Case Study: Guardian Evidence of Insurability (EOI) API achieves streamlined EOI processing and major admin time savings with PlanSource

Technology Delivers Added Value to Broker’s Wrap Around Services

Guardian Evidence of Insurability API, supporting a 160-employee hospitality client across seven properties, was struggling with paper-based Evidence of Insurability (EOI) processes that distracted HR and the broker from higher‑value work and made communicating EOI results time-consuming. PlanSource was engaged to streamline benefits administration using its platform and integrations to simplify EOI handling and open enrollment.

PlanSource implemented Single Sign‑on with Guardian’s EOI forms, automated decision notifications and reporting automations, removing manual review, collection and tracking tasks. The result: 15 minutes saved per employee completing EOI, 1.5 hours saved weekly from tracking/reporting automations, 24 hours of admin work recovered via automated decision notifications, and improved customer satisfaction through PlanSource’s technology.