Learn about Redwood and be one of the first to join the conversation

Visit Redwood Community
Pending Actions - EOI & Affidavit forms — Cloud Customer Connect
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Pending Actions - EOI & Affidavit forms

Received Response
21
Views
3
Comments

Summary:

Looking for advice on how other companies make the process smoother for employees to see and review any of their pending actions, such as marriage certificate, affidavit, EOI on Life Insurance, and other necessary documentation after they completed their enrollment ?

We currently have a flow (training) that walks the employee through their enrollment screens. We instruct them to go to the "Pending Action" tab to review this list. They are also shown these pending actions on their confirmation screens once they selected and submitted their benefit plans. We then provide instructions for the employee to fill out any necessary forms such as EOI on certain plans and then email/fax/mail to our benefits department for final approval.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!