Solution

Screen potential clients for eligibility for assistance programs

Benefits

• Clients can evaluate their eligibility 24/7 with no wait time, in their language of choice
• Use your criteria, including dynamic calculators for Federal Poverty Line, work credits, and more
• Reduce staff time and resources spent on screening and intake
• Receive up-to-date information on who’s being screened and who’s eligible for programs
• Direct eligible users to resources via email referral, appointment scheduling, call back option, or warm transfer to your contact center
• Optional document scanning and machine vision processing (W-2s for income verification, etc.)