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 integration and receives carrier discrepancies in return.
Instead of separately re-entering supported enrollment information with the carrier after each update, the Carrier Exchange syncs that information from BerniePortal through the active integration.
The Manage tab lists unresolved carrier messages for active integrations. A message can be a Failure, which blocks member enrollment, or a Warning, which identifies a potential issue. Users can review the BerniePortal and carrier values and submit a resolution for applicable messages.
The Carrier Exchange shows each carrier's most recent sync and provides an Audit Log for integration status changes and message resolutions. This gives brokerage teams one place to monitor the integration activity for their employers.