Evidence of Insurability Automation demo
Every evidence form read on arrival: simple ones ready to approve, complex ones summarized for the underwriter. 1:14
What the demo shows
An EOI solution for group underwriters that reads each form and readies the simple approvals.
Seven agents read every evidence form as it arrives, match it to the employee's election, check the answers against prescription and MIB records, and sort it into three lanes: Approve now, Needs underwriter, Needs more information, each with the one-line reason that put it there. The underwriter approves the fast lane in one batch and decides the rest from a cited medical summary; approved amounts, never elected ones, go to billing.
Transcript
- Evidence of Insurability Automation reads every EOI form and readies simple approvals for group underwriters.
- Carriers get millions of these forms a year.
- Simple ones wait behind complex cases.
- Monday morning, 112 forms since Friday, by mail, portal, and email.
- Each is read, matched to its election, and checked against prescription and medical records.
- 40 land and approve now, each with its reason.
- All 11 answers no, records clear.
- PREA approves all 40 in one click.
- The amounts go to enrollment and billing.
- Teresa Vance needs her judgment.
- Blood pressure controlled. Manual 4.2 cited.
- Six employees paying for coverage nobody approved are found before a claim is.
- Built on Botminds: agents, data, screens, and governance on one platform.
Transcribed from the film’s narration. Captions are on the player.