--- title: "BerniePortal Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of BerniePortal. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if BerniePortal is a good fit for you!" source_url: "https://www.softwareadvice.com/hr/bernie-portal-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Benefits Administration Software](https://www.softwareadvice.com/hr/benefits-administration-comparison/) / [BerniePortal](https://www.softwareadvice.com/hr/bernie-portal-profile/) / BerniePortal Reviews Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. [Overview](https://www.softwareadvice.com/hr/bernie-portal-profile/) Reviews [Alternatives](https://www.softwareadvice.com/hr/bernie-portal-profile/alternatives/) # BerniePortal User Reviews ## Reviews summary - Overall rating: 4.3/5 - Total reviews: 130 ### Secondary ratings - Ease of use: 4.2/5 - Customer support: 4.4/5 - Value for money: 4.5/5 - Functionality: 4.0/5 ### Rating distribution - 5 stars: 72 reviews (55%) - 4 stars: 37 reviews (28%) - 3 stars: 14 reviews (11%) - 2 stars: 4 reviews (3%) - 1 star: 3 reviews (2%) ### Most mentioned pros - The short but informative videos about all the different HR topics - The team(s) at BerniePortal are always there to help and are extremely professional every time I have spoken to them. - The software is really easy to use and understand ### Most mentioned cons - Also, candidates cannot sign on to actual documents; they have to download the attachment to read the documents. - The messaging part to potential candidates doesn't always work. ## BerniePortal customer reviews Showing reviews 1-25 of 130 (page 1). ### BerniePortal - Outdated - Overall rating: 4/5 - Reviewer: ANDREA K. - Verified reviewer: Yes - Industry: Non-Profit Organization Management - Company size: 51-200 employees - Product usage: Used daily for less than 2 years - Reviewed: October 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I've been using BerniePortal for a little over a year to track our benefit enrollments, etc. If it would get some upgrades I'd use it much more often. #### Ratings breakdown - Ease of use: 3/5 - Functionality: 3/5 #### Pros Has a lot of cool features but the look and feel are very outdated. Layout is easy to use and easy to navigate. #### Cons The system has a lot of potential but the look and feel of the program are old and extremely outdated. If some upgrades were made it would be great. --- ### Good but not Great for HR departments - Overall rating: 4/5 - Reviewer: RODERICK A. - Verified reviewer: Yes - Industry: Entertainment - Company size: 11-50 employees - Product usage: Used monthly for less than 2 years - Reviewed: March 2025 - Review source details: This review was submitted organically. No incentive was offered Good portal for HR but needs to offer more features like payroll. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 3/5 - Functionality: 3/5 #### Pros Good HR based platform to help organize personnel matters. #### Cons More communication for employees and administration so everyone is updated on system changes. --- ### Bernie Portal Review - Overall rating: 3/5 - Reviewer: Thomas P. - Verified reviewer: Yes - Industry: Insurance - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: July 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. We have made tremendous strides with Administering Bernie Portal internally for our comapny and for our clients. Our new rep,has been nothing but extraordinary to work with. He never takes long to answer, and treats each one of our clients with a sense of urgency, just like we do. We have had our struggles depending on the complexity of the group, but overall we are satisfied with Bernie Portal's software #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 2/5 #### Pros We love the interface of Bernie Portal and how easy it is for our company and our clients to use. Additionally, the fact that Bernie Portal "builds" and implements our group clients takes that large burden off of us to focus more on sales. #### Cons There are a lot of functions Bernie Portal does not offer at all, or other systems offer better. Bernie Portal does not allow different hour eligibility requirements. They do not have a measurement period feature. Recently, Bernie Portal also increased prices for "add on features" so much that we are having difficulty passing this cost onto our clients. Previously the rates were reasonable, now the add on features are extremely expensive. --- ### Open Enrollment 2019 - - Overall rating: 4/5 - Reviewer: Kristen R. - Verified reviewer: Yes - Industry: Computer Software - Company size: 51-200 employees - Product usage: Used monthly for less than 6 months - Reviewed: November 2018 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 3/5 - Functionality: 3/5 #### 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. :) #### Vendor response 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! Replied December 2018 --- ### Fantastic Team - Overall rating: 5/5 - Reviewer: Jennifer P. - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: December 2018 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The total customer experience definitely exceeds expectations. If we have suggestions on how to improve our team is very responsive and listens to our suggestions and usually implements them very quickly. #### Cons Some of the employees are our groups don't have access to a computer so they find it difficult to navigate. --- ### I've been very happy with the system and service from BerniePortal overall. - Overall rating: 4/5 - Reviewer: Lou D. - Verified reviewer: Yes - Industry: Insurance - Product usage: Used weekly for less than 2 years - Reviewed: March 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Clients have a simple HRIS that allows employees to enroll online. