Use the integration status to identify why an integration is not syncing. Last Sync shows the most recent carrier update after an integration is active.
Who can use Carrier Exchange?
Carrier Exchange is available to General Agency and Agency users, and to users acting as a Broker or Service Team Member. Service Team Members with read-only access can review configurations but cannot change them.
Check the integration status
Open Carrier Exchange, then select Configure.
- Select the employer, then expand the carrier.
- Review each plan's Integration Status.
Pending means the plan integration is not yet being used. Most plans become active within 60 days. While a plan is pending, manage eligibility with the carrier outside of the integration.
Active means the plan is successfully integrated with the carrier. Continue to the Last Sync section below to review the carrier's most recent update.
Disabled means the carrier integration is off. In Configure, turn on the carrier integration, enter the Group Number, and select Save. This starts the integration in Pending status.
Review Last Sync for an active integration
Open Carrier Exchange, then select Manage.
- Review Last Sync to see the carrier name and the time of its most recent update.
- Select Carrier Sync History to review the most recent update for each carrier.
- Review any carrier messages in Manage. Failure messages block a member's enrollment; warning messages identify issues that may need attention.
If an integration is Pending or Disabled, resolve that status before expecting a Last Sync update. If it is Active, use the Last Sync time and carrier messages to determine what needs attention.
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