Two ways to grow your business with BerniePortal

Posted by Emily Kubis on Aug 21, 2017 8:57:39 AM

How to boost ROI 

A key concern about bringing a brokerage online is return on investment. How can brokers ensure a benefits platform will lead to a more efficient and profitable agency? 

Lindsey Van Cleave leads BerniePortal's client success team, working directly with our broker partners to grow their books of business. Here's her take on how brokers are recognizing ROI with BerniePortal. 

 

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Tags: broker software, health insurance brokers, brokers, HR, technology, hr software, broker, online benefit administation, ancillary benefits, benefits administration, Lindsey Van Cleave, ROI, new business

When should brokers implement new benefits platforms?

Posted by Alex Tolbert on Aug 18, 2017 9:39:27 AM

Check out this column in BenefitsPro:

The benefits and HR tech industry continues to grow — CB Insights reports the sector saw $2.2 billion in 2016 investments — and more brokers are recognizing the need to take their agencies online. 

But implementing a new platform is a big undertaking, and it opens up a lot of questions. The first question for many brokers is “When is the right time of year to make the move?” 

There are two audiences for this question: brokers and small employers. Brokers are asking “When should I invest resources in finding and implementing a platform?” But it’s best to answer the question from the small employer’s perspective first. 

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

BerniePortal Sister Company Bernard Health Named to 2017 Inc. 5000

Posted by Emily Kubis on Aug 16, 2017 4:37:10 PM

For the first time, Nashville benefits advisory firm makes exclusive list of America’s fastest-growing private companies

Inc. Magazine has named Bernard Health, leading benefits advisory firm and developer of all-in-one HR platform BerniePortal, to its 36th annual Inc. 5000 list of the country’s fastest-growing private companies. The addition marks the first inclusion for the Nashville-based firm on the prestigious list.

“Our growth over the past three years has been tremendous, and we’re grateful to our customers for supporting us and allowing us to expand,” said Alex Tolbert, CEO at Bernard Health. “Our success is a result of hard work and innovation from the entire Bernard Health team, and is impressive considering the recent complexity and confusion in the healthcare industry. I speak for my fellow team members when I say we’re invigorated by this recognition.”

Bernard Health is now listed as the 5th fastest-growing Metro Nashville company and the 22nd fastest-growing Tennessee company.

Founded in 2006 by Alex Tolbert, Bernard Health was created with the mission of becoming the world’s most trusted advisory for helping people plan for healthcare. The company has since grown to offer BerniePortal and BernieHR, a new on-demand HR service to simplify the complexity of HR administration for small- and mid-sized businesses.

About Bernard Health

Bernard Health offers BerniePortal, an online all-in- one HR platform, to help small and medium-sized employers solve the transactional challenges of HR such as onboarding, PTO tracking, compliance, benefits administration, and COBRA. BerniePortal is supported by Bernard Health’s own healthcare advisors, and also by a network of other healthcare advisors and brokers nationwide. Bernard Health also supports individuals and families planning for healthcare on the strength of its network of healthcare retail stores and noncommissioned individual advisors. www.bernieportal.com and www.bernardhealth.com.

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Tags: BerniePortal, broker software, Bernard Health, Alex Tolbert, benefits administration, Inc. 5000

Take our Broker Benchmarking Survey

Posted by Emily Kubis on Aug 16, 2017 9:29:46 AM

Share your thoughts

Brokers, we want your perspective! Share your thoughts on the state of the benefits industry by taking our short, five-minute survey.

The 2017 Broker Benchmarking Survey is part of our effort to provide relevant industry research to brokers. Recipients will receive a copy of our results when the survey concludes, providing an industry gauge on technology and the challenges facing brokers today.

All responses will be de-identified and reported in aggregate only.

Click here to take the survey.

