BerniePortal is a cloud-based human resources software platform for small and midsize employers. BerniePortal’s features address each phase of the employee lifecycle from hiring to COBRA administration including: applicant tracking, onboarding, benefits administration, PTO tracking, time and attendance, notices distribution and 1094-C/1095-C reporting. BerniePortal also offers 1094-C/1095-C mailing and filing services as well as COBRA administration services.

BerniePortal is an employee self-service platform that allows employees to onboard, enroll in benefits, clock in and out, review and sign notices, request PTO and access personal data remotely. Employees can also access the platform using BerniePortal’s smartphone app.

BerniePortal features payroll integration, which allows users to connect with different payroll systems, such as ADP, and incorporate employee benefits information in payroll. It also offers carrier integration options, which provides carriers access to employee enrollment and eligibility data that can be used to generate bills. BerniePortal also partners with carriers to support a feature called BernieBill. BernieBill is a feature that allows carriers to issue bills directly through BerniePortal without the need for an integration. The vendor offers online and phone support to customers.



24 Reviews of BerniePortal

Overall rating

4.5 / 5 stars

Showing 1 - 20 of 24 reviews

December 2018

Sandra from PSG Washington

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Customer support

4 of 5

Functionality

4 of 5

December 2018

Review by Company Administrator

From the brokers admin standpoint the software provides an online solution to administer and maintain benefits, especially for the smaller to midsize groups. It gets more complicated with larger groups that have multiple levels. Working closely with a BP rep that is a good fit for the firm is extremely important to make these build outs and renewals go smoothly.

Pros

The software's functionality is fairly easy to use from the standpoint of the brokers admin. I am able to easily train our groups admins to manage their groups benefits, enrollment and renewal process.

Cons

The reports feature is limited and not very robust. It would be great to create reports with only the information needed and in the order your like to see it displayed.

December 2018

Julie from Albers & Company

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

3 of 5

December 2018

Client Information Specialist

Not that we are working with support team on a regular basis, it has been great! Very prompt for service issues.

Pros

I have found that it is pretty easy to set up portals for our clients. That is nice.

Cons

Not as much flexibility. Need to be able to fix enrollment on one item without having to re-do everything. For open enrollment, it would be great to be able to do a passive enrollment if the group had no benefit changes vs. making everyone enroll again (this has been a huge sore subject with clients).

December 2018

Meredith from Moody Insurance

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

2 of 5

Value for money

3 of 5

Customer support

5 of 5

Functionality

2 of 5

December 2018

BP Review

It's okay, I really appreciate the help, direction and response time of our team, but the portal itself it just clunky.

Pros

Basic enrollments (Medical, Dental, Vision, Life, STD, LTD) and normal contributions, it's really easy to build and use.

Cons

Anything that needs to be slightly customized it doesn't have the capability.
ie: A group I had contributes a flat amount for Medical, Dental, Vision and EE Group Life. The group does not contribute to dependent group life, vol std, vol ltd, fsa or hsa. It is unusual set up, but I had to find different work arounds, non of which were "easy" and slightly confusing for both the employer and employees

The other thing is that updates given to the plan, do not automatically update on the subgroup level.

December 2018

Megan from Sterling Seacrest Partners

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

Highly Recommend

Overall experience is great! Support team is easy to work with and responsive. The system is customizable and simple to navigate. Even if employees don't have computer access, the masquerade feature overcomes this issue.

Pros

The system is very user friendly and customizable.

Cons

The system exports various reports and any SSN's that begin with 0 do not reflect 0 at the start. No major dislikes.

December 2018

Joshua from Vanguard Benefit Solutions, LLC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

Bernie Portal is great!

I am finding Bernie Portal to be a great value add for my agency. My groups like the portal, it is easy to use, and it helps me get new business and retain what i already have. I am a big fan!

Pros

I like the fact that Bernie Portal is so focused on the broker. The fact that they build each website for me and update each year on renewal makes Bernie Portal such a great partner for my agency.

Cons

Every now and then i run into something that a group may want to do that Bernie Portal just can't accommodate. Usually however, many of these small issues at some point in time get resolved as Bernie continues to innovate and upgrade their portal.

December 2018

Phil from Doyle & Ogden Insurance Advisors

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Customer support

1 of 5

Functionality

4 of 5

December 2018

Bernie Portal vs. all Others

A full research, due diligence and examination led me to another vendor

Pros

I completely reviewed the functionality and features and found other software to exceed the capabilities

Cons

Cost vs ROI made other competitors more attractive in this space

November 2018

Kristen from Geonetric

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

3 of 5

Functionality

3 of 5

November 2018

Open Enrollment 2019 -

Pros

For the most part the software is a great tool for open enrollment. It is quick and most employees could elect their benefits without any problems.

Cons

As the Benefits Administrator I am receiving a lot of feedback from employees that once you get to Step 3 (the page that encompasses all the benefit elections) doesn't auto generate to the next benefit. Employees have been confused by the fact that you hit "save and continue" and there is a check mark next to the benefit but they can't actually see the benefit because it is higher on the page and you would have to scroll up to confirm you have elected that benefit.

