How to Review Pending EOI in Employee Navigator

Jackie Villaret
Jackie Villaret
  • Updated

Things to do: 

Review Pending EOI 

This link provides the ability to view any employees or dependents that have requested an amount of coverage greater than the Guaranteed Issue amount and still awaiting carrier underwriting approval. 

To process a pending insurability request:

1. Click REVIEW PENDING EOI on the HOME page.

2. Enter the employee’s last name in the provided box or select the desired status (pending, approved, declined, rejected, or withdrawn). The other option is to click PENDING to the left of the employee’s name.

3. In the popup box, select the desired Action (approved, decline, rejected, withdrawn). Note: Pending EOI's should only be updated once carrier provides update as to approval, denial or closed, or withdrawn.  

4. Enter effective date if applicable.

5. Click SAVE.

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