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### Great product, very easy to use. Best Service EVER! - Overall rating: 5/5 - Reviewer: Paula B. - Verified reviewer: Yes - Product usage: Used daily for less than 12 months - Reviewed: March 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Have our information all in one place, and the data integrates with our agency management system. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Super Easy to Use - Overall rating: 5/5 - Reviewer: Melanie C. - Verified reviewer: Yes - Industry: Environmental Services - Company size: 51-200 employees - Product usage: Used weekly for less than 2 years - Reviewed: January 2019 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Bernie Portal, besides making open enrollment a breeze, made the COBRA integration and ACA compliance one of the easiest parts of my job. Love it! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I love Bernie because it's so easy for both me and my employees to use. It's made open enrollment a breeze. #### Cons The only con I can think of is that it doesn't integrate bills properly. But I'm not worried too much about that. --- ### Best Enrollment / HRIS Platform for Small to Medium Business by Far! - Overall rating: 5/5 - Reviewer: Myka H. - Verified reviewer: Yes - Industry: Insurance - Company size: 51-200 employees - Product usage: Used daily for less than 6 months - Reviewed: October 2018 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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! --- ### Great and easy platform - Overall rating: 5/5 - Reviewer: Marilyn M. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 11-50 employees - Product usage: Used weekly for less than 6 months - Reviewed: January 2019 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. The rollout of the company benefits plans was made incredibly easy and it mitigated a lot of issues that we had in the past of using paper forms. I knew exactly when and if employees had signed up for benefits and also if they had submitted their waiver if they weren't taking the benefits. I've been able to readily sign up new employees as well. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros All the plan data is there for me to download to make comparisons to payroll data being withheld. #### Cons I wish I could've uploaded the info to my payroll company (Paychex) --- ### Highly Engaged - Overall rating: 5/5 - Reviewer: Bunny P. - Industry: Insurance - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: August 2017 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Efficiency and continuity of information delivery of insurance benefits in addition to legible enrollment forms with complete information. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### BerniePortal Review - Overall rating: 5/5 - Reviewer: Tammy B. - Industry: Insurance - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: December 2018 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Helpful product that can use some improvements. - Overall rating: 3/5 - Reviewer: Daniel C. - Industry: Non-Profit Organization Management - Company size: 51-200 employees - Product usage: Used other for more than 2 years - Reviewed: January 2019 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 2/5 - Value for money: 5/5 - Customer support: 2/5 - Functionality: 2/5 #### Pros Once everything is entered (see what I like least), the software is pretty intuitive and user-friendly. Getting there is part of the battle. #### Cons Data importation. We utilize this software through our broker, and support for the software is only accessible through the broker; the end user/client cannot contact someone for help. If you're not ready to pull the trigger right away, some data becomes outdated and the only efficient way (and I use that term very loosely) is to scrap all of the data and re-import. #### Vendor response We're glad to hear that you've had a positive experience operating BerniePortal once it's been set up. I see that data importation has been difficult for you, and I'd like to offer a few tips. 1) For HR features such as Applicant Tracking, PTO, Time & Attendance, and Compliance, I'm happy to let you know that we have a readily-available Employer Success team that you can directly contact for support. 2) If you would like to edit employee information, this is possible without uploading a new census. If you would like to have your employee update their onboarding documents such as the W-4, you can request an edit from your employee directly in the portal. The employer admin also has the ability to adjust employee information one-by-one if necessary. If you have further questions, I'd recommend working with your health insurance broker to find a solution. We appreciate your feedback! Replied February 2019 --- ### Client Information Specialist - Overall rating: 3/5 - Reviewer: Julie W. - Industry: Insurance - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: December 2018 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Not that we are working with support team on a regular basis, it has been great! Very prompt for service issues. