Modernizing Public Assistance: How AI is Reinventing Eligibility Screening 

From Paperwork to Algorithms: AI in Public Benefits Administration

Each year, millions of Americans apply for public assistance—only to be met with confusing forms, duplicate applications, and conflicting program rules. For frontline staff and applicants alike, the process is too often fragmented, inefficient, and frustrating. 

The Problem

Most states manage dozens of benefits programs—from Medicaid and SNAP to TANF and CHIP—each with its own eligibility criteria, systems, and agencies. These programs rarely “talk” to one another. The result? 

  • Residents navigate a maze of applications. 

  • Staff are buried under redundant paperwork. 

  • Eligible families fall through the cracks. 

The Solution – Integrated Eligibility, Powered by AI

At Servos, we’ve developed an AI-based integrated eligibility platform that simplifies this complexity. Instead of treating each benefit as a standalone process, our solution unifies eligibility screening across all programs—through a single, conversational interface. 
 
How It Works 

  • Conversational AI engages applicants in natural language, adapting questions dynamically based on previous answers. 

  • Business rules engine represents program logic—ensuring decisions are accurate and auditable. 

  • Cross-program intelligence helps residents understand how eligibility for one benefit may impact others. 

  • Real-time results direct users to applications or connect them to human assistance when needed. 

What an AI-Powered Eligibility Interview Actually Looks Like 

AI is changing how residents engage with government. Instead of complex forms or agency visits, the screening begins with a conversation. Here’s an anonymized but realistic walkthrough based on 43 of Washington State’s public benefit programs: 
 
🤖 AI Assistant: 
"Welcome! I’m here to assist you with your benefits application. Let’s begin with a few questions." 
 
1. Household Size 
👤 Resident: “4” 
 
2. Gross Monthly Income (Before Taxes) 
👤 Resident: “$3,200” 
 
3. Household Ages 
👤 Resident: “42, 17, 12, 6” 
 
4. Pregnancy Status 
👤 Resident: “Yes” 
 
5. Disability or Age 65+ in Household 
👤 Resident: “No” 
 
6. Housing Situation 
👤 Resident: “Temporary housing” 
 
7. Immigration or Citizenship Status 
👤 Resident: “All undocumented” 
 
🤖 AI: “Thank you for sharing that. Your privacy is respected, and this screening is only to help identify what support may be available.” 
 
8. Assets or Resources 
👤 Resident: “None” 
 
9. Employment Status 
👤 Resident: “No one is currently working” 
 
10. Current Enrollment in Benefits 
👤 Resident: “None” 

AI Assistant’s Response: Tailored, Transparent, and Respectful 

“Thank you for providing all the necessary information. Based on your responses, here’s your customized preliminary screening result...” 
 
✅ Programs You May Be Eligible For 
Health Coverage 
- Apple Health for Pregnant Individuals (Medicaid) 
- Apple Health for Children 
 
Food Assistance 
- WIC (Women, Infants & Children) 
- School Meals Program 
 
Cash Assistance 
- Pregnant Women Assistance (PWA) 
- Consolidated Emergency Assistance Program (CEAP) 
 
Childcare Support 
- Working Connections Child Care (WCCC) 
 
Emergency & Temporary Support 
- State Food Assistance Program (FAP) 
 
❌ Programs Likely Not Eligible At This Time 
- TANF 
- SNAP (federal) 
- Apple Health for Adults (non-pregnant) 
- SSI/SSDI/ABD 
- Section 8 / Public Housing 
 
📊 Programs Not Included in This Summary – and Why 
The AI considered all 43 programs but excluded from display those clearly not applicable: 
- No one 65+ or disabled 
- No Medicare enrollees 
- No refugees or legal permanent residents 
- No reported work income or emergency medical condition 
- Not living in a care facility (CACFP) 
- No SSNs or documented status for tax-linked programs 
 
📃 Next Steps Provided by the AI 
1. Apply via Washington Connection 
2. Call WIC at 1-800-841-1410 or find a local clinic 
3. Gather proof of pregnancy, residency, and ID (even informal) 
Beyond Implementation: The Path Forward

The successful implementation of this digital solution opens doors for other government agencies to consider leveraging the ServiceNow platform. As more taxpayers and staff become familiar with the new system, we anticipate continued improvements in efficiency and effectiveness for tax services across the state.

By adopting this digital approach, the state comptroller has improved its operational capabilities and enhanced its ability to serve taxpayers throughout the state. This update provides a solid foundation for continued innovation in government services and improved taxpayer experiences.

Why It Matters

This is not a chatbot gimmick. It’s a secure, policy-driven eligibility engine that: 

  • Handles 40+ programs in one interview 

  • Adapts based on household composition 

  • Accounts for complex rules, like mixed-status households or conditional programs 

  • Produces results that are transparent, documentable, and actionable 

  • Is driven by a business rules engine, not just a large language model—ensuring accuracy, policy compliance, and trust 

  • Enables no-code updates so agencies can rapidly adjust eligibility logic as policies evolve 
     

Interested in transforming your agency’s eligibility processes? Contact us today to see a live demo or learn how your programs can benefit from AI-powered screening. 




About the Author

Pat Snow serves as Vice President of State and Local Government Strategy at Servos, following his retirement as CTO of the State of South Dakota in June 2024. During his 28-year career in state government, Pat established South Dakota as a national leader in consolidated IT infrastructure and digital service delivery. At Servos, he continues to drive digital transformation in the public sector, helping agencies deliver more efficient and accessible services through the ServiceNow platform.

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Modernizing Taxpayer Services: State Comptroller Implements Unified Digital Solution