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SSDI bot ยท voice and text

The AI bot that screens SSDI leads for your intake team.

Maya screens people asking about Social Security disability benefits, confirms where they are in the process and passes them to a specialist.

Book a SSDI demo What it asks
  • Runs 24/7
  • Your approved script
  • Live transfer to disability benefits specialists
MayaOnline now
SSDI
Maya (bot): Hi Angela, this is Maya with Beacon Disability Advocates. You asked about Social Security disability benefits. Is now a good time?
Prospect: Yes.
Maya (bot): Are you currently unable to work because of a medical condition?
Prospect: Yes, for about eight months.
Maya (bot): Have you already applied for SSDI, or been denied?
Prospect: I applied and was denied in July.
Maya (bot): Thank you. I will connect you with a specialist who can review your case.
Transferring to a disability benefits specialist

Sample conversation. Names are fictional.

How the SSDI bot works

Built for SSDI conversations.

SSDI intake depends on a few key facts: whether the person can work, their condition, and whether they have applied or been denied. The SSDI bot asks those questions on every lead, in the order your intake team prefers.

It records work status, medical condition, application status, denial date and the best callback time, then transfers the person to a disability benefits specialist who can review their case.

What it collects

  • Work status
  • Medical condition
  • Application status
  • Denial date
  • Best callback time

Handoff

Specialists see work status and application history before the call.
Where it helps

Use cases for the SSDI bot.

Intake screening

Every inquiry is screened with the same questions before it reaches your team.

Denial follow-up

Identify people who were denied and may need help with next steps.

Callback capture

Record the best time to reach people who cannot talk right away.

From lead to licensed agent

Four steps, every time.

  1. Step 1

    Load your script

    Your SSDI questions, wording, states, hours and disclosures are set up before launch.

  2. Step 2

    The bot reaches out

    It calls and texts each lead, confirms permission to continue and asks your questions.

  3. Step 3

    Answers are logged

    Every answer is recorded as it is given, with a full transcript of the conversation.

  4. Step 4

    Live transfer

    Qualified prospects transfer live to your disability benefits specialists, with the answers on screen.

Bots qualify and transfer. Quotes, advice and enrollment stay with your licensed agents. Read how we handle compliance.

SSDI bot FAQ

Questions about the SSDI bot.

Something else? Book a demo and ask us directly.

Does the SSDI bot give legal advice?

No. It screens and transfers. Case review and advice come from your specialists.

Can we change the screening questions?

Yes. Your intake questions and their order are loaded from your script before launch.

Is the conversation recorded?

Every conversation is transcribed and every answer is logged, so your team can review it in your client dashboard.

More bots

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SSDI bot demo

Put superintelligence to work.

See the SSDI bot qualify a lead with your script, then go live with your disability benefits specialists.

Book a demo Call +1 (216) 626-0614