Where do I find a group number for a carrier?

Where do I find a group number for a carrier?

Where do I find the group number for a carrier?

The group number is a unique identifier assigned by the insurance carrier to each employer group. This number is essential for configuring carrier integrations in the Carrier Exchange. Here are the most common places to locate it.

Carrier Documentation

Enrollment Paperwork The group number typically appears on the initial enrollment documents provided by the carrier when the employer first set up their benefits. Look for labels such as "Group Number," "Group ID," or "Policy Number."

Welcome Packets and Letters Most carriers send welcome packets or letters when an employer establishes coverage or at each renewal. The group number is usually prominently displayed in these materials, often on the first page.

Billing Statements Monthly or quarterly billing statements from the carrier typically include the group number, as it's necessary for the carrier to properly identify which group is being billed.

Carrier Portals and Websites

Broker Portal Access If you have access to the carrier's broker portal, the group number is usually displayed on the employer's account overview or summary page. This is often one of the quickest ways to retrieve the information.

Carrier Website Some carriers display group numbers when you log into their general website and view employer account information.

Employee Materials

ID Cards Insurance ID cards sometimes include the group number, though they more commonly show member-specific identification numbers. Check carefully, as the group number may be labeled differently or appear on the back of the card.

Summary Plan Descriptions (SPDs) Group numbers are often included in the employer's Summary Plan Description or other plan documentation distributed to employees.

Direct Contact

Ask the Carrier If you cannot locate the group number through documentation or online portals, contact the carrier's broker services or customer service team directly. They can provide the group number when you identify the employer.

Ask the Employer The employer's HR or benefits administrator likely has this information readily available, as they use it when communicating with the carrier about coverage.

Important Notes

  • Make sure you have the correct group number for the specific plan you're integrating. If an employer has multiple plans with the same carrier (e.g., multiple medical plan options), verify you're using the right group number for each plan.
  • Double-check that you're recording the group number accurately, as entering an incorrect number will prevent the integration from working properly.


    • Related Articles

    • How do I turn off a carrier exchange?

      How do I turn off a carrier integration? You can turn off a carrier integration at any time through the Configure tab. This will change the integration status to Disabled and stop all data communication between BerniePortal and that carrier. ...
    • How much does the Carrier Exchange cost?

      How much does the Carrier Exchange cost? The cost of the Carrier Exchange depends on your agency's relationship with BerniePortal and which carriers you integrate with each employer. Free Option No cost if BerniePortal is the general agency or ...
    • Can I update a group number after initial configuration?

      Can I update a group number after initial configuration? Yes, you can update a group number after the initial configuration. The Carrier Exchange allows you to edit group numbers at any time if you discover an error or if the carrier changes the ...
    • Why isn't my integration syncing?

      Why isn't my integration syncing? If you're experiencing issues with a carrier integration not syncing properly, there are several common reasons this might occur. Understanding the cause helps you determine the appropriate solution. Check the ...
    • What should I prepare before implementing carrier integrations?

      What should I prepare before implementing carrier integrations? Proper preparation before activating carrier integrations ensures a smooth onboarding experience and minimizes the number of error messages you'll receive once integrations become ...