Deep dive

Departments

Six government departments, their challenges, and how agents change the experience for citizens who need their services.

Six departments, one pattern

Each of these departments faces the same structural problem: citizens arrive during difficult moments — bereavement, disability, immigration, financial hardship — and encounter a system that requires them to understand which department does what, which form to fill, and which order things must happen in. The agent removes that burden. It reads the service descriptions each department publishes (identity, eligibility, journey, data sharing) and orchestrates the right services in the right order, across departmental boundaries, in a single conversation.

Scenario summary

Persona MoJ DWP HMRC DfE Home Office DVLA
Sarah Okafor
Bereaved spouse, 58
Online probate as named executor; grant of probate for £645k estate Stop deceased's State Pension; Bereavement Support Payment Inheritance tax before probate; survivor's tax code update
Amina Hassan
New resident, 34
NI number application; UC claim blocked until NI arrives New taxpayer registration In-year school place for Yusuf (age 6) BRP-to-eVisa transition; right-to-work & right-to-rent verification
Marcus Taylor
Prison leaver, 29
Probation compliance — fortnightly reporting, licence conditions UC claim with temporary hostel address; housing register DBS disclosure guidance for spent convictions Expired licence renewal; needs confirmed address
Priya Anand
New mum, 31
UC top-up eligibility; Child Benefit claim Tax-Free Childcare account; 30-hour code for childcare Free school meals for Meera; school registration
James Whitfield
Disabled appellant, 42
PIP tribunal appeal; SEND tribunal if EHCP refused PIP mandatory reconsideration; ESA support group; Motability at risk EHCP application for Owen (ADHD) — week 18 of 20 Medical fitness notification — MS diagnosis
Daniel Obi
Self-employed, 37
Civil money claim for £4,200 unpaid invoice UC eligibility during income dips — minimum income floor MTD compliance; £1,800 tax refund; Self Assessment Van taxation and MOT; business vehicle VED
Zara Begum
First-timer, 18
NI number trace (never received letter at 16) Emergency tax code fix; first PAYE explanation Student finance application — means-tested First adult passport application Provisional licence; driving test; first full licence
01

Ministry of Justice

The Ministry of Justice oversees the courts, tribunals, probate, and probation services. Citizens arrive at their most vulnerable — bereaved, appealing a benefits decision, recovering from prison. The complexity of the justice system often compounds their distress.

Key challenges
  • 76,957 open Crown Court cases — the backlog means citizens wait longer for resolution, increasing anxiety and cost for all parties.
  • 37% fewer legal aid firms since 2013 — citizens who need legal representation increasingly cannot access it, particularly outside London.
  • 199% increase in LPA rejections — form complexity leads to errors. Applications are rejected and resubmitted, adding months.
  • Probate: 12.3 weeks (paper) vs 4.9 weeks (online) — yet 24% of the population is digitally excluded from justice services.
Where agents help
  • Probate automation — guides executors through online probate, pre-fills from death certificate data, and coordinates with HMRC for inheritance tax payment that must happen before probate is granted.
  • Tribunal guidance — 66% of PIP appeals succeed at tribunal, suggesting initial assessments are frequently wrong. The agent helps citizens gather medical evidence and navigate the appeals process.
  • Civil claims access — walks self-employed citizens through civil money claims for unpaid invoices, handling the civil money claims process.
Persona
Sarah Okafor
Bereaved spouse, 58 — probate and estate administration
"My husband died three weeks ago. I don't know what to do."

Sarah is a part-time library assistant in Chelmsford earning £18,500 a year. Her husband David (62) died suddenly of a heart attack three weeks ago. David was the main earner (£52,000) and had recently retired. The estate includes a joint property (~£420,000), a pension (£180,000), an ISA (£45,000) and a car. David's will names Sarah as executor.

The challenge today

Sarah has to register the death, notify DWP to stop David's State Pension, apply for Bereavement Support Payment, contact HMRC about David's tax affairs and her changed tax code, apply for probate through HMCTS, pay inheritance tax to HMRC before probate is granted, and notify pension providers, banks, and utility companies. That is six or more departments and organisations, dozens of forms, and a minimum 12-week wait. Paper probate takes 12.3 weeks versus 4.9 online — but Sarah doesn't know this.

