What information do I need to configure a carrier integration?
To configure a carrier integration, you need a non-empty group number and an employer that appears in the Carrier Exchange Configure list.
Before you begin:
- Access: General agencies, agencies, brokers, and service team members can access Carrier Exchange. A Service Team Member with read-only access cannot enable an integration.
- Eligible employer and carrier: The employer must be an active client with Benefits enabled. The Configure list shows only carriers with plans whose carrier and benefit type are supported by Carrier Exchange.
- Complete employer address: The employer profile must include an address, city, and state before an integration can be enabled.
- Group number: Enter the carrier-assigned group number for the employer. The Group Number field cannot be blank.
Next step:
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