Evidence of insurability (EOI) automation
Save time, improve your employee experience and speed up time-to-coverage with a completely automated EOI integration
PlanSource allows you to define the specific rules for when an Evidence of Insurability process is required for each benefit plan. Evidence of Insurability can be required for new elections over the Guaranteed Issue amount, for changes to existing benefits greater than a certain amount, or both. When the system detects that an EOI is required, employees are notified within the shopping process. They can clearly see the coverage amount and paycheck deduction that is approved, and the additional coverage amount and paycheck deduction that is pending approval.
A Completely Paperless EOI Process
Streamlined Completion
Single Sign-on to carrier forms lets employees complete EOI questions online within the shopping experience.
Automatic Submission
EOI forms automatically send to the carrier, so you can say goodbye to printing and chasing down paper forms.
Reduced Wait Time
Our EOI integration provides faster turnaround time (sometimes immediately) so employees have coverage sooner.
• some restrictions apply
Automated for HR Teams
EOI decisions from the carrier are automatically sent back to PlanSource and we’ll notify HR and employees in real time.
Automatic Submission
EOI decisions and data sync over to PlanSource in real time, including approval status, coverage amounts and start dates.
Full Visibility
Monitor and audit all of your automated EOI processing with easy-to-use administrator task checklists, reports and dashboards.
• some restrictions apply
See EOI In Action
