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.