What's new in Customer Journeys?

Connect and learn more!
EOI Rules for Life Insurance --Interm Rule — 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

EOI Rules for Life Insurance --Interm Rule

Accepted answer
24
Views
2
Comments
edited Feb 7, 2024 5:58PM in Benefits 2 comments

We have encountered a problem with the (EOI) for our life insurance.

An employee has transitioned from 4 times coverage to 5 times coverage as Part of OPEN Enrollment, resulting in the suspension of the plan as anticipated.

However, when we generate the report to forward the data to the vendor, the interim amount displays as 5 times coverage, and the pending EOI amount is shown as 0.

Here is our configuration. Do you have any recommendations regarding this issue?


Plan is Suspended after running Open Enrollment







Howdy, Stranger!

Log In

To view full details, sign in.

Register

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