How do I turn on a carrier integration?

Turning on a carrier integration is a straightforward process that begins in the Configure tab of the Carrier Exchange.

Step-by-Step ProcessStep 1: Locate the Employer

Navigate to the Configure tab in the Carrier Exchange. You'll see a list of all employers with plans eligible for carrier integrations. You can either use the search bar to find a specific employer or scroll through the page to locate them.

Each employer is displayed in a collapsible format showing a ratio (e.g., "2/4") that indicates how many integrations are configured compared to how many are available.

Step 2: Expand the Employer Section

Click on the employer's name or the arrow to expand their section. This will reveal all eligible carriers for that employer.

Step 3: Toggle the Integration On

Each eligible carrier has a toggle switch. To activate an integration, simply toggle the switch to On.

Step 4: Enter the Group Number

After toggling the integration On, you'll be prompted to enter the group number. This is a required field that identifies the employer's specific group with that carrier. The group number is typically provided by the carrier in their enrollment paperwork or welcome materials.

Step 5: Confirm Configuration

Once you enter the group number, the integration will appear in the table below with key details including:

• Integration Status (will show as "Pending")
• Group Number
• Plan Name
• Plan Type
• Renewal Date

What Happens Next

After configuration, the integration enters Pending status. During this time (typically up to 60 days), the integration is not yet active, and you must continue to manage eligibility communication manually with the carrier. Once the integration becomes Active, enrollment data will automatically sync between BerniePortal and the carrier.

Editing the Group Number

If you need to update the group number after initial configuration, simply click on the blue highlighted group number in the table to edit