What our employees think of the BerniePortal features

Posted by Coby Randles on Apr 25, 2017 2:30:00 PM

Why we use BerniePortal every day

BerniePortal has multiple features that help facilitate daily tasks met by employers and employees. We often talk about how these features can work for you and your business, but let’s take a look at the managers in each department here at BerniePortal and see what features their teams utilize the most and why they can’t live without specific features.


The top features that a majority of the managers love most are Onboarding, Time & Attendance and PTO. These three also tend to be the most popular with our clients who are already utilizing BerniePortal’s features.

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Tags: broker software, health insurance brokers, brokers, HR, employees, employer, technology, hr software, broker, online benefit administation, onboarding, benefits administration, software, going online, features, PTO

How going online can mark a new era for your agency

Posted by Emily Kubis on Apr 24, 2017 8:16:36 AM

Brokerage 2.0

What is the future of broker agencies? The insurance industry is not immune from Silicon Valley disruption, and changes are coming fast to agencies serving the small to mid-sized employer market. Technology is leading the disruption, but it is also part of the solution. By going online, you can offer your clients more than ever and position your agency for future success.

“I saw the Zenefits of the world, and I saw our competition agencies having proprietary enrollment systems...but that’s not the best service model. We’ve got the local perspective and support and service, but we’ve got a national level enrollment benefits portal that can compete with anybody.” -Grant Hendrickson, Brogan, Reed, Van Gorder & Associates

Download Brokerage 2.0 to learn more about how a benefits administration platform can mark a new era for your agency, or read on for a brief excerpt.

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Tags: broker software, health insurance brokers, brokers, HR, technology, hr software, broker, online benefit administation, benefits administration, software, going online, client success, buildout, buildouts, build-outs, build-out

The two approaches to building a benefits system

Posted by Alex Tolbert on Apr 21, 2017 10:59:42 AM

Check out this column in BenefitsPro:

When evaluating benefits administration platforms for your agency, there are seven criteria brokers should use to compare options. We covered the first — the company’s background — in a previous column, and now we’ll take a look at the second — the two approaches to building a benefits platform.

I know the two approaches well, as I’ve been a part of both. The first approach is called the “benefit-centric” approach. The second is the “employee-centric” approach.

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Tags: broker software, health insurance brokers, HR, hr software, broker, online benefit administation, benefitspro

How does my clients’ benefit information get into BerniePortal?

Posted by Emily Kubis on Apr 19, 2017 10:07:40 AM

The buildout process

One question we often hear from brokers is “How does the benefit information get into BerniePortal?” Our buildout process is one of our key differentiators, because our Client Success team fully handles implementation for your groups.

That means no need to staff up to get your clients online—BerniePortal is the team behind your buildouts. Not only that, we’re industry-leading in our turnaround time.

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Tags: broker software, health insurance brokers, brokers, HR, technology, hr software, broker, online benefit administation, benefits administration, software, going online, client success, buildout, buildouts, build-outs, build-out

Learn more about what BerniePortal offers

Posted by Coby Randles on Apr 14, 2017 2:00:00 PM

4 ways to learn about BerniePortal features

BerniePortal offers numerous features, which can seem overwhelming at times. Rest assured, our benefits administration software is easy to use, but for those first-time users or clients interested with going online, we offer various types of educational materials to help you feel more comfortable and informed. Let’s take a look at some of the ways you can learn more about how our features can work for you.

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Tags: broker software, health insurance brokers, brokers, HR, employees, employer, technology, hr software, broker, online benefit administation, onboarding, benefits administration, software, going online, features, PTO

Why BerniePortal?

Posted by Emily Kubis on Apr 14, 2017 10:16:43 AM

Built by brokers for brokers

BerniePortal was built by brokers, for brokers, and it’s our foundation of deep benefits-industry knowledge that makes us the best fit for agencies.

Whether you’re looking to maximize your clients’ ancillary benefits, increase your HR and compliance consulting services, or simply get open enrollment online, BerniePortal is an industry-leading software platform fit for the job.

Our platform is best-in-class, and “The BerniePortal Difference Guide” is a free, quick overview on our key features and functions.

Here’s what’s included:

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Tags: broker software, health insurance brokers, brokers, HR, technology, hr software, broker, online benefit administation, benefits administration, software, going online, client success

New benefits study uncovers what employees actually want

Posted by Sarah Weinstein on Apr 11, 2017 7:00:00 AM

3 employee benefit wishes

A new study by MetLife found that 58 percent of employees are interested in customizable benefit plan options. More specifically, employees surveyed said they wanted to see a range of benefits and most of them are willing to pay for them. Here are three findings from the survey that may surprise you:

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Tags: broker software, health insurance brokers, brokers, HR, employees, employer, technology, hr software, broker, online benefit administation, onboarding, benefits administration, software, going online, features, PTO

Buying Benefits Administration Software: The Broker’s Workbook

Posted by Emily Kubis on Apr 10, 2017 9:28:11 AM

Buying software? Take time to fully envision the process

With more than $1 billion of venture capital poured into online benefits administration, brokers today face a decision with dramatic implications. Agencies can either select a platform and incorporate it into their value proposition, or let clients select their own software.

But with hundreds of benefits administration software out there, what are the chances all of your clients will choose the same platform, or even the same five platforms? If you let your clients pick their own systems, this is the scenario you will face.

In an alternate scenario, your agency selects a system, develops best practices and rolls out to your clients in a confident manner maximizing success. Enrollments run smoothly, clients are happy, and you’re able to position your agency as addressing both long-term health benefits strategies, as well as the acute, transactional challenges of HR and benefits administration.

It’s clear we recommend the latter scenario. But this opens up a world of other questions. How do you select a software? What does the buying process entail? We cover all of this and more in Buying Benefits Administration Software: The Broker’s Workbook.

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Tags: broker software, health insurance brokers, brokers, HR, technology, hr software, broker, online benefit administation, benefits administration, software, going online, client success

Daily features employers should be offering

Posted by Coby Randles on Apr 7, 2017 12:40:55 PM

If offered, employees will utilize an online platform.

BerniePortal has been tailored to meet the needs of brokers, employers and employees. By offering numerous features within our software, we aim to provide our clients with easy-to-use features that make their workplace as stress-free as possible. A recent survey by benefits administration software consultancy Software Advice found that 89% of administrators saved time by offering employees a self-service online portal where they are able to manage their own benefits. With that said, let’s take a look at some of the features that we offer in order to save administrators and employees time to focus on what matters more - their business operations.

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Tags: broker software, health insurance brokers, brokers, HR, employees, employer, technology, hr software, broker, online benefit administation, onboarding, benefits administration, software, going online, features, PTO

How BerniePortal handles customer support

Posted by Emily Kubis on Apr 7, 2017 11:19:08 AM

Is your vendor as committed to you as you are to your clients? 

Signing on with BerniePortal is a true partnership, not a one-and-done transaction. Customer service is the foundation of our all-in-one benefits and HR software, and our full-service approach to implementation sets us apart from the competition and ensures client success.

When you join BerniePortal, you aren’t just buying software. You also get:

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Tags: broker software, health insurance brokers, brokers, HR, technology, hr software, broker, online benefit administation, benefits administration, software, going online, client success

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