Case Management Automation for Eligibility
Your AI agent handles application review, document preparation, and referral management—so you spend less time in Excel and Outlook, and more time making decisions.
As an eligibility specialist, you’re constantly switching between spreadsheets, emails, and shared drives to review applications and track referrals. Hours disappear copying data from DocuSign, drafting letters in Word, and updating case notes in your agency’s portal. The paperwork never ends, and critical details can slip through the cracks when you’re buried in admin tasks.
An AI agent that automates application review, document drafting, and referral management for eligibility specialists in public assistance agencies.
What this replaces
The hidden cost
What this is really costing you
In public assistance agencies, eligibility specialists waste hours each week manually reviewing application PDFs, drafting compliance letters in Microsoft Word, and compiling referral packets using Outlook and shared folders. Pulling applicant details from DocuSign into case management systems is tedious and error-prone. This repetitive work drains time from actual decision-making and increases the risk of mistakes.
Time wasted
6 hrs/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$14,000/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
Ignoring this means compliance violations, delayed approvals, frustrated staff, and audit failures when case files lack proper documentation.
Cost estimates derived from U.S. Bureau of Labor Statistics occupational wage data and O*NET task analysis.
Return on investment
The math speaks for itself
Today — without agent
6 hrs/week
of manual work
With your AI agent
1 hr/week
agent-handled
You save
$11,700/year
every year, reinvested into growing your business
Estimates based on U.S. Bureau of Labor Statistics median salary data and O*NET task importance ratings from worker surveys. Time savings assume 80% automation of eligible task components.
Jobs your agent handles
What this agent does for you
Complete jobs, handled end-to-end — so your team focuses on what matters.
Speed Up Application Decisions
You ask your agent to review a new application and summarize eligibility findings for your approval.
Modify Assistance Efficiently
You ask your agent to prepare the necessary documentation to adjust an applicant’s assistance level.
Terminate Assistance Cleanly
You ask your agent to draft a termination notice and update case records accordingly.
Refer Applicants Instantly
You ask your agent to organize and prepare all required information to refer an applicant to another agency.
How to hire your agent
Connect your tools
Link your client assessment, document management, and patient registration tools.
Tell your agent what you need
Example: 'Review this applicant’s file and draft a letter to modify their assistance amount.'
Agent gets it done
The agent reviews the file, prepares the letter, and provides a summary for your approval.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Application File Review
Pulls applicant data from DocuSign and generates eligibility summaries for supervisor approval.
Assistance Status Processing
Processes instructions to grant, modify, or terminate assistance and updates SharePoint case records.
Referral Packet Preparation
Compiles applicant information from Salesforce and formats referral documents for submission to other agencies.
Compliance Letter Drafting
Drafts eligibility, modification, and denial letters using your agency’s Microsoft Word templates.
Case Note Generation
Creates audit-ready notes in Salesforce documenting every action taken on a case.
AI Agent FAQ
Yes, the agent connects to SharePoint, Salesforce, and DocuSign via secure API. You control which files and records it can process, and all actions are logged for audit purposes.
No, your agent prepares summaries and drafts documents to support your review. You remain responsible for all final eligibility determinations.
All data is encrypted in transit using TLS 1.3. The agent processes files without storing them, and access is restricted to authorized users only.
Absolutely. The agent uses your Microsoft Word templates and adapts letters to your preferred style, ensuring compliance with state and federal guidelines.
Currently, the agent handles English-language documents. Support for Spanish and other languages is planned for future updates.
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