AI for SSDI Lead Qualification.

SSDI is a "grind" vertical. Most connects don't qualify—they're working too much, they're too young, or they already have a lawyer. For every 100 calls, your floor might only find 6 that are worth a transfer.

If you're paying human screeners to find those 6 billable calls, you're paying a massive "floor tax" on the 94 that don't qualify. Screeners get bored, they miss questions, and they let junk through just to meet their transfer quota.

Klariqo's automated pre-qual layer handles the 80-second intake for every single connect, delivering only pre-screened, high-intent SSDI leads to your closers.

The AI manages the complex intake questions required for SSDI qualification, ensuring your closers only talk to people with a real shot at a billable claim.

Employment & Income:

• Verifies if the caller is currently working.
• Checks if their monthly income is below the SGA (Substantial Gainful Activity) threshold.
• Confirms they have worked and paid into Social Security (recent work history).

Medical & Duration:

• Confirms the caller has a medical condition preventing them from working.
• Verifies the condition has lasted or is expected to last at least 12 months.

Legal Eligibility:

• Confirms the caller is not currently represented by a disability attorney or advocate.
• Verifies the age (typically 18–64).

Transfer Readiness:

• Ensures the caller is ready to speak with a disability advocate now.

Klariqo plugs directly into your VICIdial, , or SIP dialer as a remote extension. No complex API integration or new trunks required.

1. Register the Extension: We provide a SIP address. Your admin adds it to your dialer like any other remote agent.
2. Configure Your Script: We tune the AI to follow your exact qualification rules and income thresholds.
3. Automate the Filter: Answered calls route to the AI extension first. Only qualified claimants get warm-transferred to your closers.

Our current SSDI clients (like Loop Marketers) are seeing 15+ qualified transfers per day at a steady 6% rate. Here is what that looks like on the balance sheet:

Human rates include wages, dialer licenses, and management overhead.

By detecting answering machines in 4 seconds and instantly handling DNC requests, you protect your warmed numbers and ensure your closers are 100% utilized on billable transfers.

SSDI intake requires sensitivity and strict adherence to data privacy rules.

• Non-Legal Intake: The AI acts as a pre-screener, not an advocate. It never promises benefits or provides legal advice.
• Data Protection: All calls are recorded and transcribed with full audit trails available for buyer verification.
• TCPA & FCC: Full consent documentation and sub-500ms response times for a professional first impression.
• Disability Sensitivity: Our AI is trained to handle conversations with individuals with disabilities empathetically and clearly.

Read our full guide: AI for SSDI Lead Qualification.

Disability Law Firms & Advocates: Deliver only the most qualified, pre-screened claimants to your senior advocates. Stop wasting their time on non-eligible leads.

Pay-Per-Call Publishers: Eliminate chargebacks from buyers who received unqualified transfers. Deliver 100% billable calls and scale your campaigns.

BPO Operators: Handle the high-volume "grind" of SSDI campaigns without the turnover and burnout associated with human screening.