Benefits management is a major responsibility for state and local governments. Applicants for SNAP, TANF, housing, and child care assistance face food instability and economic hardship, and they often are searching for assistance out of desperation. However, with a customized Salesforce implementation from Provisio, government agencies can smoothen the entire process for vulnerable applicants already grappling with difficult life situations. In this article, we’ll explore how Provisio can harness Salesforce Public Sector Solutions Benefit Management, along with Salesforce Experience Cloud, to automate processes, increase transparency, and unveil new insights for state and local governments as a benefits manager.
Tracking, Transparency, and Automation
With Salesforce Benefit Management and Experience Cloud, Provisio builds a secure and scalable platform that increases transparency and collaboration between all stakeholders. Referral partners and constituents are both equipped with unified portals that provide 360-degree views of all interactions. Each party can track exactly where the application is in the process, and they can all communicate directly with each other to resolve issues and answer questions.
Beyond improved tracking and communications, Public Sector Solutions streamlines every step of benefits management – from application and eligibility determination to approval and disbursement. As a benefits manager, it boosts service delivery by simplifying the application process and automating eligibility and benefit calculation. Meanwhile, it unveils holistic insights with comprehensive data analytics that fuel better decisions for your program and the people you serve.
Constituent Solutions
- Single application for all benefits, such as SNAP, TANF, housing, child care, general assistance, etc.
- Intuitive portal to seamlessly upload documents and track application status
- Multi-language interface for broader accessibility and enhanced user experience
- Ability to chat or to communicate with screener
Government Solutions
- Detailed tracking of every step taken from application to disbursement
- 360-degree view of all benefits applied for
- Automatic determination of overall eligibility and sum of benefits
- Automatic notification of eligibility approval to decision makers
- Creation of relationship maps for households
- Create referrals record for partner
- Ability to communicate externally with partners/constituents and internally with staff
- Comprehensive reports and dashboards for holistic data analysis
Referral Partner Solutions
- Automated referral alerts to partners with relevant information
- Portal to accept/reject referrals and manage total referral
- Ability to route referrals to another partner in cases of rejection
- Ability to monitor referral progress and status in real-time, ensuring timely follow-up and intervention
- Notifications for upcoming or overdue tasks, helping partners stay on top of referral follow-ups and constituent needs
- Easy communication with government and constituent
- Reports and dashboards for referral metrics
Value Adds
Constituents: Easier application process, enhanced transparency of status, and seamless communication with the county and providers
Government: Time-saved on eligibility and benefit calculation, complete visibility of entire program lifecycle, and fresh insights to improve service delivery
Referral Partners: Greater agency over referral process, improved engagement with constituents, and new insights to assess impact/track outcomes
Why Choose Provisio to Streamline Your Benefits Management
Provisio is the largest Salesforce consultancy focused solely on human services, and many of us actually come from the public sector. Our deep well of industry knowledge and our Salesforce expertise fuel highly-specialized technology solutions, like those listed in this article, which solve the unique challenges of state and local governments. Contact us today to learn how we can kickstart your innovation journey!
Tom Moran lives in Highland Park, IL and spends much of his summers in Green Lake, WI. Besides content writing for Provisio, he also teaches a broadcast writing course at Columbia College Chicago. Tom loves jam bands and extended guitar solos.