Configuration & Setup
What are the two types of carrier messages?
Carriers send two severity types of messages through the Carrier Exchange: Failure messages and Warning messages. Understanding the difference between these message types helps you prioritize which issues need immediate attention. Failure Messages ...
When should I configure new carrier integrations relative to Open Enrollment?
When should I configure new carrier integrations relative to Open Enrollment? Best practice is to configure and turn on new carrier integrations after Open Enrollment has closed for the employer group. Why Wait Until After Open Enrollment? ...
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. ...
What are the three integration statuses and what do they mean?
What are the three integration statuses and what do they mean? Carrier integrations in the Configure tab display one of three possible statuses. Understanding these statuses helps you know whether data is actively syncing with carriers and what ...
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 ...
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 ...
What information do I need to configure a carrier integration?
Configuring a carrier integration requires minimal information, but having accurate data prepared in advance will ensure a smooth activation process. Required Information Group Number: The only piece of information required to configure a carrier ...
How do I turn on a carrier integration?
Turning on a carrier integration is a straightforward process that begins in the Configure tab of the Carrier Exchange. Step-by-Step Process Step 1: Locate the Employer: Navigate to the Configure tab in the Carrier Exchange. You'll see a list of all ...
How do I access the Carrier Exchange in BerniePortal?
How do I access the Carrier Exchange in BerniePortal? Accessing the Carrier Exchange is straightforward once you log into your BerniePortal account. Locating the Carrier Exchange Tab When you log into BerniePortal, you'll see a tab labeled Carrier ...
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