All BerniePortal Reviews
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Anonymous
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2018
Definitely a little bit of a learning curve, but we're coming around
Lots of useful tools that we are able to utilize as a broker. Love the 1095 build outs and quick reports.
CONSCan 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.
Bunny
Insurance, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2017
Highly Engaged
Efficiency and continuity of information delivery of insurance benefits in addition to legible enrollment forms with complete information.
PROSThe 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.
CONSThe 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.
SHAYLA
Construction, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
1
EASE OF USE
3
VALUE FOR MONEY
2
CUSTOMER SUPPORT
2
FUNCTIONALITY
2
Reviewed August 2019
Useless Product
The only thing that I liked about this software, is that employees were able to enroll into their benefits, and BP would send me a summary sheet.
CONSThere is a pto tracker, however it only tracks by hour, and does not work if you have different employees with different amounts of pto earned each year. BP does not integrate well with many of the big name healthcare providers so even though they give you that summary sheet, you still have to enter the information in yourself. Customer service is slow and terrible. It takes days for someone to get back to you, and sometimes, it's just to tell you that they still don't have the answer. I also had an instance where another company's documents were uploaded onto our profile for employees to review and sign off on.
Vendor Response
Thank you for taking the time to submit a review! We always welcome your feedback. You mentioned a few cons: 1. "PTO tracking only tracks by the hour and doesn't work if you have different employees with different amounts of PTO each year." Our PTO feature tracks in 15-min increments and PTO Admins have the ability to manually adjust employee PTO amounts. I would suggest asking your broker to help you set up a time for a demo of the feature. 2. "BP doesn't integrate with big-name healthcare providers." We are always willing to speak with carriers about getting an integration set-up! If this is something you're interested in, ask your broker to speak with their Advisor Success rep to get the conversation started between BerniePortal and the carrier. 3. "Customer service is slow and terrible." We're sorry you've experienced this. Your broker is another great point of contact when it comes to answering your questions. Thanks again for your feedback, hopefully this helps!
Replied August 2019
Tammy
Insurance, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed 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.
PROSI 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.
CONSSometimes 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.
Sandi
Insurance, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed 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!
PROSBerniePortal 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!
CONSThe reporting in BerniePortal could be improved - it is sufficient but could be upgraded to be more intuitive for the admin staff and clients alike.
Anonymous
51-200 employees
Used less than 2 years
OVERALL RATING:
2
EASE OF USE
2
VALUE FOR MONEY
2
CUSTOMER SUPPORT
2
FUNCTIONALITY
2
Reviewed April 2018
Use for selecting/adjusting/tracking benefits received through work
You can view your current benefit selections at any time, even if the HR team is off the clock at work.
CONSThe 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.
Vendor Response
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!
Replied April 2018
Diana
Insurance, 51-200 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
3
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed 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.
PROSIt 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.
CONSThe 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.
Joshua
Insurance, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed 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!
PROSI 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.
CONSEvery 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.
SHAWN
Construction, 11-50 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2019
GREAT HR SOLUTION - ESPECIALLY FOR THE COMBINATION CFO/HR ROLE
BerniePortal has allowed me to entirely streamline our HR functions. Insurance renewal time is a breeze, onboarding is a non-event, and we now are compliant on all employment sign-offs, etc. I am able to now financial steer the company instead of reacting to HR events.
PROS- The onboarding solution streamlines the process - The insurance application process allows for ease of submission directly by the applicant - We were able to upload our updated Employment Handbook and all related policies in to require signature from employees. - The PTO solution takes the record-keeping burden off of my group as managers directly approve PTO requests. - The customer service group is very responsive - The development team seriously considers user feedback (implementation of a PTO calendar view)
CONSThe PTO solution requires a bit more flexibility with regard to rolling-over unused PTO to the subsequent year and/or loading the annual PTO at the beginning of each year
Megan
Insurance, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed 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.
PROSThe system is very user friendly and customizable.
CONSThe system exports various reports and any SSN's that begin with 0 do not reflect 0 at the start. No major dislikes.
Amanda
Staffing and Recruiting, 51-200 employees
Used daily for less than 6 months
OVERALL RATING:
4
EASE OF USE
2
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
3
Reviewed 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.
PROSBernie Portal has good customization options, and they responded quickly when we needed to make a change to the view/setup of our plans.
CONSWe 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.
Sandra
Insurance, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed 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.
PROSThe 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.
CONSThe 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.
Alec
Government Administration, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed July 2021
Rolka Loube's Review
Rolka Loube is very happy with BerniePortal and is excited to keep using the portal/new services for years to come.
PROSAll around good product/software. The team(s) at BerniePortal are always there to help and are extremely professional every time I have spoken to them.
