Carriers Overview

This screen will start you in the provider tab of the carrier contact information.


From the provider drop-down you will want to select the Carrier that you are configuring. The first and last name of the primary contact with the carrier is required and phone numbers with email addresses are preferred. After you have filled this information in you may select Save Provider to move on to the other tabs. Nothing else is needed for benefit configuration but additional data for export documents and information may be completed as well. To Add multiple or additional carriers, you will simply need to select Carriers at the top of your page to add another. To edit any carrier information like contact name, number or email, you will want to select the carrier name from this same screen. By performing this action, you can edit the name or any information on this selected carrier.

To add a new carrier, use the Actions drop-down menu and click Add New Carrier.


Three tabs are available:

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