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 3/5 #### 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). #### Vendor response We're glad to hear that you've had a positive support team experience! In regards to your comment, "For open enrollment, it would be great to be able to do a passive enrollment:" We appreciate this feedback¿we'll take it into consideration as we build out our product development calendar. While BerniePortal currently does not permit passive enrollment, it does remember past employee elections so that employees can easily move through open enrollment without re-evaluating each benefit option. Hopefully this can simplify your processes as we continue to invest in our product! Replied February 2019 --- ### Great HRIS system for small employers - Overall rating: 5/5 - Reviewer: Kelly B. - Verified reviewer: Yes - Industry: Insurance - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: March 2019 - Review source details: This review was submitted organically. No incentive was offered This improves the employee experience from on boarding to benefit renewal. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros The system is easy to use. It does a nice job on ACA reporting and benefit administration. The applicant tracking software with indeed is a nice feature. #### Cons The reporting is improving but still needs improvement. --- ### The support team is fantastic - Overall rating: 4/5 - Reviewer: Joan C. - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: August 2017 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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 #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Highly Recommend - Overall rating: 5/5 - Reviewer: Megan M. - Industry: Insurance - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: December 2018 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### difficult to pull information - Overall rating: 3/5 - Reviewer: victoria s. - Industry: Banking - Company size: 51-200 employees - Product usage: Used daily for less than 6 months - Reviewed: January 2019 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. difficult, slow, and not intuitive to users needs, many issues with items that required varying amounts of coverage #### Ratings breakdown - Ease of use: 1/5 - Functionality: 2/5 #### Pros less paper electronic, quicker turnaround time for employees #### Cons slow to find employees, reports are not customize-able. many steps just to find a small piece of information #### Vendor response Thank you for your feedback. I'd like to address a few things so as to improve your BerniePortal experience. 1) "difficult, slow:" BerniePortal is cloud-based, which means that it requires internet to connect. I recommend checking your internet speed to see if this is the problem. 2) "not intuitive to users needs:" BerniePortal prioritizes development based on user feedback and works to provide a simple user interface. Do you have any specific suggestions for improving BerniePortal user experience? 3)"many issues with items that required varying amounts of coverage:" Many of our clients are able to do this successfully, which makes me hopeful that we can find a solution to your troubles. Your broker has undergone extensive BerniePortal training and should be able to help you with this request. Hopefully this helps! Replied February 2019 --- ### Best Benefits Admin System - Overall rating: 5/5 - Reviewer: Kristen G. - Industry: Insurance - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: January 2019 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Very great experience. Would highly recommend. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Creates a PDF of the enrollment form for carriers that don't take smaller groups' EDI feed. 1095 forms. #### Cons A little difficult to navigate at times and have to ask for help. --- ### CRCD Partners BERNIE - Overall rating: 5/5 - Reviewer: Shanel F. - Verified reviewer: Yes - Industry: Real Estate - Company size: 11-50 employees - Product usage: Used monthly for free trial - Reviewed: October 2024 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I throughly enjoy Bernie & have learned a lot. I like that they give free resources & templates for an array of HR topics #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The monthly calendars with important dates The short but informative videos about all the different HR topics #### Cons I have only used the online version of Bernie --- ### Not Impressed - Overall rating: 3/5 - Reviewer: Diana H. - Industry: Construction - Company size: 11-50 employees - Product usage: Used weekly for less than 6 months - Reviewed: January 2019 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. I like how I can access all the employees info for them, as they're not all computer savvy, etc... #### Ratings breakdown - Ease of use: 2/5 - Value for money: 2/5 - Customer support: 3/5 - Functionality: 