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 General Agency and Agency users, plus brokers and service-team members working in their brokerage context.
After an integration is configured and its carrier group is active, BerniePortal sends subscriber information and qualifying life event data through Ideon. The Carrier Exchange also receives carrier-processing messages through Ideon.
When a carrier message needs attention, it appears on the Manage tab. Open Carrier Exchange from the top navigation, then select Manage. Review the message and select RESOLVE when the available resolution flow applies.
For more about the connection between BerniePortal and carriers, see How is information communicated between BerniePortal and the carriers?.
Integration status
Carrier integrations can be pending, active, or disabled. Only active carrier groups send subscriber information through the Carrier Exchange.
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What problems does the Carrier Exchange solve?
The Carrier Exchange helps brokerage teams manage the enrollment work that follows an employee benefits change. When a supported carrier integration is active, BerniePortal sends eligible group, member, dependent, and election data through the ...
What are the main benefits of using the Carrier Exchange?
The Carrier Exchange helps you manage supported carrier integrations for your employers from BerniePortal. After a carrier integration is active, BerniePortal sends the applicable group, subscriber, dependent, and election information to the ...
Who has access to the Carrier Exchange?
Carrier Exchange access is based on the account role currently in use. Who can access Carrier Exchange General Agency users, Agency users, brokers using the Broker role, and Service Team Members using the Service Team Member role can open Carrier ...
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 ...
How do I turn off a carrier exchange?
Turn off a carrier integration from the Configure tab when you no longer want it enabled for an employer. You can turn it on again later. Who can turn off a carrier integration? General Agency users, Agency users, brokers, and Service Team Members ...