BerniePortal Software


 

Targeting health insurance brokers, BerniePortal is a cloud-based benefits administration software solution. It offers in-person training and access to a dedicated client success representative along with chat support.

BerniePortal allows employers to work with any insurance broker and also provides support staff from within its own team to guide users through any software issues. This systems helps digitize all steps in the onboarding process and allows employers to save form templates for reuse.

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 and gives them access to a benefits portal where they can check the details of their benefits plan.

BerniePortal offers bank and carrier integration and allows employers to brand their portals.

This software product is suitable for over five users and is only offered in the United States.

 

BerniePortal - Plan elections
 
  • BerniePortal - Plan elections
    Plan elections
Supported Operating System(s):
Web browser (OS agnostic)

8 Reviews of BerniePortal

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Chris from North Risk Partners
Number of employees: 51-200 employees Employees number: 51-200 employees

August 2017

August 2017

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

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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.

Review Source: Capterra
 

Joan from HealthPointe Insurance Services, LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

The support team is fantastic

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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.

Review Source: Capterra
 

Bunny from Brown & Company Insurance Services
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2017

August 2017

Highly Engaged

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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.

Review Source: Capterra
 

Matthew from Meyers Glaros Group

August 2017

August 2017

Revolutionized our enrollment capabilities

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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

Review Source: Capterra
 

Pat from Reaume Insurance Solutions
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

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

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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.

Review Source: Capterra
 

Sandi from The Otium Agency Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

BerniePortal has exceeded my expectations!

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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.

Review Source: Capterra
 

Diana from LD&B Insurance
Number of employees: 51-200 employees Employees number: 51-200 employees

August 2017

August 2017

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

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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.

Review Source: Capterra
 

Joshua from Vanguard Benefit Solutions, Llc

August 2017

August 2017

Making communication with clients much easier.

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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.

Review Source: Capterra