What information do I need to configure a carrier integration?

What information do I need to configure a carrier integration?

What information do I need to configure a carrier integration?

Configuring a carrier integration requires minimal information, but having accurate data prepared in advance will ensure a smooth activation process.

Required Information

Group Number

The only piece of information required to configure a carrier integration is the group number. This number identifies the employer's specific group with that carrier and is essential for establishing the connection between BerniePortal and the carrier.

You can typically find the group number in:

  • Carrier enrollment paperwork
  • Welcome packets or welcome letters from the carrier
  • The employer's insurance documents
  • Carrier ID cards (though this may sometimes show member IDs instead)
  • The carrier's broker portal or website

Recommended Pre-Configuration Data Checks

While only the group number is technically required to toggle an integration on, the BerniePortal Operations Team strongly recommends verifying the following information in BerniePortal before activating an integration:

1. Social Security Numbers (SSNs) Ensure all employee SSNs in BerniePortal are correct and match what the carrier has on file.

2. Employee and Dependent Names Verify that names (including spelling) for both employees and their dependents match exactly between BerniePortal and the carrier's records.

3. Current Enrollment Data Confirm that enrollment information in BerniePortal matches what the carrier currently has. This includes who is enrolled, their coverage levels, and dependent information.

Why Data Accuracy Matters

Having accurate data before activation minimizes the number of error messages you'll receive once the integration becomes active. If there are significant discrepancies between BerniePortal and the carrier's records when the integration activates, you may see numerous Failure and Warning messages that require immediate attention.

Taking time to clean up data and align records between systems before turning on an integration will provide the best onboarding experience and reduce administrative burden.

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