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Tags: broker software, health insurance brokers, benefits administration, broker benchmarking survey

BerniePortal's most popular add-on features

Posted by Coby Randles on Aug 15, 2017 9:00:00 AM

Add-ons

Here at BerniePortal, we offer various features made to ease the daily stress that employers and employees can endure. Along with the standard BerniePortal features, we do provide features that can be purchased for an additional cost, and let me tell you, they are worth every penny! From Time & Attendance to Billing, there is something for everyone. Today, we are going to look at the most popular add-on features and see why they are so popular among our clients.

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

Why brokers should consider carrier partners when comparing software

Posted by Alex Tolbert on Aug 14, 2017 9:58:38 AM

Check out this column in BenefitsPro:

If your agency is in the process of choosing a benefits administration platform, there are seven criteria you should use to compare vendors. I’ve covered the first six — integrations, funding, licenses and more — in previous columns. Here, I’ll cover the final criteria: the software vendor’s partners. 

Every online benefits system wants to one day be integrated with all carriers and all payroll providers. But these integrations take time. Besides the technology considerations, there is the people aspect. Most integrations in our industry require meetings, negotiations and working the project plan into the already-existing workload. As a result, no system is integrated with everyone today. 

When you evaluate the various systems, you should break down your questions about the system’s partners into the following categories: 

1. Health, dental, and vision carriers
2. Life and disability carriers
3. Worksite carriers (e.g., critical illness, cancer, accident)
4. Nontraditional (e.g., identity protection, prepaid legal, pet insurance
5. Payroll companies
6. General agencies

Let's take these one at a time.

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Tags: broker software, vision insurance, health insurance brokers, HR, dental insurance, hr software, broker, online benefit administation, ancillary benefits, critical illness, benefitspro

How our brokerage experience benefits brokers

Posted by Emily Kubis on Aug 11, 2017 9:33:32 AM

Hear from our sister brokerage at training

BerniePortal was built out of Nashville-based benefits brokerage Bernard Health, which means we're not only experts on software, but also in using it to benefit clients and grow our business. 

New BerniePortal clients benefit from all that experience at broker training, where attendees hear from both Lindsey Van Cleave—who leads the client success team—and Brian Tolbert, who leads Bernard Health. Here's Lindsey's take on how training benefits brokers: 

 

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Tags: broker software, health insurance brokers, brokers, HR, technology, hr software, broker, online benefit administation, implementation, training, benefits administration, broker training, Lindsey Van Cleave

A word from our partners

Posted by Coby Randles on Aug 10, 2017 8:30:00 AM

Testimonials

One of the best ways to get a better understanding of a product is to ask the people who actually use it. This can help you identify with them because you may be experiencing the same problems they have previously faced. Below we have a few words from some of our clients who have been using BerniePortal features and would like to share their experience with the all-in-one benefits administration platform.

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

Are vacation savings accounts the hot new benefit?

Posted by Emily Kubis on Aug 9, 2017 8:24:42 AM

New company thinks so

The rise of flextime in U.S. workplaces—more than half of employers now allow it—represents increasingly employee desire for work/life balance. As employers compete for talent under a robust employment rate, they seem increasingly willing to deliver.

A new product from travel savings company Outski called “401(play)” sees an opportunity in that trend.

The company has created a tool that allows employers and employees to set aside a portion of their paycheck in an insured “Vacation Savings Account.”

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Tags: broker software, health insurance brokers, technology, benefits administration, flextime, vacation savings account, vacation benefit

How many employers offer flextime?

Posted by Emily Kubis on Aug 7, 2017 7:00:00 AM

Flextime, telecommuting on the rise

A new study from the Society of Human Resource Management shows that the majority of U.S. employers now offer flextime, allowing employees to set their work hours within limits set by the employer.

According to the study, 57 percent of employees allow for flextime, and 62 percent allow for some type of telecommuting.  This is in-tune with employee desires—the study also found that after compensation, work/life flexibility is the second-best retention tool for employers.

As the U.S. economy reaches full employment, more employers are trying to use their benefits packages and cultures to attract and retain talent.

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Tags: broker software, health insurance brokers, brokers, HR, wellness, technology, hr software, broker, online benefit administation, benefits administration, flextime, workplace wellness

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