the Bestmed connector live?

Yes.

What does the onboarding agent save?

The goal, preferred channel and time, and anything the person chooses to share.

Does the agent decide Bestmed 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.