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Centralized Enrollment Clearinghouse System (CLER) for Agencies

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Viewing a Carrier Contact Record

The View function allows users to view carrier contact records.

To View a Carrier Contact Record:

  1. Select the Carrier tab on the CLER Main Menu. The Carrier Main Page is displayed.

    Carrier Main Page

  2. Select Contacts on the Carrier Main Page. The Contacts Main Page is displayed with the Carrier Contacts and Carrier Plan Contacts options.

    Contacts Main Page

  3. Select the Carrier Contacts link to display the Carrier Contacts page.

    Carrier Contacts Page

  4. Complete the following fields on the Carrier Contacts page:

    Carrier ID

    Type

    Display

    Order By

  5. Select the Submit button to confirm data entered. The Carrier Contacts search results page is displayed.

    OR

    Select the Reset button to clear all data entered.

    Carrier Contacts Search Results Page

    The data on the Carrier Contacts search results page is categorized into the following fields:

    Carrier ID

    Type

    Status

    Name

    Phone

    Email

    Options

  6. Select the View button next to the applicable record. The Carrier Contacts View page is displayed.

    Carrier Contacts View Page

    The data on the Carrier Contacts View page is categorized into the following fields:

    Carrier ID

    Type

    Role

    Name

    Address Line 1

    Address Line 2

    Address Line 3

    City

    State

    Zip

    Foreign Country

    Phone Number

    Fax Number

    Email Address

    Remarks

    Last Changed ID

    Last Changed Date

    Last Changed Time

    Note: To view another record select your browser’s Back button to return to the Carrier Contacts search results page, then select the View button next to the applicable record.

See Also

Viewing Carrier and Carrier Plan Contact Record

Viewing a Carrier Plan Contact Record