CONSThe only con I would say that I have would be with the PTO feature we have set up. It has been giving us issues almost the entire time we have been using it. But will say that BerniePortal is always there to help with those issues.
victoria
Banking, 51-200 employees
Used daily for less than 6 months
OVERALL RATING:
3
EASE OF USE
1
FUNCTIONALITY
2
Reviewed January 2019
difficult to pull information
difficult, slow, and not intuitive to users needs, many issues with items that required varying amounts of coverage
PROSless paper electronic, quicker turnaround time for employees
CONSslow 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
Meredith
Insurance, 51-200 employees
Used weekly for less than 2 years
OVERALL RATING:
3
EASE OF USE
2
VALUE FOR MONEY
3
CUSTOMER SUPPORT
5
FUNCTIONALITY
2
Reviewed 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.
PROSBasic enrollments (Medical, Dental, Vision, Life, STD, LTD) and normal contributions, it's really easy to build and use.
CONSAnything 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.
Lisa
Insurance, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
FUNCTIONALITY
3
Reviewed August 2022
Bernie Portal Review
Customer service, reporting, build out support
CONSCumbersome, reporting features nice concise
Heather
Non-Profit Organization Management, 51-200 employees
Used weekly for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
FUNCTIONALITY
4
Reviewed January 2019
Why would you not use Bernie Portal?
BP partnered with our insurance agents from Buckman Mitchel makes the hard job of an HR professional much easier.
PROSAutomating the onboarding process and including benefit elections into the onboarding ensures that an employee will not be forgotten when they become eligible for benefits. BP gives employees the opportunity to complete new hire documents prior to their first day, giving them more hands on time. I find employees read the handbook since they have the time to and it is provided online through BP.
CONSI do with there was an E-Verify option, for the fact I still need to see the work eligibility documents on the first day.
Joshua
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed August 2017
Making communication with clients much easier.
Intuitiveness and ease of use. Slick interface. Clients love it. Relatively small learning curve. ...
CONSHaving to redo elections when we make small changes. Not being able to term or add a dependent without redoing elections.
Kelly
Government Administration, 51-200 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2019
Awesome
Since day 1 I have loved this system. I love the fact that it automatically sends you updates as personnel make changes, and that it sends a clear accounting of all elections for enrollment periods.
PROSThis program is perfect for staff who are not computer literate. I have many field technicians who have great difficulty maneuvering through systems, but they are very quick to get through BerniePortal with little to no assistance.
CONSWould like a component that allows us to process our payroll internally and not sending information to a payroll vendor.
Samantha
Accounting, 2-10 employees
Used less than 2 years
OVERALL RATING:
3
EASE OF USE
2
FUNCTIONALITY
3
Reviewed December 2019
Not what I hoped for
Not that impressed with the product. I would like a better platform that is easier to work with.
PROSA solution for employees to sign benefits forms electronically, reducing the need for printing forms and distributing as well as tracking if employees returned them. Can easily send out reminders for those that haven't signed forms.
CONSReporting is difficult and its not easy to navigate to find employee paperwork and download documents.
Reason for choosing BerniePortal
Our insurance company partners with them and helped with the implementation.
Sandi
Insurance, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2017
BerniePortal has exceeded my expectations!
My clients absolutely love BerniePortal. The benefits enrollment is great, and the onboarding tools are a huge bonus. What a difference from collecting paper applications from all employees!
PROSAs a broker, ease of use for my clients is critical. Online enrollment is the future in benefits, and getting on board with a system that does it right was essential. BerniePortal delivers!
CONSThe only thing I would add is a short benefit summary on the Election screens for each plan. As it is set up now, the employee has to click on a PDF to view the benefit summary. It is still far better than paper, but a short summary on the screen would be helpful.
Chelsea
Events Services, 11-50 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
4
Reviewed January 2019
Great tool that streamlines many processes!
Even though we have only been using it for a short time (approx. 6 months), I have been very pleased so far. Anytime I have an issue or need something customized, my broker works directly with the BerniePortal customer service team and the response time is usually very quick.
PROSBernie Portal has greatly improved our Onboarding and Open Enrollment processes. Having everything captured electronically is a huge time saver for both HR and employees.
CONSWould like to see more robust reporting capabilities/options to run custom reports. Currently have to do a lot of manipulation once data is exported.
Melanie
Verified reviewer
Environmental Services, 51-200 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2019
Super Easy to Use
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!
PROSI love Bernie because it's so easy for both me and my employees to use. It's made open enrollment a breeze.
CONSThe only con I can think of is that it doesn't integrate bills properly. But I'm not worried too much about that.
Amanda
Construction, 51-200 employees
Used daily for less than 6 months
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed January 2019
User Friendly
It's been wonderful!
PROSBernie Portal is mobile-friendly which is helpful because most of our employees work in the field and don't always have access to a computer. It is more user-friendly than our previous software and the customer service is friendly with quick response time. The onboarding of a new hire is simple but saves a lot of time and paperwork.
CONSIt's been a little more difficult to send out memos to all employees than our previous software.
Anonymous
51-200 employees
Used weekly for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed May 2019
Clunky look but overall effective
Easy to navigate the site and access information as needed. Some bugs with refreshing - overall just needs an updated user experience
CONSBugs during onboarding and revisiting certain items got to be a bit tedious, took a few times to access