Where do I find a group number for a carrier?
Find a group number that has already been saved in Carrier Exchange from the carrier's plan list.
Who can view group numbers: General Agencies, Agencies, Brokers, and Service Team Members with access to Carrier Exchange. Service Team Members with read-only access can view the group number but cannot edit it.
To find a saved group number:
- In the top navigation, select Carrier Exchange, then select the Configure tab.
- Select the employer. If you are viewing agencies, select the agency first, then select the employer.
- Select the carrier to expand its plan list.
- Find the saved number in the Group Number column.
A group number is shown for an enabled carrier integration. If the carrier integration is disabled, the plan list shows N/A instead.
To change a saved number, see Can I update a group number after initial configuration?
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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 ...
How do I turn on a carrier integration?
Turn on a carrier integration from the Configure tab in Carrier Exchange. Only employers with plans eligible for the Carrier Exchange appear in this list. Who can turn on an integration General Agency, Agency, Broker, and Service Team Member accounts ...
Can I update a group number after initial configuration?
Yes. You can update the group number for an enabled carrier integration after its initial configuration. You can change it again later by following the same steps. Who can update a group number? General Agency, Agency, Broker, and Service Team Member ...
What information do I need to configure a carrier integration?
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Why isn't my integration syncing?
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