BerniePortal Software

4.37 / 5 (121)

Our advisors have recommended this product 14 times in the last 30 days

About BerniePortal


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.



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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 10

121 Reviews of BerniePortal

Average User Ratings

Overall

4.37 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.0

Ratings Snapshot

5 stars

(70)

4 stars

(35)

3 stars

(10)

2 stars

(3)

1 stars

(3)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 121 reviews

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August 2017

Bunny from Brown & Company Insurance Services

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

January 2019

Amanda from Goal Group Inc.

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

2.0

Value for money

4.0

Customer support

4.0

Functionality

3.0

January 2019

Decent Portal for Smaller Benefit Packages

After utilizing Bernie Portal for a few weeks, there are a few comments/suggestions I would like to pass on. Employee enrollment changes – When I go back to correct errors I have to completely recreate the employees enrollment, from start to finish. When an employee elects to make an HSA contribution change, I shouldn’t have to completely remove and re enter his enrollment just to update something so simple. Reporting – First, I cannot pull a report with HSA contributions, they come over as a PDF with a page for each employee, even if they are not enrolled in an HSA. I then have to search for changes. Second, our spousal and children vol life or AD&D plans are not tied to the spouse or child, they should be tied to the employee. When I pull a report for the vol life and AD&D plans, have to manipulate the data and move it to the employee as it is populated on a line/record that has census data for the spouse or child. I would like to see the data tied to the employee. Pending enrollments – some of our plans require additional steps such as evidence of insurability forms to be completed be fore the employee is actually enrolled in the plans. I would like to see Bernie Portal have the option to mark an employees enrollment as pending and thus exclude it from billing and payroll deduction reports.

Pros

Bernie Portal has good customization options, and they responded quickly when we needed to make a change to the view/setup of our plans.

Cons

We offer 12 different benefit plans with multiple options and tier selections. Bernie Portal isn't equipped to handle this many plans effectively. The reporting feature is not customizable and cumbersome to extract the data that I need. There is also not the option to edit/change an employees enrollment without completely starting over. Pending enrollments that require approval or additional processing such as an Evidence of Insurability form cannot be removed from reports or the billing feature. This causes lots of manipulations to the reports on our end to ensure accurate data.

December 2018

Tammy from Miller Loughry Beach

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2018

BerniePortal Review

Our overall experience with BerniePortal is great. Our customers are coming around to using it and those that do, love it. I've been able to get Open Enrollments done quicker, processing is quicker since we are not continually tracking down employees to receive needed information from paper apps and in some cases with small groups, the need for employee meetings has reduced.

Pros

I like the clean, easy to read look of the software. It's not a "busy" website where you get lost in knowing what to do next. This software is the most user friendly I've seen from an online enrollment site.

Cons

Sometimes I just don't know how Bernie "thinks". LOL. Sometimes the questions asked can be perceived in different ways. For example, Salary updates: "Effective with first paycheck after this date". Answering this question can be complicated since, we as the broker, are often assisting with this question to make sure that Disability rates calculate correctly during renewal.

October 2018

Sandi from The Otium Agency Inc.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

January 2019

Jen from Humane Society Naples

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

3.0

Functionality

2.0

January 2019

Experience with Bernie Portal for Benefits Management

Our broker recommended BerniePortal to administer benefits, rather than our current payroll/HR provider's system. In hindsight, we probably would have just stuck with one system. Bernie is probably useful for overall employee/HR management, but since we have only used it for benefits administration, I haven't seen the full picture of what it can do.

Pros

It's very easy to add an employee to the system and to pull up individual benefits enrollment information. Terminations are also easy, and COBRA administration is handled by Bernie.

The employee list shows you at a glance who is enrolled, who still needs to enroll, and who needs to "onboard."

Employee enrollment in benefits is user-friendly and straightforward. Employees are shown the costs of each of their selections along the way, and can easily make changes prior to completing enrollment.

Cons

The reports aren't very useful. I'm not able to pull up a simple report that tells me (for example) the employee's name plus their enrollment choices. It would be really helpful to be able to do this when reconciling statements from our benefits providers with actual enrollment.

I wish I could add and "onboard" a part-time employee who is not eligible for benefits in one step. Since we only use Bernie for benefits administration, there's no reason for them to "onboard" when they can't enroll in anything.

It's been difficult to get an API / integration going with our payroll/HR software provider.

I had to learn the system on my own. I tried to get some in-person training but was not successful.

December 2018

Sandra from PSG Washington

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Customer support

4.0

Functionality

4.0

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.

February 2019

Shayla from Home Solutions of Iowa

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

2.0

Customer support

1.0

Functionality

3.0

February 2019

I Would Not Use This Company If I Wasn't Forced To

I would suggest that others take a look at another system before trying out BP. They should be your absolute last option. Or if you just need basic features like benefit enrollments.

