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.
Name / Title