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Renewal agent for Prudential

The renewal agent for Prudential explains what changes on Prudential options at renewal and compares them.

Your health insurerRenewal agentWhatsApp
  1. Renewal agent: Hi Grace, your cover renews on 1 January. Want a two-line summary of what changes on your option?
  2. Customer: Yes please.
  3. Compared this year and next yearPrudential
  4. 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?
  5. Customer: No, that’s fine.
Sample conversation. People, brands and figures are made up.

What it can do with Prudential

  • Explains what changes on Prudential options at renewal and compares them
  • Read a member’s Prudential 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 Prudential 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 renewal agent do with Prudential?

Explains what changes on Prudential options at renewal and compares them.

Is the Prudential connector live?

Not yet as a ready-made connector.

Does the renewal agent sell plans?

No.

Does the agent decide Prudential claims or authorisations?

No.

Are scan results or chats used to price cover?

No.

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