EOI Cobrand Horitonzal EPS          

Simplify Your Enrollment Process

 

Benefit Education

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Benefit Coaching ▼

Professional benefit counselors will assist and guide your employees through the benefit selection process. Each individual appointment will help your employees elect the core and voluntary benefits that best meet their needs all while our counselors keep sight of your benefit and migration goals as an organization.

Counselor Selection & Training
Our team of full-time, non-commissioned, benefit-eligible enrollment counselors provide high-quality, consistent communication and enrollment services.
They undergo rigorous training and testing to ensure they can properly educate complex benefit offerings. Our training program includes:

  • Client-specific training and custom videos
  • EOI University, our e-learning platform
  • Technology training and skills assessments
  • Monthly updates on the market and changes, including regular updates on COVID-19
  • Annual multi-day training and certification summit

Benefit Support Call Center ▼

Our BSC provides your employees with the convenience and flexibility to complete their benefits enrollment from home or work, at a time that fits their schedule. Each employee will receive the same individual attention, education, and engagement they could expect from an in-person meeting.

Enhanced Virtual Enrollments ▼

Augmented Intelligence
AI helps us to better monitor benefit counseling sessions for an improved employee experience. Live monitoring allows us to react quickly and make real-time changes.

  • Pace and keyword monitoring
  • Voice tone and reaction monitoring

Analytics & Reporting
Live dashboards monitor and manage call volumes, call length, hold times, and more in real-time.

  • Native CRM allows for both inbound and outbound contact tracking
  • Online scheduling platform summarizes appointment statuses

Upgrades & Enhancements
New features allow for a better experience.
Real-time masking with custom number display

  • HD voice quality with ongoing bandwidth checks
  • No more waiting on hold; callers can opt for a callback or a text message with a link to schedule an appointment

Customized Communications

 

51.8%

Average Email Open-Rate

115% higher than

Industry Average

 

12.2%

Average Email Click-Rate

358% higher than

Industry Average

 

1,990,288

# of Texts Sent in 2024

low opt-out rates

Average of 0.6%

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Benefits Enrollment Websites

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Benefit Guides

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Email & Text Messages

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Life-Size Cutouts

Technology

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Consulting ▼

EOI's Technology Services Team provides our clients with extensive knowledge in the areas of software consulting, system implementation, solution design, and support. We assist our clients in navigating the rapidly changing world of technology while streamlining their implementation experience.

Core and Voluntary Benefit Enrollments ▼

Our benefit enrollment services are designed to reduce the workload of HR by utilizing the right technology and processes. We offer a menu of services for core and voluntary benefit enrollments with the capability to custom-design an enrollment system to meet your specific needs.

BenefitAccess ▼

  • 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

Pre-scheduling Process ▼

  • Pre-schedule appointments to secure preferred date and time
  • Appointment confirmations and reminders sent via email and text
  • Counselor teams are dedicated to specific client projects and know your benefits inside and out

Customized Surveys

If you had an opportunity to ask all your employees a few questions, what would they be? Employee surveys are an important tool in measuring employee satisfaction with current benefits, interest in new benefits, and a range of other topics. We will help you design and conduct customized surveys to collect employee opinions and provide data on which you can make sound decisions to maintain or improve employee retention.

of employees surveyed had a greater understanding of their benefits after meeting with a benefit counselor.

of employees thought their benefit appointment was a convenient way to learn more about their benefits.

of employees leave their enrollment appointment with a greater understanding of their benefits.

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Cost Savings Examples

 

Savings of $ 

273,000

Extension of HR

Providing services to take the burden off of HR allows you to focus on strategic elements associated with your organizational goals. In turn, this saves time and money. Examples of support provided include:

  • Employee Engagement – On-site and Call Center
  • Custom Communications – Dynamic Digital and Print Communications
  • Counselor Support – One-on-one education meetings with employees

*based on a 3,000 employees

Savings of $ 

180,000

Medical Plan Migration

Through enhanced employee benefit education, a 15% migration goal was achieved resulting in a 12% decrease in employer’s medical spend PE/PY.

Savings of $ 

571,605

Dependent Verification

Educating employees on eligibility rules lowers employer health care costs by removing ineligible dependents. Following a dependent verification process, a 3,500-life employer significantly reduced their medical spend.

Savings of $ 

33,600

Negotiating Renewal Rates and Leveraging Commissions to reduce fixed expenses – based on a 3,000-life employer group

Enhancing the employee experience has a direct correlation to increasing participation and employee satisfaction. On your behalf, we negotiate with carriers in order to leverage commissions to offset fixed expenses and stabilize group renewals.

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Voluntary Benefits Plan Participation Average

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76%

Increase of participation using an enrollment firm versus standard open enrollment approach

 

EOI Award-2
Interview

Top Benefits Administration Services

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Employee Engagement & Our Services

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Case Study

Targeted Employee Engagement

Let's talk!

Please fill out the form and one of our team members will reach out to you to schedule a time to connect. We look forward to discussing how we can support you and your clients!

 

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Our Partnership With EOI Is Priceless!

Starting day 1, working with EOI Service Company has been such a wonderful experience. From the start of implementation to the one-on-one educational benefit counselor experience for our employees, they play a huge role in the success of open enrollment and new hire education. During implementation and enrollment, EOI’s implementation manager and account executive do an outstanding job of staying on top of all challenges that were raised. Their communication team goes above and beyond to make sure all our employees receive emails and text messages for all things open enrollment. Every year, we hear overwhelmingly positive feedback with regards to the counselors and the education of benefits this year.

Senior VP of Human Resources, Legacy Healthcare