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 Exchange from the top navigation. Each of these roles can see the Manage, Pending, Configure, and Audit Log tabs. Employer accounts do not have access to Carrier Exchange tabs.
The information available depends on the employers connected to the user:
- General Agency users can work with eligible employers across their agencies.
- Agency users can work with eligible employers connected to their agency.
- Brokers and Service Team Members can work with eligible employers available through their brokerage relationships.
Service Team Member read-only access
A Service Team Member with read-only access can view Carrier Exchange information for the employers available to them. They cannot enable or disable a carrier integration or edit a group number in Configure.
Related Articles
What can employers see and do in the Carrier Exchange?
Employers use Benefits > Manage to view and resolve actionable carrier messages for their own organization. To access: In the top navigation, select Benefits. Select Manage. The Manage page is available when the employer has an active carrier ...
What is the Audit Log tab used for?
The Audit Log tab gives agency-side Carrier Exchange users a history of integration activity and message resolutions for the employers available to them. General Agency users, Agency users, brokers acting in their broker role, and service team ...
How should I manage expectations about integration timelines?
Set expectations around the integration status, not a promised timeline. A Carrier Exchange plan remains Pending until its coverage period is activated. The status changes to Active automatically when BerniePortal receives the coverage period’s ...
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 access the Carrier Exchange in BerniePortal?
Access the Carrier Exchange from the navigation available for your current account role. Who can access Carrier Exchange General agencies, agencies, brokers, and service team members can access Carrier Exchange from the primary navigation. Employers ...