I would also like to recommend that benefits that are available to employees that are no cost to them be put somewhere other than the benefit tab. It is confusing to employees to see STD and LTD listed at zero cost to them. I understand it is a benefit that is offered by the employer and they should be aware of it but it is confusing when you are making an election for something that you don't contribute to.

I appreciate you asking benefit administrators for their feedback. I know it makes the software better and ultimately a better experience for the employees. :)

Response from Bernard Health of Bernard Health

Replied December 2018

We appreciate your feedback and would like to help you resolve your troubles by offering a few tips: 1) "Step 3 doesn't auto generate to the next benefit": We would suggest adjusting the magnification settings on the device so that all content is visible. It may also be helpful to include instructions in the customizable informational box that appears when an employee selects a benefit. 2) "It is confusing to employees to see STD and LTD listed at zero cost to them."¿ We encourage taking advantage of the customizable information box that employees see during enrollment. Many employers also find it helpful to arrange an in-person presentation of employee benefit offerings and a quick BerniePortal tutorial in order to simplify open enrollment. BerniePortal's knowledge base also includes in-depth employee tutorials that should help employees. Thanks again for your feedback¿as you noted, this can only improve our product. We will keep these items in mind as we invest in development!

November 2018

Jennifer from VCT

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Functionality

5 of 5

November 2018

All of my employees info in one place

Pros

I love how I can easily access all of my employees in one spot. My broker can also access all census reports so I dont have to.

Cons

Not sure yet. It seems extremely easy to use.

October 2018

Sandi from The Otium Agency Inc.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

October 2018

Admin Staff and Clients Love It

Buying into an enrollment platform was a big decision, and we did not take it lightly. After vetting multiple options, we made the investment with BerniePortal and it has far exceeded our expectations. We would not hesitate to make the same decision again, and would highly recommend this platform to any broker looking to solidify their standing with clients and expand their book all while making things easier for your admin staff!

Pros

BerniePortal addresses those pain points that our clients and admin staff have complained about for years, and offers a robust solution. So much more than an online enrollment platform, BerniePortal offers HR tools, compliance help, integrated billing with some carriers, payroll integration and integrated COBRA administration. Our clients rave about the portal and our admin staff needs have decreased since we began using BerniePortal. The service provided by the BerniePortal staff is second to none!

Cons

The reporting in BerniePortal could be improved - it is sufficient but could be upgraded to be more intuitive for the admin staff and clients alike.

October 2018

Myka from Integrated Solutions

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

October 2018

Best Enrollment / HRIS Platform for Small to Medium Business by Far!

We needed a user friendly enrollment platform that also brought value to our clients. The on boarding system, notification, COBRA etc. are all excellent features that bring ease to our small to medium clients. No more paper! This has been a fabulous addition to our agency and our clients.

Pros

Ease of use, end user feel, integration from recruiting to termination

Cons

Needs more customization in reporting, but I know they are working on it!

June 2018

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

3 of 5

June 2018

Gets you organized

Pros

Moving us from paper to digital. The best thing was how simple it was to use. I have employees that varies in age and computer knowledge and it was so easy! They were able to log in, fill out the form with ease and submit. Accessing the information after the fact was simple and the staff was just so happy that we went digital. On the back end as the administrator, it has all the reports I need and more. It was easy to go back and review files.

Cons

They have several additional features that you can use. However, they need more updates for it to be worthwhile.

Response from Bernard Health of Bernard Health

Replied July 2018

We are thrilled that you BerniePortal has been a valuable organizational tool for you! In regards to your comment on our additional HR features, we would love to hear your feedback on how to improve our product. We are continually developing our product and especially value our users' input¿ If you have any recommendations, please contact your Client Success representative.

April 2018

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

2 of 5

Value for money

2 of 5

Customer support

2 of 5

Functionality

2 of 5

April 2018

Use for selecting/adjusting/tracking benefits received through work

Pros

You can view your current benefit selections at any time, even if the HR team is off the clock at work.

Cons

The portal doesn't save all entered data so medical insurance benefits get inputted incorrectly, doctors get assigned incorrectly, and life insurance gets selected at incorrect amounts. It's also difficult to access different parts of the site without getting a direct link from HR, which is tedious.

Response from Bernard Health of Bernard Health

Replied April 2018

Thank you for your feedback - We would like to help resolve any issues by clarifying a few points on BerniePortal functionality stated in your review: "the portal doesn't save all entered data so the medical insurance benefits get inputted incorrectly" - BerniePortal captures and saves exactly what the user enters into the system, so your medical information reflects an entry error rather than a system error. "Doctors get assigned incorrectly" - BerniePortal doesn¿t natively assign doctors or store doctor information. "Life insurance gets selected at incorrect amounts" - When an employee selects life insurance they use a slider bar to elect a coverage amount. If the requested amount is incorrect, it means the user selected a different amount of coverage than desired. BerniePortal guides employee enrollment with customizable content to help. If you continue to have questions, our Knowledge Base provides in-depth instructions. We hope that this explanation was helpful!

