The Carrier Exchange connects BerniePortal with supported insurance carriers through Ideon. It helps keep carrier enrollment information aligned with the information managed in BerniePortal.
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?.
Carrier integrations can be pending, active, or disabled. Only active carrier groups send subscriber information through the Carrier Exchange.