2/5 #### Pros I liked the idea that it was supposed to tell employees their per pay period costs, and allow them to modify their choices #### Cons That it didn't work correctly. It wasn't allowing us to change the Voluntary Life (slider bar). And I have employees who's calculations were incorrect vs what we were billed from the carrier. It's not easy to go back and ask for more money after the fact. #### Vendor response We're sorry to hear that you've had trouble with your employees' benefits information. BerniePortal's team configures the system using information submitted to them. If this information is incorrect, it is likely that the information submitted was incorrect. I recommend working with your broker to review your teams' information. This discrepancy between the carrier bill unfortunately happens frequently because the information is being moved between systems. In order to reslove this, I recommend asking your broker about working with carriers offering BernieBill, BerniePortal's native billing solution. Using BernieBill, carriers can issue bills directly through BerniePortal so that the information they use to calculate bills pulls the data entered into BerniePortal. If you have any questions, feel free to reach out to your broker and they should be able to assist you! Replied February 2019 --- ### Great for Insurance benefits - Overall rating: 5/5 - Reviewer: Megan B. - Industry: Entertainment - Company size: 11-50 employees - Product usage: Used weekly for less than 2 years - Reviewed: January 2019 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. We just started using BerniePortal last year, it was the first year we offered employee benefits, and there are so many different things that are useful just with the one portion that we use. The reports are nice that it can pull and send to you. #### Ratings breakdown - Ease of use: 5/5 - Functionality: 5/5 #### Pros What I like about this software is that there is ease when onboarding new employees and then the employees also have it pretty easy when selecting the benefits that they wants. Nice that is makes it a step by step process but it is self explanatory. #### Cons It is sometime a little more complicated to get into the masquerading option from the admin login, sometimes things don't always work correctly but it always works eventually. --- ### Bernie Portal is great! - Overall rating: 5/5 - Reviewer: Joshua S. - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: December 2018 - Review source details: This review was submitted organically. No incentive was offered 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! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Office Manager -- From the Admin Side - Overall rating: 5/5 - Reviewer: Ashley R. - Industry: Mechanical or Industrial Engineering - Company size: 11-50 employees - Product usage: Used monthly for less than 6 months - Reviewed: January 2019 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. We are a small firm so you would think we would only offer a plan or maybe two at the most. But we are offering 15. Yes, 15. We could not do that without the Bernie Portal. But being a small firm you tend to know more about your co-workers than most offices would. You know that some would like a traditional plan that pays for everything while another co-worker couldn't afford such a Cadillac plan. You know that some are young and want an HSA while others are healthy and do not need all the bells and whistles. With co-pays and out of pockets, specialist vs. general physicians, monthly prescriptions vs. occasional antibiotics it has become almost impossible for a one plan fits all anymore. Hence our 15 and like I said . . . .could only be accomplished with the Bernie Portal. #### Ratings breakdown - Ease of use: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros We offer several plan options and with the Bernie Portal it allows the employees the opportunity to review, decide and choose which plan works best for them. With health plans becoming more and more the responsibility of the consumer this gives them their first step in making that happen. And in reviewing their own plans they have more insight into what their chosen covers and does not cover. The other wonderful thing is a more simplistic way to review your summary of benefits and certificate of coverage. The documents are online and always available. #### Cons The only thing I found sort of challenging is sometimes you do have to hunt and peck a little to find admin documents you might need. But once you understand how the system works then it gets much easier. --- ### Great for small school district - Overall rating: 5/5 - Reviewer: Casandra S. - Verified reviewer: Yes - Industry: Education Management - Company size: 51-200 employees - Product usage: Used daily for less than 6 months - Reviewed: July 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Very positive experience. Really makes my job easier. #### Ratings breakdown - Ease of use: 4/5 - Functionality: 4/5 #### Pros It puts all of our hiring in one place. #### Cons The messaging part to potential candidates doesn't always work. ## More reviews [Next reviews](https://www.softwareadvice.com/hr/bernie-portal-profile/reviews/?page=2) --- BerniePortal Reviews, Pros and Cons - 2026 Software Advice