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

clip_image003

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

 

CADR+ EOI Pitch

EOI – LifeLock Enrollment Talking Points

EOI Data Security

 

 

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.