BerniePortal software


14 reviews(4.5/5)
14 reviews(4.5/5)

BerniePortal is a cloud-based benefits administration solution designed for health insurance brokers. It offers onboarding, benefits management, time and attendance, PTO tracking, applicant tracking and payroll integration within a suite.

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

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

BerniePortal features payroll integration, which allows users to connect with different payroll systems, such as ADP, and incorporate the benefits information in payroll. It also offers bank and carrier integration, which allows employers to brand their portals. The vendor offers online support to the customers.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic)

14 Reviews of BerniePortal

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  • Verified Reviewer

    June 2018

    Gets you organized

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Bernard Health, Bernard Health - Duplicate Do Not Use

    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.

  • Verified Reviewer

    Number of employees: 51-200 employees

    April 2018

    Use for selecting/adjusting/tracking benefits received through work

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Bernard Health, Bernard Health - Duplicate Do Not Use

    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!

  • Teresa from Golsan Scruggs

    March 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Lou from Hub International Northwest LLC

    March 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Paula from Sun Risk Management, Inc.

    March 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    March 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Chris from North Risk Partners

    Number of employees: 51-200 employees

    August 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Joan from HealthPointe Insurance Services, LLC

    Number of employees: 2-10 employees

    August 2017

    The support team is fantastic

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Bunny from Brown & Company Insurance Services

    Number of employees: 11-50 employees

    August 2017

    Highly Engaged

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Matthew from Meyers Glaros Group

    August 2017

    Revolutionized our enrollment capabilities

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Pat from Reaume Insurance Solutions

    Number of employees: 2-10 employees

    August 2017

    A great product to eliminate quoting and faxing applications to the client.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I feel I can compete with the big boys. I've brought something new to the client and i think that is important.

    Pros

    Once you set the client up, pick the employer contribution, add voluntary then you welcome employees to enroll. You then capture their request and process their applications. The biggest thing for us has been adding voluntary products without the need to bring in an enrollment team.

    Cons

    It can be a lot of work to get a client set up but the end result is client retention and more voluntary sales.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Sandi from The Otium Agency Inc.

    Number of employees: 2-10 employees

    August 2017

    BerniePortal has exceeded my expectations!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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!

    Pros

    As 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!

    Cons

    The 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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Diana from LD&B Insurance

    Number of employees: 51-200 employees

    August 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Joshua from Vanguard Benefit Solutions, Llc

    August 2017

    Making communication with clients much easier.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Intuitiveness and ease of use. Slick interface. Clients love it. Relatively small learning curve. ...

    Cons

    Having to redo elections when we make small changes. Not being able to term or add a dependent without redoing elections.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
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