Processing Evidence of Insurability (EOI) forms shouldn’t slow down your enrollment operations. Yet for many group health and life insurance providers, EOI remains one of the most time-consuming and error-prone steps in the onboarding process. Manual data entry, inconsistent file formats, and fragmented exchanges between HR systems, brokers, and TPAs often lead to delays, rework, and compliance risks.
Adeptia Automate™ for Evidence of Insurability (EOI) eliminates those inefficiencies by applying intelligent data automation to every step of the process. This solution ingests and normalizes data from virtually any source — HRIS, payroll, brokers, or benefits platforms — in formats ranging from CSV and Excel to PDFs and APIs. Its AI Mapping Knowledge Base automatically converts variable form structures into standardized data models like LDEx, ensuring accuracy and consistency across all submissions.
Pre-built EOI workflows validate participant health data, route errors for correction, and seamlessly deliver clean outputs to your Benefits Administration System. A real-time Data Flow Dashboard gives complete end-to-end visibility, while configurable validation and compliance rules safeguard data integrity. Whether deployed in the cloud, hybrid, or on-premise environments, Adeptia Automate meets the highest standards of security and governance.
With Adeptia Automate, EOI processing that once took weeks can now be completed in hours — with measurable improvements in speed, accuracy, and member satisfaction.
Download the datasheet to see how intelligent automation transforms your Evidence of Insurability workflows — and discover the features, templates, and validation tools that can help your team reduce manual work, accelerate enrollment cycles, and deliver a superior experience for employers and members alike.