Access enrollment and administration resources, coverage information, payment history, billing detail, and reporting options for continuation services through the secure BRI COBRA/Direct Bill Management Portal.
Our online portal, BRIWEB, provides a single, secure login for employers and plan sponsors to receive 24/7 access to all pre-tax and continuation services.
The Main Contact should do the following to get set up on BRIWEB:
If you do not have an email address on file with us or are not sure if you do, please contact your Assigned Account Manager at (866) 996-5200, Monday through Friday, 8am to 8pm ET, to have your password reset.
Once individuals are logged in to BRIWEB, they can click on the “COBRA/Direct Billing” tab to the left of their home screen to access the BRI COBRA/Direct Bill Management Portal.
If the COBRA/Direct Billing single-sign-on (SSO) feature is not yet activated, please email your dedicated COBRA administrator.
If the new user needs access to the COBRA portal, please email your dedicated COBRA administrator to enable our single-sign-on (SSO) feature.
If you need assistance with your login, please contact your Assigned Account Manager at (866) 996-5200, Monday – Friday, 8am – 5pm (Eastern Time) or email email@example.com.
On the Forgot Password page, enter your login ID. A temporary link to reset your password will be sent to the email you have on file with us. If you do not have an email address on file with us or are not sure if you do, please contact your Assigned Account Manager at (866) 996-5200, Monday through Friday, 8am to 5pm ET to have your password reset.
The BRI COBRA/Direct Bill Employer Portal allows employers to have instant and up-to-date information and access through a convenient web interface, all available through single sign-on with BRIWEB. Watch our video to get an introduction.
Still have questions? Review the sections below for additional information on navigating the BRI COBRA/Direct Bill Employer Portal. You can also download our “Benefit Continuation Client Guide” using the button below.
On the “Add Member” Screen, you’ll select a member type to add: Qualified Beneficiary, Direct Bill, or New Hire. Choose the member type and proceed through the steps, completing all required information. Once complete, the appropriate notification letter will be generated by the system and will automatically be sent for printing and mailing.
On the Home screen, you can search for Members by First Name, Last Name, Social Security Number (SSN), Individual ID, Member ID, or by Member Type (New Hire, Qualified Beneficiary, Direct Bill). You can also access these search functions by expanding “Members” on the left sidebar and selecting “Find Member.” Once you’ve located the member you are looking for, click on their name to see their individual member profile. Upon pulling up an individual member, you will get the option to look at their Profile, Communications, and Actions.
By expanding “General” in the sidebar, you’ll get access to information BRI has on file about your company, including:
Anyone in your organization who has access to the BRI COBRA/Direct Bill Management Portal will be displayed in the “Contacts” tab. You can see additional information by selecting the arrow to the left of the row or modify information there by selecting the icon to the right of the row. If there are additional people who you would like to have access to this portal, please reach out to your dedicated COBRA Account Manger.
The “Plans” tab under Qualified Beneficiary displays information on your company’s Qualified Beneficiary Plans. The main screen contains an overview of all plans, the insurance type, carrier, and other high-level information. Click the eye icon to the right of a plan to view:
If you use BRI for Direct Bill/Retiree Services, the “Plans” tab under Direct Bill will display information on your company’s Direct Bill Plans. The main screen contains an overview of all plans, the insurance type, carrier, and other high-level information. Click the eye icon to the right of a plan to view:
Reports available under “Accounting” and “Standard” reports will vary depending on what continuation services you have with BRI and how your plan is set up. You can select a report option to see a description of the report as well as the available report settings and format export options available to you. See the “Report Types & Descriptions” section on this page for a summary of all available reports.
Find the most recently used QBs, DB Members, New Hires, and Employer Divisions – sorted by the date and time last accessed.
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.
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.
The “Reports” sections of the BRI COBRA/Direct Bill Management Portals allow employers and brokers to run Standard Reports (non-financial information related to members, entities, letters, plans, and rates) and Accounting Reports (financial reports related to remittances, payments, cash activity, and refunds). Continue reading to learn more about the types of reports you can run and the options you have available to you in the portal.
Reports you may see under this section include the following:
Reports you may see under this section include the following:
Expand the “Imports & Reports” option in the sidebar. You’ll see options for “Accounting Reports” and “Standard Reports” there. Selecting a report will show you a description of what the report is and any available settings to filter/export it.
Under “Imports & Reports,” you’ll see “Job Queue,” which shows any active jobs in queue, and “Report Index,” which shows completed Employer Generated and Administer Generated Reports. Click the download icon to the right to download the report. Note that reports will be removed after 30 days.
Use the “Reports” dropdown at the top of the page. Select the report type that you’d like to run.
From the “Job Queue” page, you’ll see your submitted report listed at the top. Refresh the page to update the list (or wait until you receive an email notification from the system if you entered your email). Then, select “Download Results.” The report will populate in a new window.
Reach out to your dedicated COBRA Account Manager to discuss your reporting needs. If you don’t know who your specialist is, you’ll find their name and contact information on the Dashboard of BRIWEB.
Check out our BRI COBRA Renewal & Open Enrollment page. There, you’ll find helpful information and links about renewal for COBRA, Continuation, and Direct Billing in preparation for Open Enrollment.