Best Practices
Should I have employers monitor their own Manage tabs?
Employers with at least one Active carrier integration can use Benefits > Manage to review and resolve carrier messages for their organization. Decide in advance whether your team, the employer, or both will own that work. Choose an ownership model ...
How often should I monitor the Manage tab?
Use the unresolved carrier messages email notification as your prompt to review the Manage tab. The Manage tab is where you review and resolve carrier messages, including Failures that block member enrollment and Warnings that need attention. When ...
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 ...
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 ...