Pending Tab
Can I filter pending integrations?
Yes. Use the filters on the Pending tab to narrow the Pending Plans table. Who can use the Pending tab: General Agency users, agency users, brokers, and service team members. General Agency users also see the Agency filter. To filter pending plans: ...
How should I communicate with carriers while an integration is pending?
While a carrier integration is Pending, BerniePortal does not communicate eligibility updates to the carrier. Continue managing eligibility manually through the process already established with that carrier. BerniePortal does not provide ...
Do I get charged for integrations in pending status?
No. Carrier Exchange integrations shown as Pending are not included in billing. Billing calculations include carrier integrations only when the coverage period is active and has enrollments. Pending integrations remain outside those calculations ...
How long does it take for a pending plan to become active?
BerniePortal does not set a fixed activation timeframe for pending carrier integrations. An integration becomes active after Ideon sends BerniePortal a coverage-period status change to production. General Agency and Agency users, along with Brokers ...
What is the Pending tab used for?
The Pending tab lists carrier plans associated with carrier integration coverage periods in Pending status. It gives you one place to review plans that have not moved to Active status. Who can use it: General Agencies, Agencies, users acting as ...