Manage Employee Evidence of Insurability (EOI)

Use the Manage Employee Evidence of Insurability (EOI) screen to view or change the EOI status of employee’s coverage options.

This application will be updated through the Activate Pending Benefit Elections screen.

You can add records in this application for benefit plans that may require an EOI. You can also change the EOI status and add an EOI date and EOI document location.

When the EOI is approved for employee/spousal coverage, use the Process Employee EOI Benefit Elections screen to add the benefit elections to their respective tables: Employee benefit election will be added to Manage Employee Benefit Elections screen and the spousal benefit elections will be added to the Assign Dependents to Benefit Plans screen.

Attention: For more information on the EOI functionality in Costpoint, please refer to the Costpoint 8.0 Evidence of Insurability Quick Steps.