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.