Custom, built in days

Onboarding agent for Hollard Health

The onboarding agent for Hollard Health welcomes each new member, learns their goal and sets up their check-ins.

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 preferencesHollard Health
  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 Hollard Health

  • Saves the member’s Hollard Health plan during onboarding, so later answers use it
  • Read a member’s Hollard Health plan and benefits through the access your team has, such as an API, a file feed or a portal export
  • Answer cover questions from your Hollard Health plan documents, with the figures for the member’s plan
  • Check a claim’s status and chase the missing invoice, referral or form with the member

Questions

What does the onboarding agent do with Hollard Health?

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

Is the Hollard Health connector live?

Not yet as a ready-made connector.

What does the onboarding agent save?

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

Does the agent decide Hollard Health 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.