Automated Employee Navigator EOI Pending Follow-Up
Every Monday, WebRun opens Employee Navigator, identifies employees with Evidence of Insurability applications in a pending or incomplete state, creates Gmail draft follow-up messages for HR to review and send, and posts a summary to Slack so the benefits team can monitor the outstanding cases.
How do I automatically follow up on pending evidence of insurability applications in Employee Navigator?
WebRun opens Employee Navigator every Monday and finds employees with Evidence of Insurability applications in a pending or incomplete state. It drafts a follow-up email for each in Gmail for HR review and posts a weekly Slack summary with urgent deadlines flagged, so no pending EOI case goes unresolved before the carrier window closes.
- Pending EOI applications are followed up weekly before carrier deadlines expire
- HR reviews and approves every outreach before employees are contacted
- Slack summary gives benefits teams a single view of all open EOI cases
Built for HR teams · benefits administrators · benefits brokers · mid-size employers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.employeenavigator.comin a real browser with your saved login - no setup, no API keys. -
1
Employee Navigator - find employees with pending EOI applications
employeenavigator.com
WebRun opens Employee Navigator to find employees with pending EOI applications. - Open Employee Navigator and navigate to the evidence of insurability tracking section
- Filter for EOI applications in a pending, submitted, or incomplete status
- Capture the employee name, benefit plan, EOI status, submission date, and carrier decision deadline
Done when All employees with a pending or incomplete EOI application are listed with their carrier and deadline.
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2
Gmail - draft a follow-up for each affected employee
gmail.com
WebRun opens Gmail to draft a follow-up for each affected employee. - Draft a follow-up email for each employee with a pending EOI, noting the carrier, the outstanding status, and any action the employee needs to take
- Leave all drafts unsent for HR to review and approve before any email is sent
Done when A Gmail draft exists for every employee with a pending EOI application, ready for HR review.
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3
Slack - alert the benefits team to pending EOI cases
slack.com
WebRun opens Slack to alert the benefits team to pending EOI cases. - Post a weekly EOI pending summary to the benefits Slack channel listing all open cases
- Flag any cases where the carrier decision deadline is within 14 days
Done when The benefits team has a current EOI status summary in Slack with urgent cases flagged.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it contact employees about their EOI application automatically?
No. All follow-up emails are drafted in Gmail and held for HR review. No employee receives a message without an HR team member reviewing and sending it, ensuring sensitive insurance information is handled with appropriate oversight.
What is Evidence of Insurability and why does it need follow-up?
Evidence of Insurability is a health questionnaire carriers require for coverage above a guaranteed issue amount. If an employee does not complete it by the carrier's deadline, the excess coverage is typically denied. This workflow ensures those cases are followed up before the deadline passes.
What if the carrier has already approved or denied an EOI?
WebRun reads the current EOI status from Employee Navigator on each run. Cases where the carrier has issued a decision are removed from the pending list automatically and do not appear in the Slack summary or Gmail drafts.
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