With Benefix, you can easily check on the live up-to-date status of our carrier's rate availability right from your dashboard!

Product Availability Basics

1. To get started, click on the 'Product Availability' button on your dashboard:

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2. At the top of the page, there is a drop-down menu where you can view live up-to-date rate statuses for all active states within your account!

Understanding Carrier Product Cards

Each product card will indicate the Carrier's Name and State, Funding Type, Quarter Rate Status, Upcoming Quarter Rate Status, as well as any notes from our Operations Team.

1. The "Rate Availability" section of the product card indicates which quarters are live for the carrier:

2. The "Upcoming Quarter Rate Status" section indicates the progress of our Operations Team for the upcoming quarter's rates. This section will update in real-time to indicate if we are 'Awaiting Carrier Materials' for the next quarter, 'In Progress' by our Operations Team, or 'In Carrier Testing' by the carrier.

Understanding the 'Upcoming Quarter Rate Status':

We have a simple 3 step process when uploading rates into Benefix!

  1. Awaiting Carrier Materials, at this step, we are awaiting the materials from the carrier for their upcoming quarter.

  2. In Progress, we have received carrier materials, and our Operations Team is working hard to get them ready for carrier testing. We strive for less than a three-day turnaround to get rates and materials ready for carrier testing.

  3. In Carrier Testing, the carrier is testing their materials on Benefix for quality assurance and accuracy. We encourage our carrier partners to take no more than five days to complete their testing.

Once the carrier has completed their testing, we will set their rates live and add a new quarter to the 'Rate Availablity' section of the rate card, and reset the 'Upcoming Quarter Rate Status' back to "Awaiting Carrier Materials" for the next quarter!

*TIP* - You can expand each product card to a larger view by

clicking on the desired carrier card:

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