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Centralized Enrollment Clearinghouse System (CLER) for Agencies

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Viewing a Carrier Plan Contact Record

The View function allows users to view carrier plan contact records.

To View a Carrier Plan 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.

    Contacts Main Page

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

    Carrier Plan Contacts Page

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

    Carrier

    Plan

    Type

    Display

    Order By

  5. Select the Submit button to confirm all data entered. The Carrier Plan Contacts Search Results page is displayed.

    OR

    Select the Reset button to clear all data entered.

    Carrier Plan Contacts Search Results Page

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

    Carrier

    Plan

    Type

    Status

    Name

    Phone

    Email

    Options

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

    Carrier Plan Contacts View Page

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

    Carrier ID

    Plan

    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 Plan 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 Contact Record