Benefits access cohort
Give your navigators their time back.
This survey helps us identify nonprofits that are beta-ready to participate in a benefits-navigation copilot.
From the June 5 workshop
What we heard from the room.
The same six themes came up again and again, across settlement houses, anti-hunger groups, multi-service centers, and emergency food providers.
Every organization is unique. The work is not.
You all walk the same path: need, eligibility, apply, refer, remind, outcome. Different missions, same steps, and the same friction at each one.
Re-keying the same data is the biggest drain.
The same details go into intake, then a CRM, then again into Access HRA, which still takes nothing from outside. One of you already runs telephonic signatures for SNAP, so the workarounds are real.
Income questions eat the most time.
Varying pay, several sources, weekly versus monthly, gross versus net. Walking someone through it accurately is where the hours go, usually in person, and today's forms neither catch errors nor guide.
Too many systems, none of which talk to each other.
Custom Salesforce builds, ClientTrack migrations, specialized screeners, three different social care networks in one city. Every new program adds manual work instead of taking it away.
Follow-up, recert, and outcomes fall to the bottom.
There is barely time to confirm a case stays open or that a referral actually lands. Catching people due for recertification before they drop off, not after, came up more than once.
Real appetite for AI, paired with real conditions.
Privacy, reliable output, staff capacity, and accessibility came up in nearly every introduction. So the client side stays guided pre-intake with hard limits, and your staff review, confirm, and submit everything.
Shaped by the room
Where the pilot will likely focus.
Three directions that came straight out of those themes. We confirm the priorities with you in co-design before anything gets built.
Smart intake
Guided intake that handles eligibility and the income questions once, catches errors as you go, and gets it right the first time.
Built around digital literacy and inclusion, and never a replacement for the human contact some clients need.
One compliant client record
An AI-amplified contact record that fills Access HRA and your other systems from a single intake. Fully compliant, and it ends the re-keying that drains the most time.
Stay enrolled, prove outcomes
Check-ins and follow-ups that catch recertifications before clients drop off, confirm whether referrals landed, and suggest cross-referrals to navigators. Outcomes and evaluation built in.
A pilot that proves itself before you commit.
Check your eligibility
Six quick questions to see if your organization is eligible to join the beta pilot cohort.
Co-design your pilot
A supported, costed co-design phase: the Whitelabel team builds with your organization over six weeks, then a full year of live use, shaping the best pilot from the pain points we identified together as a cohort.
Prove it, then decide
Everything runs against the criteria you set, through to Access HRA submission. The measured results, not a pitch, decide whether you carry on.