Help & Support
For EOI help desk support email support@eoiservice.com or call (714)481-4230
Below is a library of videos/documents for either Training or Support:
COUNSELOR TRAINING
Reportback
Reports Training Guide.pdf
Naming folders, files, and reports.pdf
Dropbox for Counselors
Dropbox help guide
Excel Training 1
Excel Training 2
Excel Training 3
Excel Training 4
Excel Training 5
Thinking Phone Networks End User Portal Training
Call_Recording_Guide
Join.Me Screen Sharing
ND Enroller from Common Census
Plane.biz Data Sync
Plane.biz Enrollment System
Helpful Resources
EOI – LifeLock Enrollment Talking Points
ENROLLMENT SYSTEM REPORTS
How to Access Common Benefits Online – Common Census
Sync Report – Common Census
Plane.biz Reports
HOW TO VIDEOS
How to Create a Schedapple Schedule
Schedapple Guide Document
How to put Out of Office message in Outlook
If you would like to discuss a specific case or have questions about our services, please call (800) 229-4364 or email info@eoiservice.com.