Insurance Integration
Evidence Of Insurability

Streamline Evidence of Insurability (EOI) with Intelligent Data Automation™

Adeptia Automate turns messy, variable EOI data into standardized, validated records — faster, easier, and at scale.

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Evidence of Insurability Is Slowed by Disconnected, Messy First-Mile Data™

Collecting and processing evidence of insurability forms shouldn’t hold back your enrollment cycles. Yet most group health and life carriers and benefits administrators face an onslaught of supplemental forms and questionnaires, each arriving from different brokers, HR platforms, or TPAs, in different formats and structures.

The result: manual reviews, inconsistent validation, and delays in coverage approval that frustrate both employers and members.

Adeptia Automate eliminates these bottlenecks by intelligently standardizing and validating EOI data across every source and format — helping you move from manual workflows to seamless automation.

Ingest. Normalize. Deliver. All in One Platform.

Adeptia Automate intelligently handles variable EOI data, from HRIS exports and broker feeds to supplemental forms and PDFs, across every channel and protocol.

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Typical Sources

  • HRIS / Payroll (Workday, ADP, Paylocity, etc.)
  • Brokers & TPAs
  • Benefits Tech Platforms
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Formats and Protocols

CSV · Excel · JSON · PDF · Text · API · SFTP

Destinations

Destinations

Benefits Administration Systems (via API or SFTP)

Speed, Accuracy, and Compliance for Every EOI Workflow

Adeptia’s EOI Accelerator Pack empowers providers to process health-evidence data faster by leveraging reusable templates, built-in intelligence, and compliance-ready deployment options.

Key Outcomes:

  • Speed: Automatically ingest and deliver variable forms and questionnaires in hours, not weeks.
  • Cost Savings: Reduce manual effort and free operations teams for higher-value work.
  • Time to Value: Accelerate underwriting and coverage activation with clean, validated data.
  • Customer Experience: Improve satisfaction and trust through timely, accurate processing.
A screen displaying templates in Adeptia Automate

An End-to-End Data Intelligence Platform for Evidence of Insurability

Connect and Ingest

Instantly connect to HRIS, payroll, broker, and benefits systems through pre-built connectors. Accept any file format — CSV, Excel, JSON, PDF — via API or SFTP.

Normalize and Validate

Convert data into LDEx or your own standard model. Apply pre-defined validation rules (Global, Participant-Specific, Target) to ensure accuracy.

Deliver and Monitor

Deliver clean, validated data to your Benefits Administration System. Track every flow in real time with the Data Flow Dashboard — full visibility from source to delivery.

Evidence of Insurability Adeptia Automate Platform Diagram

Purpose-Built for Evidence of Insurability Data Automation

Base Connections
to leading HRIS, Payroll, and Benefits Platforms
Reusable Templates
that allow ops teams to configure new partners — no coding required
EOI Workflow Template
to define sources, validate health data, and route errors automatically
AI Mapping Knowledge Base
to accelerate LDEx or custom mapping
Data Flow Dashboard
for end-to-end transparency
Flexible Deployment
including Cloud, hybrid, or on-prem to meet compliance needs

Transform EOI Processing with Adeptia Automate

Your ability to deliver fast, accurate EOI results shouldn’t depend on manual form handling or legacy integrations. With Adeptia Automate, you can streamline evidence collection, eliminate data friction, and ensure every form moves efficiently from submission to system — no rework required.

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