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 carrier-specific instructions for that manual process. Follow the carrier's requirements until the integration becomes Active.
To check whether an integration is still pending, open Carrier Exchange and select Pending. When the integration becomes Active, the people configured to receive carrier-integration status emails are notified, and BerniePortal begins communicating eligibility updates directly with the carrier.
Carrier Exchange is available to General Agency and Agency users, and to users acting as a Broker or Service Team Member.
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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 ...
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 ...
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 ...
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 ...
What information do I need to configure a carrier integration?
To configure a carrier integration, you need a non-empty group number and an employer that appears in the Carrier Exchange Configure list. Before you begin: Access: General agencies, agencies, brokers, and service team members can access Carrier ...