Turn on a carrier integration from the Configure tab in Carrier Exchange. Only employers with plans eligible for the Carrier Exchange appear in this list.
Who can turn on an integration
General Agency, Agency, Broker, and Service Team Member accounts can access this flow. A Service Team Member account with read-only access can review the configuration but cannot use the integration toggle.
To turn on a carrier integration:
- Go to Carrier Exchange > Configure.
- Find the employer. If you first see an agency list, expand the agency, then expand the employer. Otherwise, use Search Employers if needed and expand the employer.
- Find the carrier and use its toggle to begin enabling the integration.
- In the Enable Integration: [carrier name] window, enter the Group Number.
- Select Save. If Next appears instead, select it, choose Invoice My Agency or Invoice Employer in the Who Should Be Invoiced? window, then select Save.
If the Missing Employer Address Information window appears, the employer must have an address, city, and state on file before the integration can be enabled. Complete the missing address information, then return to the carrier and try again.