What should I prepare before implementing carrier integrations?

What should I prepare before implementing carrier integrations?

Before enabling a carrier integration, confirm that the employer and carrier are ready for the requirements BerniePortal checks during configuration.

Who can prepare carrier integrations?

General Agency, Agency, Broker, and Service Team Member users can access the Carrier Exchange. Service Team Members with read-only access can review the configuration but cannot enable an integration.

Preparation checklist

  1. Confirm the employer has an eligible plan. The Configure tab lists only employers with plans eligible for the Carrier Exchange.
  2. Complete the employer's business address. An address, city, and state must be on file before an integration can be enabled.
  3. Have the carrier group number ready. BerniePortal requires a nonblank Group Number when you enable the integration.
  4. Be ready to choose the billing recipient. During setup, BerniePortal can ask whether to Invoice My Agency or Invoice Employer.

Next steps

When these items are ready, follow How do I turn on a carrier integration?.

For planning around enrollment periods, see When should I configure new carrier integrations relative to Open Enrollment?.