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Results follow-up agent for Sanlam Reality

The results follow-up agent for Sanlam Reality makes sure the next step after a result actually happens.

Thrive at WorkResults follow-up agentWhatsApp
  1. Repeat test due: 3 months after the last resultSanlam Reality
  2. Results follow-up agent: Hi Kabelo, your doctor asked for a repeat cholesterol test around now. Want me to book it?
  3. Customer: Where’s closest?
  4. Found 3 collection points within 4 kmNearby care finder
  5. Results follow-up agent: The closest is 1.2 km away and open until 16:00. Tomorrow at 8:00? It’s a fasting test, so nothing but water after 22:00 tonight.
  6. Customer: Perfect.
Sample conversation. People, brands and figures are made up.

What it can do with Sanlam Reality

  • Points Sanlam Reality members to the benefit that pays for the follow-up
  • Save the member’s Sanlam Reality status (Bronze, Silver, Gold) so every answer starts from where they are
  • Explain how Sanlam Reality rewards are earned and claimed, from the programme’s published rules with the date they were checked
  • Remind the member of monthly and yearly goals before they reset, and suggest one thing to do this week

Questions

What does the results follow-up agent do with Sanlam Reality?

Points Sanlam Reality members to the benefit that pays for the follow-up.

Is the Sanlam Reality connector live?

Yes.

Where does the results follow-up agent get the next step from?

From the report, the referring doctor or your own rules.

Does the agent decide Sanlam Reality claims or authorisations?

No.

Can we run the agent under our own brand?

Yes.

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