Do I get charged for integrations in pending status?
No. Carrier Exchange integrations shown as Pending are not included in billing.
Billing calculations include carrier integrations only when the coverage period is active and has enrollments. Pending integrations remain outside those calculations while setup is in progress.
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What is the Pending tab used for?
The Pending tab lists carrier plans associated with carrier integration coverage periods in Pending status. It gives you one place to review plans that have not moved to Active status. Who can use it: General Agencies, Agencies, users acting as ...
How much does the Carrier Exchange cost?
Carrier Exchange billing depends on each employer's active integrations, enrolled employees, and Carrier Exchange billing settings. Your account may use standard defaults, custom rates, or a no-cost arrangement. How Carrier Exchange is billed Charges ...
Can I filter pending integrations?
Yes. Use the filters on the Pending tab to narrow the Pending Plans table. Who can use the Pending tab: General Agency users, agency users, brokers, and service team members. General Agency users also see the Agency filter. To filter pending plans: ...
How does the Carrier Exchange work?
The Carrier Exchange connects BerniePortal with supported insurance carriers through Ideon. It helps keep carrier enrollment information aligned with the information managed in BerniePortal. Who uses Carrier Exchange? Carrier Exchange is available to ...
How long does it take for a pending plan to become active?
BerniePortal does not set a fixed activation timeframe for pending carrier integrations. An integration becomes active after Ideon sends BerniePortal a coverage-period status change to production. General Agency and Agency users, along with Brokers ...