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 integration and receives carrier discrepancies in return.
Reduces manual enrollment updates
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.
Keeps carrier discrepancies in one workspace
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.
Makes integration activity easier to trace
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.
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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 are the main benefits of using the Carrier Exchange?
The Carrier Exchange helps you manage supported carrier integrations for your employers from BerniePortal. After a carrier integration is active, BerniePortal sends the applicable group, subscriber, dependent, and election information to the ...
How much does the Carrier Exchange cost?
Carrier Exchange billing depends on each employer's active integrations, enrolled employees, and Carrier Exchange billing settings. Your account may use standard defaults, custom rates, or a no-cost arrangement. How Carrier Exchange is billed Charges ...
Who has access to the Carrier Exchange?
Carrier Exchange access is based on the account role currently in use. Who can access Carrier Exchange General Agency users, Agency users, brokers using the Broker role, and Service Team Members using the Service Team Member role can open Carrier ...
How do I turn off a carrier exchange?
Turn off a carrier integration from the Configure tab when you no longer want it enabled for an employer. You can turn it on again later. Who can turn off a carrier integration? General Agency users, Agency users, brokers, and Service Team Members ...