Manage Tab
What are common examples of Failure messages?
What are common examples of Failure messages? Failure messages are critical issues that block a member's enrollment with the carrier and require immediate action. These represent problems serious enough that the carrier cannot process or maintain ...
What are common examples of Warning messages?
What are common examples of Warning messages? Warning messages flag potential issues that aren't currently blocking enrollment but may require attention to prevent future problems. These discrepancies should be addressed, though they don't require ...
Can employers resolve messages themselves?
Can employers resolve messages themselves? Yes, employers can resolve carrier messages that appear for their organization. When you activate a carrier integration for an employer, that employer automatically gains access to a Manage tab in their ...
What is "Last Sync" and why is it important?
What is "Last Sync" and why is it important? "Last Sync" displays when each carrier most recently synchronized their data with BerniePortal. This information appears in the Manage tab and helps you understand how current the carrier messages and ...
What are the two types of carrier messages?
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 ...
What is the Manage tab used for?
What is the Manage tab used for? The Manage tab is your command center for reviewing and resolving carrier messages once integrations become Active. This is where carriers communicate discrepancies between their records and the enrollment information ...
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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 ...
Onboarding Document Categories
Say goodbye to endless paperwork! BerniePortal comes pre-loaded with five essential onboarding documents: W-4, W-9, I-9, State Withholding, and Direct Deposit forms. Beyond these standard documents, you can create custom onboarding categories to ...
Hiring Managers, Hiring Influencers, and Their Capabilities
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Splitting Your Bill by Billing Subgroup
Streamline your billing management by generating separate monthly bills for each primary billing subgroup. This feature is perfect for organizations that handle payments separately by division, department, or location. To access: Log in to ...