How quickly do resolved messages sync to the carrier?
When you resolve a carrier message, BerniePortal immediately sends the resolution to Ideon.
A successful submission removes the message from your current Manage list, but it does not provide a carrier receipt or processing time. BerniePortal does not set or display a carrier sync schedule for resolved messages.
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How do I resolve carrier messages?
Resolve carrier messages from the Manage page by reviewing the message and completing the action shown in its resolution window. To access carrier messages: Agency, broker, service team member, and general agency users: Select Carrier Exchange in the ...
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 ...
What are the two types of carrier messages?
Carrier messages in the Carrier Exchange Manage tab have one of two severity types: Failure or Warning. Use the severity type to decide which messages to address first. Failure messages Failure messages are critical issues that block a member's ...
What filtering options are available in the Manage tab?
Use the filters at the top of the Manage tab to narrow the carrier messages displayed. The available filters depend on your role. General Agency Severity Type: All Severity Types, Failure, or Warning. Agency: All Agencies or a specific agency. Issue: ...
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 ...