Users Know When a Voluntary Life Election Requires EOI

We have added a new configuration option to give you more flexibility when managing Evidence of Insurability (EOI) for voluntary life (and/or AD&D) plans. This update makes it easier for employees to understand their coverage options during enrollment and helps admins quickly identify when EOI applies.

The Guaranteed Issue Amounts step in voluntary life (and/or AD&D) plans now include coverage increase rules to configure for employees who were previously offered coverage. During open enrollment, employees can see how much coverage is available without submitting EOI. When an employee selects an amount that requires EOI, the system notes it automatically so admins can easily see what is approved and what is pending.

For qualifying life event enrollment windows, any increase in coverage will require EOI. These settings apply to open enrollment windows and do not apply to new hire enrollment windows.

As always, we love your feedback! To provide product feedback on this feature and more, head over to our product feedback page and let us know how we’re doing.