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OE - 2021 BrokerEngage ® Checklist
Open-Enrollment is an experience that can be both challenging and rewarding. The BenefitAlign ® support team understands this and we are geared up and ready to help you at this crucial time.
We have prepared a checklist for BrokerEngage ® as part of this year’s preparation. It is important that you complete all points in this checklist before OE starts.
Our customer feedback made us realize that most challenges you face during OE can be avoided with these checkpoints.
Profile Information
  • Please check and ensure that you enter the correct profile information in BrokerEngage ®
  • All communication (proposals & email notifications) sent out to your clients will use the contact information present in your profile
NPN, Agent ID, Writing Number
  • Please ensure that the NPN or your carrier specific Agent ID or Writing Number is entered correctly while setting up your carrier appointments
  • This will save your time and avoid delays when processing applications during OE
Carrier Appointments
  • Submit test applications through BrokerEngage ® to confirm that the right (AOR) agent on record is set-up for all carrier appointments
  • This will avoid unpleasant surprises while managing your commissions
Trading Partner Logins
  • Please ensure that your Trading Partner Login information is up-to-date in BrokerEngage ®
  • This is a crucial check to avoid delays while processing applications, especially those that have an upcoming and immediate effective date
  • This will also help you avoid contacting the carriers to unlock your account during OE
If you would like help, our customer support team is ready to guide you through each point in the checklist. Contact us at 888-556-3382  or email us at customerservice@benefitalign.com  for any assistance.
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New Features in CustomerEngage

 June 21, 2020

The carrier statement mapper provides a new interface for easily uploading carrier statements in CustomerEngage. This feature eliminates the need to separate the carrier statements by various product categories/LOBs or by year.
Users can import the carrier statements downloaded from the Carrier website in MS Excel format directly into CustomerEngage with minimal formatting . They can also save their file structure mappings for future reuse.

The Medicare customer

 June 21, 2020

The carrier statement mapper provides a new interface for easily uploading carrier statements in CustomerEngage. This feature eliminates the need to separate the carrier statements by various product categories/LOBs or by year.
Users can import the carrier statements downloaded from the Carrier website in MS Excel format directly into CustomerEngage with minimal formatting . They can also save their file structure mappings for future reuse.