Configuration & Setup
What are the two types of carrier messages?
Carrier messages in the Carrier Exchange Manage tab have one of two severity types: Failure or Warning. Use the severity type to decide which messages to address first. Failure messages Failure messages are critical issues that block a member's ...
When should I configure new carrier integrations relative to Open Enrollment?
You can configure a supported carrier integration without waiting for Open Enrollment to close. The Carrier Exchange configuration flow does not require Open Enrollment to be closed. What happens after configuration After you turn on an integration ...
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 ...
What are the three integration statuses and what do they mean?
In Carrier Exchange, open the Configure tab and expand a carrier to view the Integration Status for each plan. Agency users, brokers, and service team members with Carrier Exchange access can view these statuses. Pending Pending means the carrier ...
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 does the ratio displayed for each employer mean (e.g., "2/4")?
The ratio displayed next to each employer name in the Configure tab provides a quick, at-a-glance view of their carrier integration status — making it easy to see which integrations are already configured and where additional opportunities still ...
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 ...
What information do I need to configure a carrier integration?
To configure a carrier integration, you need a non-empty group number and an employer that appears in the Carrier Exchange Configure list. Before you begin: Access: General agencies, agencies, brokers, and service team members can access Carrier ...
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 ...
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 ...