Defining Insurance Carriers

To track and associate insurance carriers with a plan, you must define your company's insurance carriers.

  1. Access Insurance Entity (BN01.1).
  2. Specify this information:
    Insurance Entity

    Specify the code to represent the insurer.

    Entity Type

    Select an entity type to identify whether this trading partner is an insurance carrier, a broker or sales office, or a third-party administrator.

    Entity ID

    Specify the insurer's identification number.

    ID Classification

    Select an ID classification to identify whether this is a federal ID, a HIPAA ID, or another ID.

    Contract

    If your contract with this carrier involves a main policy or contract number, you can specify the number here instead of on Benefit Plan (BN15.1).

    If you specify it here, the policy number serves as the policy or contract number for all plans associated with this carrier.

  3. Fill out the remaining fields.
  4. Click Add.

Related reports and inquiries

Function Form
View a specific insurance carrier. Insurance Entity Listing (BN201)