Eligibility Screening
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
- 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
Use Cases
Screen Chinese-speaking clients for eligibility for low-income housing programs, earned income tax credit, SNAP, LIHEAP, etc…
Re-enroll existing program participants into assistance programs in a timely manner to prevent breaks in benefits
How It Works
Upload Contacts / Promote Text to Opt-In
Collect eligibility information through dynamic screening questions
- Option to receive photo documentation (e.g. address or paystub verification)
Refer eligible candidates to next steps to complete the enrollment process
- Send information on what to expect and how to prepare
- Option to schedule calls with staff
Option to invite a friend to take the screener as well
See engagement metrics
Professional Survey Services
Survey design
Data analysis
Data reporting
Data reporting