For Brokers

Streamline Benefits & HR

Help your small and mid-sized employers solve the strategic and transactional challenges of healthcare and HR.

Offer the Right Tools to Solve Your Clients' Challenges

Built by brokers for brokers, BerniePortal simplifies benefits administration, streamlines onboarding, and offers secure and compliant 1095-C reporting - making your life that much easier.

Benefits Administration

Offer Better Benefits

Allow employers to provide and administer competitive benefits and additional ancillary options, no matter their size, without the additional paperwork.

Simplify Open Enrollment

Easily collect and review election forms and communicate eligibility and plan details to employers, employees, and carriers to streamline enrollment.

Utilize Leading Integrations

Enjoy a variety of options for carrier and payroll integration, as well as a native billing feature, reducing the soft costs of offering more lines of coverage.

Benefits Administration

Offer Better Benefits

Allow employers to provide and administer competitive benefits and additional ancillary options, no matter their size, without the additional paperwork.

Simplify Open Enrollment

Easily collect and review election forms and communicate eligibility and plan details to employers, employees, and carriers to streamline enrollment.

Utilize Leading Integrations

Enjoy a variety of options for carrier and payroll integration, as well as a native billing feature, reducing the soft costs of offering more lines of coverage.

Onboarding

Eliminate Paperwork

Have new hires fully onboarded from any location and on any device before their first day with a quick and easy guided process, entirely online.

Seamlessly Collect Data

Don’t waste time with duplicative data entry - BerniePortal collects employee information and automatically populates it onto relevant new hire forms, like W-4s and I-9s, for you.

Transfer Information Securely

BerniePortal also stores the information collected to flow across every stage in the employee lifecycle, including benefits, to streamline data entry.

1094-C / 1095-C Reporting

Painlessly Generate Reports

BerniePortal uses its own enrollment and eligibility database to natively generate 1094-C/1095-C reports, removing third-party vendors from the process altogether.

Stay Compliant

Let BerniePortal electronically file forms directly with the IRS so that you can be confident each form is accurate, compliant and filed correctly.

Distribute Forms

Additionally, BerniePortal provides 1094-C/1095-C mailing services to ensure you get the right documents to the right employees at the right time.

1094-C / 1095-C Reporting

Painlessly Generate Reports

BerniePortal uses its own enrollment and eligibility database to natively generate 1094-C/1095-C reports, removing third-party vendors from the process altogether.

Stay Compliant

Let BerniePortal electronically file forms directly with the IRS so that you can be confident each form is accurate, compliant and filed correctly.

Distribute Forms

Additionally, BerniePortal provides 1094-C/1095-C mailing services to ensure you get the right documents to the right employees at the right time.

Support Every Stage of the Employee Lifecycle

BerniePortal also offers a full suite of HR features including:

Applicant Tracking System

PTO Tracking

Time & Attendance

Performance Management

How BerniePortal Helps Brokers

Let BerniePortal solve the operational, transactional, and administrative challenges of benefits and HR, enabling you to:

Expand Benefits Offerings

Provide more options and communicate plan details in an organized and digestible format.

Increase Your Competitive Advantage

Win new business by incorporating a robust software into your sales strategy.

Grow Your Business

Spend less time on benefits administration, and more time building your business.

Ready to Go Online?

See how BerniePortal’s all-in-one HRIS can help your agency and provide your clients with strategic benefits and HR support.

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