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About Kevin Carlson
Kevin Carlson is National Sales Vp at EOI Service Company in 1820 E. First Street
Suite 400
Santa Ana, California 92705, US. Previously worked at Americo as National Sales Vice President. EOI Service Company is a Insurance company in 1820 E. First Street
Suite 400
Santa Ana, California 92705, US with 105 employees
Kevin Carlson Social
Kevin Carlson Work
Kevin Carlson is the National Sales Vp @EOI Service Company, with experience in National Sales Vice President @Americo
EOI Service Company is a national benefits communication and enrollment firm that brings over 45 years of experience to the design, communication, and enrollment of core and voluntary benefits and other value-added services.
EOI communicated and enrolled the first-ever employer sponsored universal life plan in 1979 at Harris Bank, Chicago’s third largest bank. EOI also implemented the first micro-computer worksite benefit enrollment, the first combined universal life and term plan, and the first universal life with long term care rider plan. We expanded into the areas of benefit statement enrollments and core benefit enrollments in the late 1990s and currently offer state of the art technology in these areas. Today, EOI excels in the following areas:
- Expert evaluation of the voluntary benefit market
- Electronic core/voluntary benefit enrollments
- Custom-designed electronic and print communication campaigns
- Creation and distribution of total compensation statements
- Coaching employees to appropriate medical plan options
- On-boarding of technology platforms
- Dependent eligibility audits
- Replacement of existing non-performing voluntary benefit programs
Our scope of operation is national with roughly half of our business coming from the eastern United States and half from the western United States. We are active in enrollments that include one-on-one on-site employee counseling, call center enrollments, and self-service programs.
EOI is appointed, licensed, and represent clients in all 51 jurisdictions with regional offices in California, Colorado, Illinois, New York, and Texas.
1820 E. First Street
Suite 400
Santa Ana, California 92705, US
Expertise
Evaluation of the voluntary benefit marketElectronic core/voluntary benefit enrollmentsCustom-designed electronic and print communication campaignsCreation and distribution of total compensation statementsCoaching employees to appropriate medical plan optionsOn-boarding of technology platformsDependent eligibility auditsReplacement of existing non-performing voluntary benefit programs
Solutions
Benefits communicationEmployee enrollmentCore benefit enrollmentsVoluntary benefit enrollmentsTotal compensation statementsOn-boarding of technology platformsDependent eligibility auditsSelf-service programsOne-on-one on-site employee counselingCall center enrollments
Keywords
Expert evaluation of voluntary benefits marketCustomized Total Compensation StatementsElectronic core benefit enrollmentsCoaching employees to appropriate plan optionsPromoting employers' Health and WellnessCustom-designed communications