How often should I monitor the Manage tab?
Use the unresolved carrier messages email notification as your prompt to review the Manage tab. The Manage tab is where you review and resolve carrier messages, including Failures that block member enrollment and Warnings that need attention.
When the notification is enabled and actionable unresolved carrier messages exist, BerniePortal sends a daily reminder. Review the Manage tab when you receive that reminder, then address the messages that apply to your organization or clients.
This approach keeps your review tied to messages that need action without setting a separate monitoring schedule. To learn more about what the Manage tab shows, see What is the Manage tab used for?.
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What is the Manage tab used for?
The Manage tab lists unresolved carrier messages for active carrier integrations. Use it to review discrepancies, filter messages, check carrier sync activity, and resolve messages. To access: Agency, broker, service team member, and general agency ...
Should I have employers monitor their own Manage tabs?
Employers with at least one Active carrier integration can use Benefits > Manage to review and resolve carrier messages for their organization. Decide in advance whether your team, the employer, or both will own that work. Choose an ownership model ...
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 ...
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 ...
How does the Carrier Exchange work?
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 ...