Live

Onboarding agent for Momentum Medical Scheme

The onboarding agent for Momentum Medical Scheme is a ready-made agent on Health Loops.

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 preferencesMomentum Medical Scheme
  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 Momentum Medical Scheme

  • Saves the member’s Momentum Medical Scheme plan during onboarding, so later answers use it
  • Match the member to their Momentum Medical Scheme option from the 6 on file (Custom, Ingwe, Incentive and 3 more), with their membership number, from a message or a photo of their card
  • Answer general questions about Momentum Medical Scheme cover, and send plan-specific ones to the Momentum Medical Scheme service line (0860 117 859) 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 Momentum Medical Scheme?

Saves the member’s Momentum Medical Scheme plan during onboarding, so later answers use it.

Is the Momentum Medical Scheme 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 Momentum Medical Scheme 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.