Introducing the
Benefit Navigator
A one-stop-shop tool, created by case managers, for case workers and their clients to navigate public benefits and tax credits, forecast benefit cliffs, and provide trusted information to fuel economic mobility.
Bree, Case Manager & Benefit Navigator User, Covenant House
Simplifying the Complexity of Benefits
and Tax Credits
Address fears, illuminate benefit cliffs, and connect your clients with significant sources of cash and cash equivalents.
Features include:
We provide precise results that factor in immigration status for all members of the household.
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Benefit Navigator Assesses Eligibility For:
Tax Credits
Earned Income Tax Credit*
Foster Youth Tax Credit**
Young Child Tax Credit**
Renter's Credit**
Child Tax Credit and Additional Child Tax Credit*
Child and Dependent Care Tax Credit (CDCTC)*
*Federal and State where applicable
**State where applicable
Mainstream Public Benefits
Childcare Subsidies
General Relief
Section 8
Medicaid
WIC (Women, Infants, and Children)
SSI (Supplemental Security Income)
SNAP(Supplemental Nutrition Assistance Program)
TANF (Temporary Assistance for Needy Families)
Utilities Subsidies
Affordable Care Act Healthcare Programs
Mainstream Public Benefits
General Relief
Medicaid
SSI (Supplemental Security Income)
TANF (Temporary Assistance for Needy Families)
Affordable Care Act Healthcare Programs
Childcare Subsidies
Section 8
WIC (Women, Infants, and Children)
SNAP(Supplemental Nutrition Assistance Program)
Utilities Subsidies
Tax Credits
Earned Income Tax Credit*
Young Child Tax Credit**
Child Tax Credit and Additional Child Tax Credit*
*Federal and State where applicable
**State where applicable
Foster Youth Tax Credit**
Renter's Credit**
Child and Dependent Care Tax Credit (CDCTC)*
The Benefit Navigator assesses eligibility for:
Mainstream Public Benefits
General Relief
Medicaid
SSI (Supplemental Security Income)
TANF (Temporary Assistance for Needy Families)
Affordable Care Act Healthcare Programs
Childcare Subsidies
Section 8
WIC (Women, Infants, and Children)
SNAP (Supplemental Nutrition Assistance Program)
Utilities Subsidies
General Relief
Medicaid
SSI (Supplemental Security Income)
TANF (Temporary Assistance for Needy Families)
Affordable Care Act Healthcare Programs
Childcare Subsidies
Section 8
WIC (Women, Infants, and Children)
SNAP (Supplemental Nutrition Assistance Program)
Utilities Subsidies
*Federal and State where applicable
**State where applicable
Tax Credits
Earned Income Tax Credit*
Young Child Tax Credit**
Child Tax Credit and Additional Child Tax Credit**
Foster Youth Tax Credit**
Renter's Credit**
Child and Dependent Care Tax Credit (CDCTC)*
Earned Income Tax Credit*
Young Child Tax Credit**
Child Tax Credit and Additional Child Tax Credit**
Foster Youth Tax Credit**
Renter's Credit**
Child and Dependent Care Tax Credit (CDCTC)*
Real-World Data, for Real-World Impact
Robust pilots with third party evaluation have shown:
The Navigator reduces staff administrative burden and provides valuable training, and proactive services to help staff work effectively, build client trust and reduce burnout.
75% of user clients identify additional benefits and 44% additional tax credits – together, an average of 54% and $10,000+ annually per household.
Increased earned income! – During the Initial Pilot, because of the Scenario Planner transparency, 43% of Navigator user clients increased their income by an average of 24% (as compared to 16% average decrease in the non-user control group over the same time period). They could see that working more and increasing their income would not create a “benefit cliff.”
Results That Matter
Our pilot results confirm what case workers and families told us from the beginning: the Benefit Navigator is game-changing. By simplifying the complex and providing trusted, transparent information, it increases access to benefits, reduces fear surrounding earning more income, and strengthens both family economic mobility and the caseworker’s ability to serve.
60 Agencies
400+ users
17,000+ clients
$184M+
in new benefits & tax credits identified
$10.5K
average additional value per household
75%
of clients identified new benefits
43%
of clients identified new tax credits
25%
increase in earned income (vs. 16% decrease for control group)
Human-Centered
Design and Services
We are proud to work with lived experience experts – both team members and advisors - who infuse humility, compassion, and active listening into our human-centered design and customer service. The Benefit Navigator prioritizes usability and providing trusted actionable information above all else.
