Carrier Key Contact

PLEASE NOTE: THIS FORM WILL AUTOSAVE YOUR ANSWERS AS LONG AS YOU ARE USING THE SAME BROWSER WHEN YOU RETURN TO THE FORM

What is a Carrier Key?

Carrier Key is a method that BBS uses to provide smaller groups or groups with lines of coverage that cannot be transmitted via EDI file, with the ability to have their eligibility maintenance processed within the carrier portal.

This eliminates the need for HR to duplicate entering adds, terms, and changes in both the Benefits Administration portal and the carrier portal.

Agency Name*

Agency Point of Contact*

Agency Point of Contact - Email*

Group Name*

STEP 1

Step 1: Who can provide BBS access to the carrier portal (the Employer Group, the Broker, or the Carrier)?

If BROKER or EMPLOYER GROUP can provide access, proceed to Step 2. If CARRIER must provide access, proceed to Step 3.

STEP 2 : For Employer Groups and Brokers

Step 2: EMPLOYER GROUPS or BROKERS: Please create the following username for the carrier portal and email the login credentials to sales@brokerbuildersolutions.com ;

BBScarriername_groupname (Example: BBScarriername_groupname)

STEP 3 : For Carriers

Step 3: If only the CARRIER can provide BBS access to the portal, please proceed as follows;

If carrier must provide access, please have the employer group provide a brief statement on company letterhead advising the carrier to grant BBS permission to set up access to the site. See sample letter:

Sample Letter to Carrier - For Carrier Key Use Only (click Arrow to Open)

If carrier has to grant BBS access to the site, below is a sample letter that can be used from the group to the carrier. Letter should be typed on employer group company letterhead.

Dear BCBS NC (example only),

Broker Builder Solutions, LLC, has been contracted to manage the employee benefit enrollment maintenance on behalf of [Insert Employer Group Name], for [Insert Carrier Name and Plans] [Group/ID # ] in partnership with their Benefits Broker [Insert Broker/Agency Name]   Your assistance with the following is greatly appreciated;

1) Login Credentials created to your carrier web portal. The naming convention should be as follows; BBScarriername_clientname (Example: BBSanthem_walmart)

2) Instructions on managing adds, terms, and changes with the portal

3) Current enrollment census inclusive of covered employees and dependents to allow us to conduct an audit to ensure the data is in sync prior to implementing the process.

Sincerely,

Name / Title
Phone Number
Email

Specify Carrier Key Contact(s)

Please use the “ADD NEW CARRIER” Button to repeat the Section to add more Carriers. Then Proceed to Step 1.

Carrier Key Contact

Once we have this information, our Eligibility Team will verify that we have access to each of these carriers.

Data Auditing*

It is highly recommended that clients have an audit/reconciliation process in place to audit and reconcile carrier invoices and enrollment data monthly. If no solution is in place, BBS will schedule a demonstration of the Data Validation Platform with the client to illustrate how the client may use our Data Validation Platform as a Self-Service audit solution. Should the client choose to subscribe to the platform, the cost associated with the subscription of the platform is the responsibility of the client unless otherwise indicated. Do you have an auditing solution in place?

Yes

No

How frequently does your organization audit/reconcile enrollment data?*

If "Other" selected above, please provide a brief description:

Does your current solution include any of the following?*

If "Other" selected above, please provide a brief description:

Terms and Conditions*

By checking this box I agree to the Payment Terms and Conditions for these services as outlined in my Agency Support Contract and/or case set up form.

Terms of Service: Our Data Management Solutions products and services adhere to the Broker Builder Solutions Terms of Service. These terms may be accessed by clicking here.

Yes, I agree

Signature for Terms and Conditions*

Please enter your name

Write Here

Date*

×

Carrier Key Contact

Form successfully restored

Carrier Key Contact

STEP 1

STEP 2 : For Employer Groups and Brokers

STEP 3 : For Carriers

Sample Letter to Carrier - For Carrier Key Use Only (click Arrow to Open)

Specify Carrier Key Contact(s)

Carrier Key Contact

Your form has been submitted