BerniePortal Software

4.33 / 5 (125)

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

What is 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 fe...


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Supported Operating System(s):

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

125 Reviews of BerniePortal

Average User Ratings

Overall

4.33 / 5 stars

Ease-of-use

4.0

Value for money

4.5

Customer support

4.5

Functionality

4.0

Ratings Snapshot

5 stars

(70)

70

4 stars

(35)

35

3 stars

(14)

14

2 stars

(3)

3

1 stars

(3)

3

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 125 results

December 2018

Meghan Elise from Full Service Insurance

Verified Reviewer

Company Size: 11-50 employees

Industry: Insurance

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2018

Customer support worth the price

We were looking at having to hire two support staff immediately to support new & renewal business Q4. With Bernie's ease of implementation and instant streamlining effect we were able to defer to Q1 so we can spend much needed time searching, thoughtfully rather than desperately, for our one new staff member. Eliminated the need for a second one.

Pros

The fact that I don't have to build out anything or learn how to code to be able to use it and show my clients how to use it. I have one person at Bernie to communicate with and he builds everything needed to make me look good and my clients feel confident in the technology. I truly love not having a revolving phone bank of support or having to create a ticket online and wait for someone to pick it up.

Cons

Really can't think of a negative right now and haven't heard anything negative about it from any clients to date.

August 2017

Bunny from Brown & Company Insurance Services

Company Size: 11-50 employees

Industry: Insurance

Time Used: More than 2 years

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 SEDA-Council of Governments

Company Size: 51-200 employees

Industry: Government Relations

Time Used: Less than 2 years

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

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!

December 2018

Tammy from Miller Loughry Beach

Company Size: 11-50 employees

Industry: Insurance

Time Used: More than 2 years

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.

November 2018

Kristen from Geonetric

Verified Reviewer

Company Size: 51-200 employees

Industry: Computer Software

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

3.0

Functionality

3.0

November 2018

Open Enrollment 2019 -

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. :)

Response from Bernard Health

Replied December 2018

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!