Intake script and representation boundaries
Document the rules your receiving team uses, including any exclusions and required permissions.
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LEGAL & FINANCIAL · SSDI LEADS & TRANSFERS
Connect your intake team with disability inquiries.
Scope screening and transfer support for disability-benefit inquiry campaigns using your approved intake criteria.
For disability intake teams and service organizations.
BUYER-DEFINED REQUIREMENTS✦AGREED COMMERCIAL TERMS✦REVIEWED BEFORE LAUNCH
A BETTER BRIEF, A BETTER START
Align the details
before delivery begins.
Use BITS as the starting point for a managed engagement. Service availability, provider fit and campaign capacity are confirmed through review.
Required fields and consent evidence
Agree the workflow, evidence and ownership so both teams know what a successful handoff means.
Accepted inquiry and rejection definitions
Set acceptance, reconciliation and reporting expectations in writing before delivery.
YOUR CAMPAIGN, YOUR CRITERIA
Let’s define a useful first brief.
Tell us what you need. Continue to the buyer application to add your company and contact details, then submit everything together for review.
- 01 Choose your delivery model
- 02 Describe the requirement
- 03 Submit your buyer application
This step prepares your brief. Nothing is submitted until you complete the application.
GOOD TO KNOW
Set expectations early.
What are the rates and available capacity?
These are quoted after BITS reviews your market, service scope, delivery requirements and current availability. No rate, volume or outcome is guaranteed by this page.
How is the campaign approved?
Submit the buyer application. BITS reviews your business and requirements, then confirms the scope and commercial terms before any pilot. Regulated activities require appropriate buyer and provider credentials.
What about consent, scripts and data handling?
For lead and call campaigns, agree permitted sources, contact permissions, approved scripts, evidence and rejection rules before launch. For outsourcing, agree confidentiality, system access and data-handling responsibilities. Do not submit customer records in this initial brief.
Can my agency apply?
Yes. Use the agency application for a separate agency dashboard and permissions.