Pros

My insurance broker uses this company, which is why I am also forced to use it. The only two things that I like about this company is that one) employees can easily enroll into their health benefits, and I will get an easy to read summary document.
Two) they offer a timekeeping option that is IP address specific for employees to clock in and out.
And three) they have an onboarding feature where documents can be uploaded and employees digitally sign them.

Cons

They offer a PTO option, which is supposed to be nice right? Wrong. You have to input different rules, which is a drag if you offer different pto options for different levels of employees. You can only request pto in half day or full day increments. You cannot enter in hours, you have to enter in days, so those with an accrual pto system wouldn't be able to use this option.

That onboarding feature that I like? - those documents need to be sent over to your BP rep to be uploaded, you can't upload your own. Which is very inconvenient because sometimes the rep doesn't get to you right away and it could be days before your document is uploaded. I've also had a few instances where another company's documents were uploaded to mine!

And with their customer service? TERRIBLE. It takes dayssss for my rep to get back to me. Sometimes I have to follow up multiple times. Other times, she doesn't know the answer (most of the time I should say) and has me transferred all over the place for an answer.

Response from Bernard Health of Bernard Health

Replied February 2019

We appreciate your feedback and are sorry to hear that your experience has not been as expected. I wanted to touch on a few points that may improve your BerniePortal experience. 1) "It takes dayssss for my rep to get back to me": It sounds like you may be looking for support with the incorrect team. BerniePortal has an Employer Success team that is available for you to directly contact. I suggest asking your broker for the Employer Success contact information so that you can work directly with the team trained to handle employer requests. 2)"You have to input different rules, which is a drag if you offer different pto options for different levels of employees": If your company chooses to offer multiple PTO policies, each plan must be configured. This is because BerniePortal can accommodate a many PTO policies and needs to know how to handle yours specifically. If you are having trouble setting up these policies, I recommend contacting Employer Success. Hopefully this helps!

January 2019

Amanda from SEDA-Council of Governments

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

3.0

Customer support

1.0

Functionality

1.0

January 2019

It could be better

Created more work for HR during open enrollment. In the past, when employees did not make changes to their health insurance plans, we didn't have to update anything. Now that we utilize the Bernie Portal and it does not reflect the correct information, HR is essentially stuck doing every single employee's open enrollment (so that the employee does not assume they pay $0 when they do contribute). Very time consuming. Changes are not always reflected. I have also encountered employees who information was not reflected correctly even though entered with the previous elections - i.e. dependents deleted for no reason. I also feel like it could have more functionality and tools that are useful to the HR professional. I don't understand why it includes new employee forms - feels a little disjointed.

Pros

I think the system has potential. It's pretty user-friendly for the most part. I think it could be valuable to an organization but not every single employee will understand how to make sure they are putting in the proper elections for health insurance.

Cons

Not fully functional. Our costs do not show up appropriately. Employees are supposed to see how much they pay towards their insurance and it says $0. Since it says this, they can not use the software which results in HR having to do all of the leg work during open enrollment and through out the year.

I see they offer 1094/1095C assistance. It is not a functionality on my end. I questioned our third party and have yet to hear back on how this could be implemented.

Response from Bernard Health of Bernard Health

Replied February 2019

To improve your BerniePortal experience, I'd like to provide insight into a few of your statements. 1) "Employees are supposed to see how much they pay towards their insurance and it says $0:" This sounds like a configuration problem that can be easily fixed on the back end. I recommend contacting your broker to make the proper back-end adjustments. This way you won't have to do enrollment manually! 2) "I see they offer 1094/1095C assistance. It is not a functionality on my end." BerniePortal has a 1094-C/1095-C reporting functionality that can be activated simply by requesting it from your broker. Our team also offers additional mailing and e-filing services, which can also be arranged if you contact your broker. Overall, we recommend increasing communication with your broker so that BerniePortal functions optimally for your organization. Hopefully this helps!

August 2017

Diana from LD&B Insurance

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

3.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

August 2017

Positive over all. Great responsiveness from success team. Buildout process can be challenging.

It is highly customizable which is very valuable to our firm and the small group market we primarily serve.

Pros

It tackles online benefits administration and onboarding in a very unique way. It is designed by brokers with brokers in mind. It is intuitive and has a user interface that is easy to understand. It is constantly being updated and improved. It gets better every day.

Cons

The build out process can be painful. The build out request form leaves a lot to be desired. There are always a lot of errors in the way the groups and plans are built and because testing a portal is difficult sometimes those errors don't get discovered until the site is live. There is not user guide/manual/step by steps/instructions available so you can't independently trouble shoot, I always have to send an email.

December 2018

Joshua from Vanguard Benefit Solutions, LLC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

November 2018

Kristen from Geonetric

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use