Manage Tab
How quickly do resolved messages sync to the carrier?
When you resolve a carrier message, BerniePortal immediately sends the resolution to Ideon. A successful submission removes the message from your current Manage list, but it does not provide a carrier receipt or processing time. BerniePortal does not ...
What does it mean when there are no messages to display?
In the Manage tab, All clear! You have no unresolved carrier messages. means there are currently no unresolved carrier messages to review. For General Agency users, Agency users, Brokers, and Service Team Members with access to the Manage tab, this ...
What happens if I resolve an error incorrectly?
Resolving a carrier message does not update information in BerniePortal. If you select the carrier's value, update the corresponding information in BerniePortal. Otherwise, the message can continue to appear after the carrier syncs. If the message ...
What filtering options are available in the Manage tab?
Use the filters at the top of the Manage tab to narrow the carrier messages displayed. The available filters depend on your role. General Agency Severity Type: All Severity Types, Failure, or Warning. Agency: All Agencies or a specific agency. Issue: ...
How do I resolve carrier messages?
Resolve carrier messages from the Manage page by reviewing the message and completing the action shown in its resolution window. To access carrier messages: Agency, broker, service team member, and general agency users: Select Carrier Exchange in the ...
What is the Manage tab used for?
The Manage tab lists unresolved carrier messages for active carrier integrations. Use it to review discrepancies, filter messages, check carrier sync activity, and resolve messages. To access: Agency, broker, service team member, and general agency ...