What is the Manage tab used for?
The Manage tab lists unresolved carrier messages for active carrier integrations. Use it to review discrepancies, filter messages, check carrier sync activity, and resolve messages.
To access:
- Agency, broker, service team member, and general agency users: Select Carrier Exchange, then Manage.
- Employer users: Select Benefits, then Manage. This tab is available when the employer has an active carrier integration.
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How often should I monitor the Manage tab?
Use the unresolved carrier messages email notification as your prompt to review the Manage tab. The Manage tab is where you review and resolve carrier messages, including Failures that block member enrollment and Warnings that need attention. When ...
What filtering options are available in the Manage tab?
Use the filters at the top of the Manage tab to narrow the carrier messages displayed. The available filters depend on your role. General Agency Severity Type: All Severity Types, Failure, or Warning. Agency: All Agencies or a specific agency. Issue: ...
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 ...
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 ...
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 ...