Business Manager

The Business Manager handles everything related to an organization and its Carrier approval process.

View Pending Carrier Applications

Once an organization has submitted an application for approval, a Business Manager can view the application information and decide if it is to be approved or rejected.

Go to the Carrier Applications Page

When logged in as an Admin or Business Manager, click the Carriers link in the side navigation panel.

View the List of Carrier Applications

Notice the Status is Incomplete for organizations who have not yet completed or submitted their application.

To view an application, click on the Binoculars icon in the Actions column of the table.

Once you review an application you may Approve or Reject it.

Approve a Pending Application

Before an organization ca be approved as a carrier, they must first submit an application for review.

Select An Application To View

Go to the Carrier Applications List page and select an application to view by clicking on the binocular icon.

Use the buttons to view the different pieces of information for this application, and then click the Approve application button.

Confirm The Approval

Click the Confirm button to finalize the approval for this application, or click Cancel to return to the previous screen.

Reject a Pending Application

Before an organization ca be approved as a carrier, they must first submit an application for review.

Select An Application To View

Go to the Carrier Applications List page and select an application to view by clicking on the binocular icon.

Use the buttons to view the different pieces of information for this application, and then click the Reject Application button.

Confirm The Rejection

Fill in the Reason for Rejection and click the Reject Application button to finalize the rejection for this application, or click Cancel to return to the previous screen.

Reason for Rejection

Before you can reject the application, you must give a reason for the rejection. This will provide feedback to the organization so they can know why their application was rejected so they can fix it and resubmit.

The Reason for Rejection will show up on the organization's Carrier Profile so they can see the response and react to it.

After they update their information the organization can reset the application status and resubmit.