EOI Windows - Knowledge Base | BerniePortal

EOI Windows

EOI Windows control how long a To Do - Pending EOI request can stay open before BerniePortal automatically denies it. The countdown starts the day the employee completes their benefit enrollment.

To set the EOI window:
  1. As the employer (including a Global Admin signed in as the employer), select the "Benefits" tab in the top navigation bar.
  2. Select the "Settings" tab in the secondary navigation bar.
  3. Select "General" from the left side menu.
  4. Under "Auto-deny EOI (Evidence of Insurability) requests if the request has not been approved or denied within a given window (within ___ days of completing benefit enrollment)," choose a window from the dropdown: No Window, 30 Days, 40 Days, 50 Days, 75 Days, or 100 Days.
The setting saves as soon as you choose an option — there is no separate save button.

What the window controls
  • BerniePortal counts the window from the day the employee completes their benefit enrollment, not from when the EOI request is created.
  • Selecting "No Window" turns off the automatic denial; pending EOI requests stay open until an admin approves or denies them.
  • New accounts default to 75 Days until you change the setting.
  • Seven days before a request is set to be denied, BerniePortal emails the employee and any interested parties configured to receive EOI notifications in Email Settings - Benefits. The employee gets another email when the request is actually denied, if that notification is turned on for them.
  • The window applies across every benefit that requires EOI — including Level Term Life guaranteed-issue elections — it isn't set per benefit.

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