How should I manage expectations about integration timelines?

How should I manage expectations about integration timelines?

Set expectations around the integration status, not a promised timeline. A Carrier Exchange plan remains Pending until its coverage period is activated. The status changes to Active automatically when BerniePortal receives the coverage period’s production status update.


Who can monitor integrations: General agencies, agencies, brokers acting as brokers, and service team members can access Carrier Exchange.


While an integration is Pending:

  • Continue using your existing carrier communication process for enrollment and eligibility changes. A Pending plan integration is not yet used by Carrier Exchange.
  • Do not tell employers that activation will happen by a specific date. Activation depends on the coverage period reaching production status.
  • Review Carrier Exchange > Pending to see plans that are still pending.

When the integration becomes Active:

  • Carrier Exchange shows the plan as Active, meaning it is successfully integrated with the carrier.
  • Update stakeholders that the status changed and follow your team’s established process for the active integration.

There is no user-facing control to move a Pending integration to Active. Keep manual processes in place until the integration status shows Active.

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