Luisa, Case Manager & Benefit Navigator User,
El Centro de Ayuda
Data & insights at your fingertips!
DASHBOARD
Overview Dashboard gives a quick snapshot of Benefit Navigator use and impact.
SUMMARY
Summary Dashboards show the total amount of each benefit and tax credit that has been identified over a time period. Filter views can be selected for agency, program, case worker and client.
POTENTIAL BENEFITS AND TAX CREDITS
For each benefit and tax credit the dashboard shows the number of clients and their amounts - great for targeting efforts around specific benefits or filing taxes.
WHICH CLIENTS NEED WHAT?
Quickly identify which clients and their case worker are eligible to apply for specific benefits. (Exportable as an Excel file).
MONITOR CASE WORKER ACTIVITY
See how many eligibility intakes your case managers are conducting and which case managers have the clients with the most untapped benefits.
Access to Trusted Up-to-Date Benefit Information and Customer Service
Benefit Navigator’s Customer Support Team is made up of experienced case managers and social services professionals who deeply understand the public benefit and tax credits world.
We guarantee up-to-date information thanks to our partnership with PolicyEngine, a highly vetted policy rules database that updates real time as policies change, and we proactively notify you of upcoming policy changes.
We’ve worked with subject matter experts to create a Benefit Navigator Learning Library where you can learn more about navigating benefits and tax credits on demand.
*LA County Benefits
The Benefit Navigator assesses eligibility for:
Tax Credits
Earned Income Tax Credit*
Young Child Tax Credit**
Child Tax Credit and Additional Child Tax Credit*
Foster Youth Tax Credit**
Renter's Credit**
Child and Dependent Care Tax Credit (CDCTC)*
*Federal and State where applicable
**State where applicable
Mainstream Public Benefits
General Relief
Medicaid
SSI (Supplemental Security Income)
TANF (Temporary Assistance for Needy Families)
Affordable Care Act Healthcare Programs
Childcare Subsidies
Section 8
WIC (Women, Infants, and Children)
SNAP(Supplemental Nutrition Assistance Program)
Utilities Subsidies
Real-world data, for real-world impact.
Our goal is to increase the effectiveness of economic short-term aid and long-term mobility.
54%
of users identified additional benefits & tax credits for their clients
43%
of users found that their clients’ earned income increased
24%
potential income increases (on average)
Results from initial Pilot: March 2023 - Oct 2023
Human-Centered
Design and Service
We are proud to work with Lived Experience Advisors who infuse humility, compassion, and usability into our human-centered design. Clear, capable, and to the point, Amplifi prioritizes practicality and real-world application above all else.
Real-world data, for real-world impact.
Our goal is to increase the effectiveness of economic short-term aid and long-term mobility.
54%
of users identified additional benefits & tax credits for their clients
43%
of users found that their clients’ earned income increased
24%
potential income increases (on average)
I use [The Benefit] Navigator during intake so I can provide info on how to increase income or get benefits. I also use it when a client has benefits so they know what it will look like when they start working.”
- Krystal, Family Case Manager, HOPICS
After using the Navigator, the client decided
they would accept a job offer which paid
more than their current job as it would
decrease their TANF slightly, but their overall
income would increase. With the tool, the
client confidently made this decision.
-Case Manager, Watts Labor Community Action Center
I use [The Benefit] Navigator during intake so I can provide info on how to increase income or get benefits. I also use it when a client has benefits so they know what it will look like when they start working.”
- Krystal, Family Case Manager, HOPICS
My client didn’t know he could qualify for CalFresh, seeing he was likely eligible in [The Benefit] Navigator was very exciting – we printed out his info, referred him to his Case Manager and they assisted him with applying.”
-Connie, Clinical Supervisor, Pacific Clinics
I use [The Benefit] Navigator during intake so I can provide info on how to increase income or get benefits. I also use it when a client has benefits so they know what it will look like when they start working.”
- Krystal, Family Case Manager, HOPICS
My client didn’t know he could qualify for CalFresh, seeing he was likely eligible in [The Benefit] Navigator was very exciting – we printed out his info, referred him to his Case Manager and they assisted him with applying.”
-Connie, Clinical Supervisor, Pacific Clinics
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