- Let's Get Started!
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What is Carrier Connection 1 min
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Portal Automation 3 min
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EDI 3 min
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FAQ's
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Terms & Definitions
- Next Steps
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Satisfaction Survey
Understanding Carrier Connection
Learn about Carrier Connection and the different services available: Portal Automation and EDI.
Welcome to Understanding Carrier Connection!
Learn about Carrier Connection and the different services available: Portal Automation and EDI.
Who should take this course?
This course is recommended for all Certified Broker Partners who have the following permissions:
- Admin
- Limited
- Renewals
- Fulfillment
- Fulfillment + Employee Editing
Topics we'll cover include:
- What is Carrier Connection.
- What is Portal Automation, requirements for Portal Automation, how it works, how to view the status of a benefit event sent through Portal Automation, and what happens when Portal Automation fails.
- What is EDI, requirements for EDI, how it works, and how to view the status of a benefit event sent through EDI.