Getting Started / Overview
Can I activate some integrations for some employers but not others?
Yes. Carrier Exchange integrations are configured separately for each employer and carrier, so you can enable an integration for one employer without changing any other employer's integrations. To review the employers available to you, select Carrier ...
How is information communicated between BerniePortal and the carriers?
Carrier Exchange uses Ideon as the integration layer between BerniePortal and supported carrier integrations. BerniePortal sends information for configured integrations to Ideon, and Ideon returns status updates and processing errors to BerniePortal. ...
What are the main benefits of using the Carrier Exchange?
The Carrier Exchange helps you manage supported carrier integrations for your employers from BerniePortal. After a carrier integration is active, BerniePortal sends the applicable group, subscriber, dependent, and election information to the ...
What problems does the Carrier Exchange solve?
The Carrier Exchange helps brokerage teams manage the enrollment work that follows an employee benefits change. When a supported carrier integration is active, BerniePortal sends eligible group, member, dependent, and election data through the ...
How does the Carrier Exchange work?
The Carrier Exchange connects BerniePortal with supported insurance carriers through Ideon. It helps keep carrier enrollment information aligned with the information managed in BerniePortal. Who uses Carrier Exchange? Carrier Exchange is available to ...
Popular Articles
Understanding the Complete Benefits Lifecycle
Effective benefits administration requires navigating a comprehensive lifecycle. This includes creating materials for potential hires, ensuring compliant onboarding documentation, supporting active employee enrollment, managing ongoing compliance ...
Login Instructions - Administrator Help
An employee's initial username and password depend on how they were added to BerniePortal. Use the matching section below when you share login instructions with employees. Employers and Feature Admins can look up the Employer Code and redownload a ...
Onboarding Document Categories
Document categories group onboarding paperwork. BerniePortal includes five standard categories—W-9, I-9, W-4, Direct deposit authorization, and State Withholding—and you can add custom categories. Custom category order controls the order employees ...
Hiring Managers, Hiring Influencers, and Their Capabilities
Each job in BerniePortal Recruiting has a Hiring Team. That team includes one Hiring Manager and optional Hiring Influencer(s). These are per-job assignments for employees—not company-wide roles. The same person can be Hiring Manager on one job and ...
Splitting Your Bill by Billing Subgroup
Generate separate monthly bill PDFs for each Primary Billing Subgroup. When this setting is on, future bill downloads can include a total bill plus a PDF for each Primary Billing Subgroup that has charges. To generate monthly bills for each Billing ...