BerniePortal Software


Targeting health insurance brokers, BerniePortal is a cloud-based benefits administration software solution. It offers in-person training and access to a dedicated client success representative along with chat support.

BerniePortal allows employers to work with any insurance broker and also provides support staff from within its own team to guide users through any software issues. This systems helps digitize all steps in the onboarding process and allows employers to save form templates for reuse.

BerniePortal handles annual enrollment in the employer’s benefits program online, automates notices such as deadlines for benefit elections to employees and automatically notifies the employer as to whether employees have met these deadlines.

This system also tracks PTO, allows employees to ask questions and make changes regarding qualifying events online and gives them access to a benefits portal where they can check the details of their benefits plan.

BerniePortal offers bank and carrier integration and allows employers to brand their portals.

This software product is suitable for over five users and is only offered in the United States.


BerniePortal - Plan elections
  • BerniePortal - Plan elections
    Plan elections
Supported Operating System(s):
Web browser (OS agnostic)

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