Best practices and strategy
Supplying ongoing enrollment data to your group’s insurance carriers can be a manual, error-prone, and tedious task. Employee Navigator’s Carrier Data Exchange was designed to create a more efficient, accurate, and fully automated solution that allows for a smooth transition of data from Employee Navigator to our integrated carriers, all at no cost to brokers. Our integrated partners represent a majority share in the market across medical, dental, vision, ancillary, and fringe insurance products. The integration process typically begins with just a click of a button in Employee Navigator and is facilitated by the carrier’s EDI team. Once integrated, we’ll automatically send eligibility data for new hires, changes, and terminations, eliminating hours of manual work for your team.
For those who have not yet licensed with Employee Navigator, Employee Navigator’s Marketplace is a great way to see which carriers are currently connected, as well as any integrations that are in progress. Once licensed, users have full access to Employee Navigator’s support site, which provides detailed step-by-step broker instructions outlining the carrier’s supported features, inclusions, limitations, how to get started, and more.
To walk us through the best practices, we polled our Carrier integrations team for their expert recommendations:
- Begin by reviewing your Employee Navigator book of business to identify the carriers you work with most frequently, considering volume and lines of coverage. Then, compare your list with the Employee Navigator Integrations article on our support site to see which partners are currently connected.
- Pro tip: The broker-level Partner Connections report is an excellent resource for evaluating your existing business on the platform.
- Explore the “Getting Started” and “Data Exchange Integration Process” articles located under the Data Exchange Integrations tile on the support site.
- Choose one carrier to begin with and review their designated broker Instructions article to understand supported features, requirements, and setup steps.
- Ensure your data is clean and accurate. Data in Employee Navigator should match the carrier’s system to avoid delays during validation. Use Employee Navigator’s reporting tools to compare demographic and enrollment information with the carrier’s records or the most recent bill. Accurate data, such as full addresses and gender, is essential, as most carriers run a test file before activating a group on the Data Exchange.
- Select groups that are a strong fit for Employee Navigator and align with the carrier’s documented inclusions. This helps ensure a smooth and efficient onboarding experience.
- Stay engaged during the integration process. Once the integration process begins, be responsive to your carrier’s action items and requests. Broker engagement plays a major role in how quickly groups can be onboarded; some carriers can complete activation in just a few days or weeks.
- If you need assistance, we’re here to help. Each Broker Instructions article includes key contact information, and the Employee Navigator team is also available at carriers@employeenavigator.com.
