What are the two types of carrier messages?

What are the two types of carrier messages?

Carriers send two severity types of messages through the Carrier Exchange: Failure messages and Warning messages. Understanding the difference between these message types helps you prioritize which issues need immediate attention.

Failure Messages
Definition: Failure messages are critical issues that block a member's enrollment with the carrier. These represent problems that prevent the carrier from processing or maintaining an employee's coverage.

Characteristics:
  1. Require immediate attention to resolve
  2. Block enrollment until corrected
  3. Must be addressed to ensure the employee has active coverage
  4. Typically involve missing or conflicting information that the carrier cannot proceed without

Common examples include:
  1. Date of birth mismatches between BerniePortal and carrier records
  2. Social Security Number discrepancies
  3. Missing required information needed for enrollment processing

Warning Messages
Definition: Warning messages flag potential issues that, while not currently blocking enrollment, may require attention to prevent future problems.

Characteristics:
  1. Don't immediately block enrollment
  2. Indicate discrepancies that should be corrected
  3. May cause issues down the line if left unresolved
  4. Allow more flexibility in timing for resolution, though should still be addressed promptly
Common examples include:
  1. Gender mismatches between BerniePortal and carrier records
  2. Name spelling differences
  3. Dependent relationship discrepancies

Why the Distinction Matters
The severity categorization helps you:
  1. Prioritize workflow: Address Failures first since they're blocking coverage, then move to Warnings
  2. Manage time effectively: Know which issues require immediate action versus which can be scheduled
  3. Communicate urgency: Understand what to convey to employers when their attention is needed
Both message types appear in the Manage tab and can be filtered by severity type, allowing you to focus on critical Failures first while keeping track of Warnings that need resolution.

For information about how to resolve these messages, see "How do I resolve carrier messages?"

    • Related Articles

    • What is the Manage tab used for?

      The Manage tab is your command center for reviewing and resolving carrier messages once integrations become Active. This is where carriers communicate discrepancies between their records and the enrollment information in BerniePortal. Primary Purpose ...

    • What email notifications are available for the Carrier Exchange?

      What email notifications are available for the Carrier Exchange? The Carrier Exchange includes two types of email notifications designed to keep you and your team informed about integration status changes and carrier messages requiring attention. ...

    • How do I set up email notifications?

      How do I set up email notifications? Email notification settings for the Carrier Exchange are managed through the same location as your other BerniePortal email notification preferences. For Agency and Broker Users The Carrier Exchange email ...

    • What filtering options are available in the Manage tab?

      What filtering options are available in the Manage tab? The Manage tab provides multiple filtering options to help you prioritize and organize carrier messages based on what matters most to your workflow. Available Filters You can filter carrier ...

    • How often should I monitor the Manage tab?

      How often should I monitor the Manage tab? Regular monitoring of the Manage tab is essential once your carrier integrations become active. While there's no one-size-fits-all schedule, establishing a consistent monitoring routine helps ensure carrier ...