What are the main benefits of using the Carrier Exchange?

What are the main benefits of using the Carrier Exchange?

The Carrier Exchange helps you manage supported carrier integrations for your employers from BerniePortal. After a carrier integration is active, BerniePortal sends the applicable group, subscriber, dependent, and election information to the integration.

Who can use Carrier Exchange?

Carrier Exchange is available to General Agencies, Agencies, Brokers acting in Broker context, and Service Team Members acting in Service Team Member context.

Benefits

  • Manage supported carrier integrations: Use Configure to enable or disable an integration for an employer and update its group number. BerniePortal only shows employers with carriers supported by Carrier Exchange.
  • Send enrollment data through an active integration: When an employee profile is completed or updated, or dependent information changes, BerniePortal sends the applicable subscriber or dependent data for employers with an active Carrier Exchange group. It also sends election data for supported carriers with an enabled integration.
  • Review and resolve carrier messages: Manage shows carrier messages in one place. Failures block a member's enrollment and require immediate resolution; warnings identify potential issues that do not currently block enrollment.
  • Review Carrier Exchange activity: The Audit Log records integration and message-resolution activity, including the user, role, carrier, employer, and date and time.

    • Related Articles

    • 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 ...

    • 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 ...

    • Who has access to the Carrier Exchange?

      Carrier Exchange access is based on the account role currently in use. Who can access Carrier Exchange General Agency users, Agency users, brokers using the Broker role, and Service Team Members using the Service Team Member role can open Carrier ...

    • 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 email notifications are available for the Carrier Exchange?

      Carrier Exchange offers two optional email notifications: integration status changes and unresolved carrier messages. Integration status changes The When a Carrier Exchange integration changes status notification sends when an integration enters ...