The agent solution

Sarah tells the agent: “My husband died three weeks ago. I don't know what to do.” The agent identifies all relevant services across MoJ, DWP, and HMRC. It checks David's estate details, confirms Sarah is named executor, explains probate step by step, files the online application (4.9 weeks vs 12.3), coordinates inheritance tax payment that must happen before probate, applies for Bereavement Support Payment, and updates her tax code. One conversation, every department handled.

Sources

02

Department for Work and Pensions

DWP pays £268.5 billion in benefits annually to 7.3 million Universal Credit claimants. It has the highest volume of citizen interactions in government — and some of the deepest cross-departmental dependencies.

Key challenges
  • 5.3 million calls abandoned in 2023–24 — citizens give up trying to reach DWP by phone. Each abandoned call represents a person who needed help and didn't get it.
  • 66% of PIP appeals succeed at tribunal — two-thirds of appealed decisions are overturned, suggesting widespread issues with initial assessments. 392,000 reviews are backlogged.
  • 26-minute average ESA call wait — only 50% of ESA calls are answered. Citizens with disabilities wait longest for the service designed to support them.
  • £9.5 billion in benefit overpayments — 3.3% of total benefit spend, creating recovery burdens for citizens and administrative costs for the department.
Where agents help
  • Eliminate abandoned calls — an agent is always available, never puts citizens on hold, and handles the complexity that drives most calls.
  • Dependency chain sequencing — many DWP services have prerequisites across departments. The agent sequences NI number → UC application → housing element automatically.
  • Proactive entitlement surfacing — citizens don't know what they're entitled to. The agent identifies missed benefits before they have to ask.
  • Pre-filled claims — citizens provide information once. The agent reuses it across applications, reducing errors that drive overpayments.
Personas
Sarah Okafor
Bereaved spouse, 58 — Bereavement Support Payment and State Pension
"My husband died three weeks ago. I don't know what to do."

Sarah's husband David died three weeks ago. She needs DWP to stop David's State Pension and apply for Bereavement Support Payment (£3,500 lump sum plus 18 monthly payments of £350).

The challenge today

Sarah must notify DWP separately to stop David's pension, research Bereavement Support Payment eligibility (different from the old Bereavement Allowance), find the BSP application form, provide marriage certificate, death certificate, and NI numbers for both — then wait for processing while managing a sudden income drop.

The agent solution

The agent identifies DWP bereavement services from Sarah's situation, stops David's State Pension and applies for BSP in one flow, uses death certificate data already provided for MoJ probate, and flags the income impact to check for additional support.

James Whitfield
Disabled appellant, 42 — PIP appeal and ESA
"My PIP was turned down and my son's EHCP is stuck."

James lives in Rotherham with his wife Claire and son Owen (8). He has relapsing-remitting multiple sclerosis, diagnosed in 2019. He is a former warehouse supervisor now on ESA (support group). His PIP application for enhanced mobility was scored at 4 points (needs 8). Claire works part-time earning £12,800 a year. Owen has ADHD and is waiting for an EHCP decision.

The challenge today

James must request mandatory reconsideration within one month — phone line average wait is 26 minutes. If reconsideration fails, he must file a tribunal appeal through MoJ, a different system entirely. His Motability car is at risk during the entire process. He also needs to notify DVLA about his MS diagnosis (failure is a £1,000 fine and invalidates insurance). He is doing all this during an MS relapse.

The agent solution

The agent files mandatory reconsideration immediately, reviews the PIP assessment against descriptors, gathers medical evidence, confirms ESA support group is unaffected, explains Motability rules, and if reconsideration fails, transitions seamlessly to tribunal appeal through MoJ. Every interaction documented, every deadline flagged.

Marcus Taylor
Prison leaver, 29 — Universal Credit and housing
"I've just been released from prison and I need to sort everything out."

Marcus was released from HMP Leeds six weeks ago after 18 months for drug supply (non-violent). He is in approved premises in Huddersfield, reports fortnightly to a probation officer at 100%+ caseload, and has six weeks before his approved premises time runs out. He has a daughter Chloe (4) with his ex-partner. No savings, no bank account, driving licence expired.

The challenge today

Marcus needs to sign on for UC (temporary hostel address complicates claims), find employment (needs DBS check revealing his record), renew his driving licence (needs a confirmed address), find permanent housing before the 6-week deadline, and maintain probation compliance. The prison had one DWP Work Coach for the entire facility. Nobody coordinates across departments.

The agent solution

The agent accepts his temporary address for the UC claim, guides bank account opening in parallel, submits the housing register application with the 6-week deadline flagged, coordinates UC work search requirements with probation reporting, and creates a single timeline across housing, benefits, and employment.

