Onboarding Assistant

Onboarding Assistant helps members quickly finish onboarding, find in-network physicians, and better understand their plan coverage.

Goal: Improve Member Satisfaction

Functionality: Member Onboarding, Print ID Cards, Setup Billing, Benefits Explanation, Cost Estimates, Transfer to Live Agent

Integration with: CRM/Member Profile DB, Plan Knowledgebase, Cost Estimator, Agent Scheduling System.

Interactions: Free-form text conversations with NLP, Guided Navigation with Cards, Image-based Interactions, Pre-populated Inline Forms.