What information do I need to configure a carrier integration?

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:
When these requirements are met, follow How do I turn on a carrier integration? to enable the carrier.