Bereavement: a case study in cross-department orchestration

When Sarah says “My husband died three weeks ago. I don't know what to do”, the agent identifies a life event that triggers six services across four departments. This is the defining example of why agents matter: not because any single service is hard, but because the sequencing, data sharing, and coordination across departments is impossible for a grieving citizen to manage alone.

The six-service sequence
Step 1
General Register Office

Register death

Legal registration within 5 days. Unlocks everything else.

Step 2
General Register Office

Death certificate

Official certificate posted to Sarah's address.

Step 3
DWP

Tell Us Once

Notify HMRC, DWP, DVLA, Passport Office, council, electoral register in one go.

Step 4
DWP

Bereavement Support Payment

£3,500 lump sum plus 18 monthly payments of £350.

Step 5
HM Courts and Tribunals Service

Probate

Grant of probate as named executor of David's will.

Step 6
HMRC

Inheritance tax return

IHT400 filed. Estate £645k is below threshold — no tax due.

Field deduplication

Each service defines its own field names for the same data. The field merger maps all variants to canonical fields — the agent asks once, fans out to all services.

87
Raw service fields across 6 services
20
Canonical fields after deduplication

Without deduplication, Sarah would answer 87 separate questions across 6 services — many asking for the same information in slightly different ways. With the field merger, she confirms 20 pieces of information, and of those, 13 are already in her wallet. She only needs to provide 7 new pieces of data.

Data minimisation by source

Of the 20 canonical fields:

  • 8 fields are already in Sarah's wallet (name, date of birth, NI number, address, contact details, deceased's name, date of birth, date of death) — pre-loaded from One Login, HMRC, and GRO.
  • 5 fields are held by other departments (deceased's NI number from HMRC, pension details from DWP, cause of death and doctor details from NHS, death registration reference from GRO) — retrieved automatically, Sarah doesn't provide them.
  • 7 fields only Sarah can provide: relationship to deceased, whether she is the named executor, estate value breakdown, whether David had a will, bank details for BSP payment, and whether she wants to be the probate applicant.

This is the practical meaning of service descriptions: when each department publishes what data it needs and what data it holds, the agent can deduplicate, source from existing records, and ask the citizen only for what is genuinely new.

Sources

03

HM Revenue and Customs

HMRC collects £875.9 billion in revenue at 0.5p per pound. Its transformation challenge is clear: 76% of its 37 million annual calls are avoidable — 28 million unnecessary phone calls per year.

Key challenges
  • 76% of 37m calls are avoidable — ~28 million unnecessary calls per year. Citizens call because they can't find answers or don't understand what they've been told.
  • 475,000 file Self Assessment on deadline day — deadline-day spikes overwhelm systems and staff.
  • 5.6m taxpayers overpaid £3.5bn via PAYE errors — wrong tax codes, incorrect starter checklists, and missing P45s cause millions to pay the wrong amount.
  • Making Tax Digital from April 2026 — 4.2m sole traders with income above £50k must file quarterly digital records. Most don't know yet.
Where agents help
  • Eliminate avoidable calls — an agent answers tax code queries, explains Self Assessment, and guides MTD setup — the top reasons people call.
  • Proactive tax code correction — 5.6m people are on the wrong tax code. The agent identifies errors proactively and files the correction before the citizen knows there's a problem.
  • MTD onboarding at scale — guides 4.2m sole traders through Making Tax Digital: choosing software, connecting accounts, understanding quarterly reporting.
  • Surface hidden entitlements — Tax-Free Childcare saves families up to £2,000 a year, but many don't know it exists. The agent identifies eligibility and sets up accounts automatically.
Personas
Daniel Obi
Self-employed plumber, 37 — MTD, Self Assessment, and tax refund
"I'm self-employed and I'm confused about my tax and I've got a client who won't pay."

Daniel is a sole-trader plumber in Birmingham, 8 years in business. Turnover £58,000, net profit ~£36,000. He keeps his books on a spreadsheet and files Self Assessment on deadline day. He overpaid £1,800 in tax last year due to a code error, has a client who owes him £4,200 for three months, and has no idea Making Tax Digital applies to him from April 2026.

