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 and Service Team Members acting in their brokerage roles, can view pending plans.
To check a pending plan, open Carrier Exchange and select Pending. The Pending Since date reflects the coverage period's most recent status update.
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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 ...
What email notifications are available for the Carrier Exchange?
Carrier Exchange offers two optional email notifications: integration status changes and unresolved carrier messages. Integration status changes The When a Carrier Exchange integration changes status notification sends when an integration enters ...
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 ...
How should I communicate with carriers while an integration is pending?
While a carrier integration is Pending, BerniePortal does not communicate eligibility updates to the carrier. Continue managing eligibility manually through the process already established with that carrier. BerniePortal does not provide ...
How do I access the Carrier Exchange in BerniePortal?
Access the Carrier Exchange from the navigation available for your current account role. Who can access Carrier Exchange General agencies, agencies, brokers, and service team members can access Carrier Exchange from the primary navigation. Employers ...