Submitting an Open Enrollment Carrier Feed Review and Modification Project

This article provides an overview of the general process of an OE Carrier Feed Review & Modification project submission.

 

OVERVIEW

If you have carrier feeds, they need to be maintained and updated each year that your company goes through open enrollment. The first step to updating your carrier feeds is completing our Open Enrollment Assessment as soon as you have finalized your renewal decisions. Once that's completed, submit an OE Carrier Feed Review & Modification project through the Project Services Catalog to ensure that mandatory updates are made to your feeds to reflect your new plan information.

TIP:

If Namely is your broker, we'll complete the assessment and submit the project on your behalf!

Part of this project is making sure your carriers receive your open enrollment elections promptly. Most carriers require an independent file with your OE elections, even if no changes are being made. We'll coordinate with your carrier to ensure they have your elections quickly and accurately, so you don't encounter any coverage issues. We recommend reading this article that goes over Carrier Feed updates in more detail, to guarantee success:

This article will walk you through the process of submitting an Open Enrollment Carrier Feed  project. 

 

ACCESS

  1. In the HRIS, click the Billing tab.

  1. Select OE Carrier Feed Review & Modification. 

  • Once you have completed the Open Enrollment Assessment, you will only need to submit one project request for a flat fee of $1,000 for 1-2 existing feeds, $2,000 for 3-4 existing feeds, or $3,000 for 5 or more existing feeds. We will do the rest! 

  1. Complete the Open Enrollment Assessment if you haven't done so already. 

  1. Review the project details and provide the required information. 

  • Upload any necessary documents (i.e., new specifications and structure) to expedite the process. 

  1. Once the details are entered, click the blue Add to Order button > Checkout. 

  1. Review the order and click Purchase. 

  • Read theTerms and Conditions. 

  • Select the checkbox- "I agree to purchase these services on behalf of my company" 

  • Enter the Name of the submitter. This name will be associated with approval to purchase services. 

Refer to Using the Project Services Catalog for further details. 

 

SAMPLE TIMELINES

Carrier Feed Review and Modification Timeline 

Download a sample timeline that indicates the major milestones when you submit an OE

Carrier Feed Review & Modification project. 

Refer to this document for more information: Timeline OE Carrier Feed Review and Modification 

Open Enrollment Configuration + Carrier Feed Review and Modification Timeline 

Need to submit an Open Enrollment project in addition to an OE Carrier Feed Review & Modification project? The sample timeline in the Timeline OE and OE Carrier Feed Review and Modification article indicates the major milestones you'll encounter when submitting both projects.