Evidence of insurability (EOI) automation

Save time, improve your employee experience and speed up time-to-coverage with a completely automated EOI integration

Prior to having the EOI integration in place I was chasing down employees for 3 months trying to get the forms completed. This year, all forms were completed right away during the shopping experience! It’s amazing!
Courtney Pilla
Account Manager, AccessHR
When is an EOI Required?

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

Employees can access, complete and submit EOI questions right from the benefits shopping experience on their computer or mobile device.
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.

Available Now

some restrictions apply

Automated Decision Notification
The carrier’s decision status gets updated in the PlanSource platform in real-time, and automatic alerts to HR Admins and employees keep them in the loop.
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.

Available Now

some restrictions apply

See EOI In Action

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Featured Success Story
Dermalogica – Customer Success Story
See how Dermalogica cut hours of tedious admin work out of open enrollment each year and continue to increase employee adoption year over year.
Recent Resources
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6 Key Metrics for Measuring Open Enrollment Success
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PlanSource InsightsIQ Product Sheet
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6 Tools and Resources to Try This OE
Latest News
PlanSource Launches Fall Product Release

PlanSource Launches Fall Product Release