Understanding Carrier Connection

Understanding Carrier Connection

Learn about Carrier Connection and the different services available: Portal Automation and EDI.

ABOUT

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.

CURRICULUM2 min/lesson

  • Let's Get Started!
  • What is Carrier Connection 0 min
  • Portal Automation 3 min
  • EDI 2 min
  • FAQ's
  • Terms & Definitions
  • Next Steps
  • Satisfaction Survey

ABOUT

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.

CURRICULUM2 min/lesson

  • Let's Get Started!
  • What is Carrier Connection 0 min
  • Portal Automation 3 min
  • EDI 2 min
  • FAQ's
  • Terms & Definitions
  • Next Steps
  • Satisfaction Survey