• Integrated core and voluntary product delivery platform

• Web-based case set-up and configuration tools

• Unique rules, eligibility, rates, and census for each employer group
• Counselor-assisted or self-service options
• Integration with existing products and applications
• Decision support tools for enhanced employee education
• Flexible deployment options
• One platform to manage elections and deductions
• Data and reporting
• Self-service for updating life events
• Employee access to confirm benefit elections and update beneficiaries
• Prevent ineligible employee/dependents from enrolling in benefits
• Compliance support available
• Employee access to upload dependent verification information

Online Enrollment Appointment Scheduling Tool

• Ensures dedicated 1-1 enrollment availability with a Benefit Counselor

• Appointment Engagement
• Employee Satisfaction Survey
• Interview Recording
• Enrollment Elections

Artificial Intelligence

AI allows our internal account management team to better monitor each benefit counseling session for an improved employee experience.

• Pace and keyword monitoring
• Voice tone and reaction monitoring

Call Flow Overview – Interactive Voice Response (IVR)

Our call flow process enables us to handle large call volumes efficiently while providing a customized experience for each of our clients.

Talk Desk

Live dashboards help us monitor and manage call volumes, call length, hold times, and more in real-time. Paired with our online scheduling platform, we optimize our team’s intra-day effectiveness, while preparing for upcoming enrollment activities.

Custom Call Branding

Outbound calls are branded for each client, improving engagement.

Oracle

Oracle acts as a parallel platform, running alongside any enrollment technology utilized to capture insurance elections. Oracle acts as EOI's independent data warehousing tool with capabilities to leverage data analytics to predict buying patterns of not only traditional voluntary programs but can also incorporate core medical elections to track/predict migration to CDHP offerings.

Our commitment is to "double track" every election allowing EOI to monitor the data exchange between any enrollment platform and the destination insurance carrier.

This allows EOI to help manage all post-enrollment activity including, but not limited to:

• Policy Issuance
• Policy Confirmation
• Billing discrepancies
• Completion of evidence of insurability (if required)