The challenge today

Daniel faces MTD compliance he doesn't know about, a stuck tax refund (5–6 weeks at peak), a £4,200 unpaid invoice he'd need civil money claims for (MoJ), and he didn't know he could have claimed UC during his winter income dip (DWP). When he calls HMRC, he waits 13.5 minutes on average — 76% of calls are avoidable.

The agent solution

The agent flags the MTD deadline, recommends compatible software, chases the £1,800 refund status, walks through civil money claims for the £4,200 debt (MoJ), proactively flags UC eligibility during future income dips (DWP), and checks his van's VED status (DVLA). It also offers to pre-fill Self Assessment from digital records once MTD is set up.

Sarah Okafor
Bereaved spouse, 58 — inheritance tax and tax code
"My husband died three weeks ago. I don't know what to do."

Sarah needs HMRC to calculate inheritance tax on David's £645,000 estate, settle his final tax affairs, and update her own tax code from married to single. IHT must be paid before probate is granted by MoJ — a critical cross-department dependency.

The challenge today

Sarah must calculate inheritance tax across property, pension, and ISA. She needs to coordinate IHT payment timing with probate (MoJ), update her own tax code, and settle David's partial-year return. Each requires a different HMRC helpline.

The agent solution

The agent calculates IHT using estate details already gathered for probate, identifies nil-rate band and transferable allowance, coordinates payment timing with the probate application, updates Sarah's tax code, and handles David's final return — all in one conversation.

Sources

04

Department for Education

DfE services are uniquely cross-departmental. Free school meals depend on DWP benefit data. Tax-Free Childcare runs through HMRC. EHCPs need NHS assessments. The data-sharing barriers between departments hit DfE hardest: 2.1 million children are eligible for free school meals and 638,700 have EHCPs.

Key challenges
  • Only 46.4% of EHCPs meet the 20-week deadline — more than half breach the statutory timeline. 24,000 families went to SEND tribunal in 2024–25, up 55% in a single year.
  • Fewer than half of local authorities report having sufficient childcare places for under-2s — the September 2025 expansion needs 84,500 more places. Supply hasn't kept up.
  • FSM eligibility requires separate proof — free school meals depend on DWP benefit status, but DfE and DWP systems don't share data. Parents must prove eligibility separately.
Where agents help
  • EHCP deadline tracking — monitors the 20-week statutory deadline, chases missing assessments, drafts formal complaints if breached, and prepares SEND tribunal paperwork if needed.
  • Bridge the DWP-DfE data gap — uses the citizen's UC status (already confirmed with DWP) to verify free school meals eligibility automatically.
  • Student finance coordination — requires parental income evidence from HMRC. The agent coordinates cross-department data sharing in a single flow.
Persona
Priya Anand
New mum, 31 — childcare, free school meals, and school registration
"I've got a baby and a 4-year-old starting school, and I'm struggling with money."

Priya lives in Slough with her partner Dev (33). They have Arjun (9 months) and Meera (4, starting school in September). Priya is a part-time teaching assistant earning £14,200. Dev is a delivery driver earning £24,500. Combined income: £38,700. They pay £800 a month for Arjun's nursery and have never heard of Tax-Free Childcare.

The challenge today

Priya needs to check UC top-up eligibility (DWP), apply for Tax-Free Childcare (HMRC — saves up to £2,000 a year but she's never heard of it), check 30-hour free childcare for Arjun (DfE, requires HMRC confirmation), apply for free school meals for Meera (DfE, depends on UC status), and register Meera for school. Each entitlement has different eligibility rules across different departments. She doesn't know what she's entitled to.

The agent solution

Priya tells the agent: “I've got a baby and a 4-year-old starting school, and I'm struggling with money.” The agent runs eligibility checks across three departments simultaneously: UC top-up (DWP), Tax-Free Childcare (HMRC), 30-hour free childcare for Arjun (DfE), free school meals for Meera. It finds she's entitled to approximately £5,000 a year in support she's not claiming. One conversation, three departments, every entitlement surfaced proactively.

Sources

05

Home Office

The Home Office is in the middle of its biggest digital transformation: the eVisa transition. Every physical immigration document is being replaced with a digital record. The £27.8 billion department handles immigration, passports, DBS checks, and settled status — and the cross-departmental friction is where agents add the most value.

