Welfare and Debt Advisers play a vital role in helping vulnerable customers maximise their income, reduce essential expenses, and build financial resilience. Yet income maximisation is complex. Advisers must navigate a wide range of benefits and grants, assess customers’ personal and financial circumstances, and speak with organisations on their behalf.

Our system supports advisers at every level—from junior to expert—by helping them record customers’ details and quickly assess their eligibility for national benefits, social tariffs, and local hardship grants. With our Case Management System, advisers can focus on understanding customers’ situations and guiding them through claim processes. This allows them to provide clear advice and help more people secure the benefits they’re entitled to.