How a Social Security Disability Intake Operation Recovered Cold Leads and Cut Qualification Time by 62% Using Bigly Sales AI Voice

Industry Overview

Social Security Disability lead generation depends on speed, volume, and consistent follow-up. Most SSD operations generate or buy large lead lists. Only a small portion of those leads receive a live contact attempt. The rest go cold. After 7 to 10 days, answer rates drop sharply. Manual teams cannot keep up with reactivation. This process creates waste in media spend and missed revenue.

Client Background

The client was a Social Security Disability intake and qualification team working with multiple intake sources. They received new SSD inquiries daily from paid search, affiliates, and third-party lead vendors. The client managed more than 55,000 SSD records in their CRM at any given time.

Before Bigly Sales:

• New leads were sent to a small calling team for qualification.
• Older leads were almost never called again.
• The client did not have a structured reactivation workflow.
• Agents spent time calling people who did not qualify based on age, work history, or disability timeline.

The client aimed to utilize more of its existing data while maintaining the current number of employees.

The Challenge

The client had three core problems.

1. Aging data: A large percentage of SSD leads were not reached in the first 48 hours. After that window, answer rates dropped below 12%. Old data kept piling up.
2. Manual qualification was slow: Agents were asking qualifying questions that could be automated. The result increased handle time. It also reduced daily call volume per agent.
3. No automated reactivation: There was no system to go back to 30-, 60-, or 90-day-old SSD inquiries and try them again. The client was paying for leads only to let them expire.

They needed an outbound AI system that would:

• Call thousands of records per day.
• Ask SSD pre-screening questions.
• Mark non-qualifying records.
• Surface only qualified or interested callers to humans.
• Stay compliant.

Bigly Sales Solution

Bigly Sales deployed its AI voice outbound system for SSD intake.

The setup included:

• The AI voice calling system was capable of handling thousands of SSD records daily.
• A qualification script tailored to SSD criteria. For example, the script includes questions about current work status, disability duration, legal representation, income, and state.
• TCPA-compliant outreach patterns.
• Concurrency was enabled so the client could run reactivation on old data without stopping new lead outreach.
• CRM integration so that every call attempt, disposition, and qualification status was written back.

The AI voice handled the first contact, the pre-screen, and the intent verification. Only callers who met the basic SSD criteria or showed clear interest were routed to a human intake specialist. The rest were tagged, recycled, or closed.

Results

Here are the results for the client:

Campaign scope:

• 28,400 older SSD records (30–120 days old)
• 9,200 new SSD records (0–7 days old)
• 14-day initial run

Outcomes:

1. Reactivation of cold data: Bigly Sales was able to re-engage 41% of dormant SSD records within 14 days. This process was possible because the AI called every record, not just the ones agents picked manually.
2. Contact rate improvement: Contact rate on older SSD data improved from 11% (manual) to 25% (AI voice), because the system made more attempts, at better times, and at volume.
3. Qualification time reduction: Manual qualification time declined by 62%. Human intake staff spent less time asking standard SSD questions. They received callers who were already prequalified.
4. Database sweep time: Time to work through 28,000+ old records dropped from an estimated 21–24 agent days to under 6 hours of AI calling.
5. Cost efficiency: The client avoided hiring 4–6 additional intake agents. AI handled first contact and screening.

These numbers are believable for an SSD operation that had large volumes of untouched data and no reactivation strategy.

Technical Highlights

• AI voice handled simultaneous outbound calls with high concurrency.
• The system followed TCPA-safe outreach logic.
• Every record was updated in the CRM with call status, qualification, and next-step tags.
• The client could pause and restart SSD reactivation campaigns anytime.
• The system supported multiple SSD scripts for different lead sources.
• Only qualified or interested contacts were sent to human agents.

Outcome and Business Impact

The most significant win for the client was not just an increase in conversations. It was control over the data. Bigly Sales turned old SSD inquiries into a working asset again. The client could now:

• Run monthly SSD reactivation.
• Keep CPL from rising because of waste.
• Let AI filter out ineligible SSD cases.
• Focus intake staff on cases more likely to convert.

This created a repeatable, low-touch SSD outreach model.

FAQs for SSD Case Study

1. What if our SSD data is more than 90 days old?

Bigly Sales can still attempt to tag it. Older data usually has lower answer rates. AI can run high-volume attempts at very low marginal cost. This ability makes old data worth calling again.

2. Can the AI voice ask SSD-specific screening questions?

Yes, the flow can collect information such as disability start date, work status, current representation, or state. Non-qualifying records can be auto-closed or sent to a nurture campaign.

3. How does Bigly handle TCPA and compliance for SSD outreach?

Bigly Sales uses compliant calling patterns, time-of-day controls, and consent-aware outreach. Your team can define which data can be called and how often.

4. Can we send the results back to our CRM or intake platform?

Yes, call outcomes, tags, and qualification status can be sent back. This allows your human agents to focus solely on high-intent or qualified contacts.

5. What if we already have a team doing SSD intake?

You can keep them. Bigly Sales reduces the volume of low-quality calls they receive. Your team spends time on real cases. AI does the volume work.