Key challenges
  • 8.78 million EU Settlement Scheme applications — all must transition to eVisa. Many people don't know they need to act.
  • 78,745 asylum cases pending initial decision as of March 2025 — when decisions are finally made, citizens face a cascade of DWP, HMRC, and DfE interactions.
  • eVisa transition live from February 2026 — all new visas are digital-only. Existing physical documents must be linked to online accounts.
  • 7.27 million DBS certificates issued — citizens and employers struggle to understand which roles require which level of check.
Where agents help
  • eVisa transition guidance — guides millions through setting up UKVI accounts, linking settled status, and understanding what changes.
  • Right-to-work share codes — generates share codes without citizens navigating the UKVI system. Employers get instant verification.
  • Post-asylum coordination — when asylum decisions are made, the agent coordinates the cascade: NI number (DWP), bank account, UC claim, school places (DfE), eVisa setup.
Persona
Amina Hassan
New resident, 34 — right to remain, eVisa, and building a life in the UK
"I've just got the right to stay in the UK. What do I need to do to get set up?"

Amina is originally from Sudan, granted the right to remain in January 2025. She lives in dispersal accommodation in Bradford with her son Yusuf (6). She has intermediate English, a pharmacy degree from the University of Khartoum, a Biometric Residence Permit migrating to eVisa in 2026, no driving licence, no UK bank account, and £49.18 a week in asylum support. She has no NI number.

The challenge today

Amina has the right to live and work in the UK, but the real journey is just starting. She needs an NI number (DWP — 6+ week wait), a bank account (needs proof of address and right to work), Universal Credit (requires NI number she doesn't have), her digital status set up (BRP migrating to eVisa), a GP, a school place for Yusuf, and recognition of her pharmacy degree. Each step depends on the previous one — without an NI number she can't claim UC, without a bank account she can't receive it. A dependency chain across three departments.

The agent solution

Amina tells the agent: “I've just got the right to stay in the UK. What do I need to do to get set up?” The agent maps the dependency chain: NI number application first (DWP), bank account guidance in parallel, UC application queued for when NI arrives, eVisa transition explained with her BRP details, school place application for Yusuf (DfE), GP registration by postcode. The agent handles the sequencing — what can happen now, what's blocked, what to expect.

Sources

06

Driver and Vehicle Licensing Agency

DVLA handles some of the most routine government transactions — licence renewals, vehicle tax, MOT reminders. But for citizens with complex circumstances (medical conditions, criminal records, foreign licences), these simple transactions become fraught with anxiety and administrative burden.

Key challenges
  • Complex EU and international licence exchange rules — EU nationals with foreign licences face varying exchange requirements depending on issuing country, licence category, and residency status. The process is poorly signposted.
  • £1,000 fine for undisclosed medical conditions — citizens with conditions like MS, epilepsy, or diabetes must notify DVLA. Failure invalidates insurance, but the process is poorly understood.
  • 4–5 month average driving test wait — learner drivers face long waits, particularly in urban areas.
Where agents help
  • Sensitive medical disclosure — handles DVLA medical notifications with care, explains the legal obligation and what outcomes to expect. Removes fear from a process citizens often avoid.
  • EU licence exchange — walks EU nationals through the process and coordinates with Home Office settled status verification.
  • Address-dependent renewals — for citizens without a stable address (prison leavers, newly housed), sequences the renewal so it happens as soon as address is confirmed.
  • Vehicle tax guidance — confirms the correct VED class for business vehicles and handles renewals.
Personas
Various citizens
DVLA surfaces wherever life events intersect with driving

DVLA appears in nearly every persona's journey. Marcus Taylor needs his expired licence renewed but can't until he has a confirmed address. James Whitfield must disclose his MS diagnosis or face a £1,000 fine. Daniel Obi's van VED needs renewing in the correct business class. Tomasz Nowak must exchange his Polish driving licence under current exchange rules.

The challenge today

Each of these is a separate DVLA interaction, disconnected from the citizen's wider situation. Marcus can't renew without an address (DWP housing). James fears losing his licence during his PIP appeal (DWP/MoJ). Daniel doesn't know if his van is in the right VED class while also wrestling with MTD (HMRC). Tomasz needs to coordinate his licence exchange with his eVisa setup (Home Office). None of these are hard in isolation — but they are hard when piled on top of everything else.

The agent solution

The agent handles DVLA interactions as part of the broader life event, not as standalone transactions. Marcus's licence renewal is queued behind his housing application. James's medical disclosure is explained calmly alongside his PIP appeal. Daniel's VED renewal happens in the same conversation as his HMRC setup. The agent makes routine transactions invisible by weaving them into the citizen's larger journey.

Sources