BRI COBRA/DIRECT BILL BROKER PORTAL
The BRI COBRA/Direct Bill Broker Portal provides broker partners hands-on management abilities to view and modify details for contacts, QB Plans, SPM plans, bundle plans, continuation rules, divisions, member records, communications, and more for all clients they work with, as well as run reports.
Still have questions? Review the sections below for additional information on navigating the BRI COBRA/Direct Bill Broker Portal, organized by tab.
Once logged in, you’ll see all of the client accounts assigned to you listed on the left-hand side of your homepage. Clicking on the client will bring you to the “General” tab. You can see additional information about the client by navigating through the other tabs in the sub-menu.
You can also search for the client’s name in the “Client Name” search bar on the left. Note that this system is particular with text fields, so don’t forget your commas and be careful with the spacebar.
From the “General” tab, you can see and modify primary address, phone number, fax, client options, QB options, and SPM options for the client you have selected.
In the “Contacts” tab, you can see all contacts associated with a particular company and information about them, including their name, email, tyle, registration code, registration date, username, and whether or not they are an active user. Reach out to your dedicated COBRA Account Manager to assist with new users.
On the “QB Plans” and SPM Plans” pages, you’ll see a list of all Plans associated with COBRA QBs or Direct Bill/Retiree SPMs on the applicable page. Selecting the plan that you want to view the detail will allow you to review the setup related to plan names, carrier ID numbers, insurance, and rate type. Then, you will have three additional sub-tabs appear: General, Rates, and Subcodes.
- General: Shows Carrier information, plan settings, and open enrollment settings.
- Rates/Rates & Admin Fees: Click “View” to see the rate to make sure that all coverage levels and all rates are appropriately assigned in the system. If you should ever find a discrepancy, please make sure to advise us so that we can correct and update it.
- Subcodes: Shows data on carrier subcodes.
Under the “QB Bundles” and “SPM Bundles,” you’ll be able to see and edit any bundle information.
Set up continuation rules under the “Continuation Rules” tab by insurance type, state, and plan name. Once you select those, you can customize # months of coverage, # days to elect, # days to make 1st payment, and # days to make subsequent payments for the employee and dependent independently. Then, select the letter insert(s) applicable.
From the “Billing Freq” tab, you can see billing frequency client option overrides.
Selecting the “Divisions” tab will show all divisions set up under the plan. Select the division to see additional information regarding contact information, contacts, QB plans, SPM plans, and communications.
To view a member record, click the “Members” tab. Select the correct category of record (COBRA = QB, Direct/Retiree Billing = SPM, New Plan Member = NPM). From here, you can search for an existing member or add a new member. Use any other options available on the page to filter your search results. Once you select a member, it will pull up the member detail and you will have a new sub-menu appear. The tabs in the sub-menu that are available will depend on the record type you select.
The “Profile” page will contain a high-level summary of important information, which can be viewed as a Profile Report or printed. Other tabs you may see include information on contact/demographic details, plans, dependents, subsidies, payment and premium information, letters, and communications. Anything in these tabs with a red text field is required by the system.
From the “Members” tab, select the type of member you would like to add (QB, SPM, NPM), then select the green “+”. Proceed through the steps, ensuring that all required information outlined in red is completed. You can also add a new member using “Wizards” from the top menu, then selecting the available wizard for the type of member you’re adding.
The “Letter Types” tab allows the COBRA Administrator to override any ‘excluded’ setting for the different letter types under your COBRA/Direct Bill plan.
Use the “Reports” dropdown from the top menu to access “Standard” and “Accounting” reports. You can run a report for a specific client and division or run the report for “ALL.” See the “Reports” section below for more information on reports.
