SOAR provides an AI‑driven platform that helps caseworkers process SSI/SSDI applications more efficiently through intelligent document analysis, automated eligibility checks, and real‑time guidance. The same platform offers beneficiaries a personalized “Anchor” experience that tracks their benefits journey, delivers financial insights, and supports economic mobility after approval. By combining caseworker tools with beneficiary services, SOAR streamlines the social services workflow while maintaining ethical and compliant AI use.
Funding
Funding not disclosed
Founders
Product
Problem
Social service agencies often face lengthy, error‑prone processes when handling SSI/SSDI disability applications, leading to delays for applicants and high administrative burdens for caseworkers. Beneficiaries also lack clear, personalized guidance to manage their benefits and achieve economic stability after approval.
Solution
SOAR offers an AI‑driven platform that equips caseworkers with the SOAR Co‑Pilot, a tool that automates document analysis, extracts relevant data, and performs eligibility checks in real time, reducing manual effort and improving accuracy. For beneficiaries, the Anchor Platform provides a secure, real‑time journey interface that delivers personalized, compliance‑focused insights and financial‑management recommendations to support economic mobility. Both platforms integrate ethical AI to ensure data privacy and regulatory compliance while delivering actionable guidance throughout the benefits lifecycle.
Target Audience
Primary customers are government and nonprofit social service agencies, including caseworkers who process disability benefits, and the individuals receiving SSI/SSDI assistance who need ongoing financial guidance.
Features
- Intelligent document ingestion with automatic data extraction for SSI/SSDI applications
- Automated eligibility assessment engine that flags qualifying criteria instantly
- Real‑time, step‑by‑step application guidance for caseworkers to reduce processing time
- Secure beneficiary portal offering personalized financial insights and risk‑aversion recommendations
- Continuous journey tracking that updates beneficiaries on benefit status and next steps
- Ethical AI framework ensuring compliance with privacy and regulatory standards