March 2018

Teresa from Golsan Scruggs

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

March 2018

We use Bernie Portal for about 50 groups, almost all without a hitch.

It makes employee benefit open enrollment and carrier updates so much faster and smoother.

Pros

The customer support is amazing. My questions are answered promptly, and they are responsive to suggestions and ideas.

Cons

The reporting functions are pretty basic. There is a spreadsheet of data that is useful, but I have to sort through it all to get what I want.

March 2018

Lou from Hub International Northwest LLC

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

March 2018

I've been very happy with the system and service from BerniePortal overall.

Clients have a simple HRIS that allows employees to enroll online.

Pros

Most clients the system for enrollment and find it intuitive, easy to use. System is set-up such that the least tech-savvy employee can use the system with a little instruction.

Cons

Onboarding- needs to allow employees to save their progress and/or allow forms to be added later. Enrollment-for a waiver of coverage, the active coverage information needs to be required since many carriers ask for this information. Open Enrollment- if a plan is not changing, would like the current enrollment to be reflected or an option for "no change". Ability to add additional website 'hot links' would be nice. Beneficiary form- Beneficiary date of birth, ssn and address fields need to be added since many carriers require this information.

March 2018

Paula from Sun Risk Management, Inc.

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

March 2018

Great product, very easy to use. Best Service EVER!

Have our information all in one place, and the data integrates with our agency management system.

Pros

Very simple for the administrator to use, and learn. The onboarding feature is especially popular among HR staff. Employees love it too and it is a great compliance tool.

Cons

Would like to see more integrations with carriers, but I know they are working on that! Cannot accommodate all of the unique premium set ups some of my clients have.

March 2018

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

March 2018

Definitely a little bit of a learning curve, but we're coming around

Pros

Lots of useful tools that we are able to utilize as a broker. Love the 1095 build outs and quick reports.

Cons

Can be a little difficult for a new person to navigate. Would love to see a help feature similar to something you might see on a Microsoft Office programs.

August 2017

Chris from North Risk Partners

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

August 2017

The system is easy to understand and use, and the customer service is top notch.

Ease of administration for both the employees and HR teams.

Pros

The software is extremely easy to use and understand for both employers and employees. The features are far greater than the majority of other software choices out there.

Cons

The payroll integration I think. I know the software isn't intended to be a payroll system, but the question I get asked the most is if it does payroll as well. I'd say about 50% of my clients and prospects voice that they'd like it to also do payroll, not just integrate. Also would be nice to have an Android app, not just an app for the iPhone.

August 2017

Joan from HealthPointe Insurance Services, LLC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

August 2017

The support team is fantastic

The ease of online enrollment so that we do not have to travel to all the work sites or rely on other agents to enroll core at the same time they enroll supplemental products

Pros

functionality and ability to work with it and the development team really listens to your requests for improvement

Cons

Some of our plans are not easily integrated because of the carrier requirements. We have several plans that have specific needs that do not fit the standard plans.

August 2017

Bunny from Brown & Company Insurance Services

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

August 2017

Highly Engaged

Efficiency and continuity of information delivery of insurance benefits in addition to legible enrollment forms with complete information.

Pros

The toggle inputs make setting up the portal easy, and, if you have all the pieces (census, subgroup designations, rates, and benefit summaries), a portal can be setup in a day, versus 6-8 weeks on other systems. We utilize the portal mainly during open enrollment since it provides an easy way to post age rates or composite rates and provides a delivery mechanism for ACA required Summary of Benefits and Coverage. It leverages much of the data held in the system to pre-populate enrollment forms and collect actual signatures (via touchscreen or mouse).  It also offers Onboarding capabilities (I-9, W-4, Handbook receipts, etc.) for those companies who want to go paperless.  We launched the portal with our 50+ clients first in order for them to capitalize on the 1095 reporting capabilities with BerniePortal then rolled out portals for smaller clients at their renewal. The system is compatible with any device that can connect to the internet so even field employees can enroll using their phone. We have monthly support calls with our BerniePortal Account Manager to discuss newly released features and provide feedback on cases in progress.

Cons

The system architecture is updated frequently and changes are not always announced, so sometimes we find feature changes that we did not know were happening. Many times these are minor, and improvements, but there have been features removed that we appreciated using. Most rating methods can be accommodated like age rates and composite rates for standard lines of coverage. Disability rate tables can be challenging to setup yourself, but the BerniePortal team is available to handle some or all benefit setups. They have a Defined Employer Contribution mechanism, but currently do not have a Defined Employee Contribution mechanism. Adoption and use by the HR administrator is ultimately needed to gain the most value and utility from the system. Standard client data reports are available for download, but custom reports cannot currently be generated.

August 2017

Matthew from Meyers Glaros Group

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

August 2017

Revolutionized our enrollment capabilities

Pros

Very User friendly and "dummy" proof. Employers in all industries and size can benefit from a program like Bernie

Cons

Rarely do we find an issue with the program. Whoever the ability to change employee info in bulk is limited.... wish there was a way to address that easier