For Brokers

Product Updates

Want to know what BerniePortal's been up to?

We've been busy!

Product Updates

Want to know what BerniePortal's been up to? We've been busy!

November 2021

  1. Ability for Employers to Add Carrier Forms to Plan
  2. Design Improvements to Applicant Tracking

October 2021

  1. New Options for Generating Performance Surveys
  2. Ability to Reset PTO Based On the Employer’s Fiscal Year
  3. Upgrades to PTO

September 2021

  1. Google Workspace Integration
  2. New Status for Declined Candidates in Applicant Tracking
  3. New Email Settings for Hiring Managers and Influencers

August 2021

  1. Separate BernieBills Generated for each Department or Division Within an Organization
  2. Updated BerniePortal Knowledge Base
  3. Improved Employee Plans Area
  4. Enhanced Benefits Feature Design

July 2021

  1. Time & Attendance: Allow Employees to Indicate Where Their Time Worked Should Be Allocated
  2. More Types of Employee Information Can Now Be Updated Via the “Mass Update” Capability
  3. Improvements to the “Plan Documents” Component for Plan Configuration

June 2021

  1. New org chart functionality
  2. Improvements to the employee upload census process
  3. PTO Calendar now available to employees
  4. New BerniePortal benefit provider: Alpine

May 2021

  1. COBRA: Assistance-eligible under ARPA
  2. Updating Spouse/Dependent gender and birthdates outside of enrollment
  3. PTO Holidays are now accounted for on the “Payroll: Time & PTO” report

April 2021

  1. New offboarding checklists
  2. New employee census spreadsheet
  3. Changing “None” designation to “Not assigned” for subgroups

March 2021

  1. Compliance feature updates
  2. New Surveys allow employers to create and send surveys to employees about individuals or about the organization as a whole.
  3. The Employee Eligibility data type is now available to include on Custom Reports in the Broker area

February 2021

  1. Employees Can View COBRA Details
  2. Checklists Now Appear for Global Admins and Managers
    Immediately Upon Adding a New Hire
  3. Prior Offer in Offer Overview

January 2021

  1. Team Directory
  2. New PTO Report
  3. Onboarding Improvements
  4. BernieForms

September 2020

  1. Passive Open Enrollment / Auto-Enrollment

August 2020

  1. Managers of Employees will now see “Checklists” for their reports
  2. Added Benefit Reduction settings for LTD (2) Benefit Type

July 2020

  1. Age Report
  2. BernieForms Plain Text Questionnaire
  3. Medical Bridge based on Health

June 2020

  1. Upcoming Offers

May 2020

  1. Upcoming Offer Update

April 2020

  1. Custom Reports: New Data Element
  2. Custom Reports: Ability to retrieve benefits information when generating for any type of Subgroup and not just Benefits Subgroups

March 2020

  1. Employee List Page

February 2020

  1. New Federal I-9
  2. Onboarding Checklists

January 2020

  1. New “General Docs” navigation item for Employees
  2. New W-4 to reflect government’s new W-4

November 2019

  1. Option to add additional PDFs at the beginning of the enrollment experience for employees
  2. Applicant Tracking Dashboard
  3. Applicant Tracking To-Do List

October 2019

  1. Mass Salary Update
  2. Applicant Tracking Improvements

August 2019

  1. Reporting: improvements to employer reports
  2. “Life based on Health”
  3. Custom Employer Profile Page
  4. COBRA-related build-out improvement

June 2019

  1. Reporting: improvements to broker-level reports
  2. Reporting: new standard report – “Payroll Report”
  3. Enrolled employee’s Benefits Area: improved user interface

May 2019

  1. Improvement to carrier forms
  2. Dependent definition now appears on employee election PDFs
  3. New default “Confirmation & Authorization” language
  4. New “# of deduction” amounts
  5. Improvements to reports
  6. New benefit type: Limited FSA
  7. New option for plans of the FSA benefit type

April 2019

  1. Additional Employee “Hire Types:” “Test” and “K-1”
  2. More information about beneficiaries on the enrollment PDF

March 2019

  1. Spouse/dependents able to apply up to employee’s “applied for” amount for Voluntary Life
  2. Custom labeling for Voluntary Life benefit types
  3. New benefit type: LTD (2) and custom labeling of LTD benefit types
  4. New effective date rule option: “first of the month only”
  5. New report type: onboarding report
  6. Improvements to the employer’s user interface for reports
  7. Custom reports: Step 1

February 2019

  1. New BerniePortal Feature: Performance Management

January 2019

  1. PTO Calendar
  2. New Employee Status: COBRA

November 2018

  1. PTO ability to request time off in 15-minute increments
  2. PTO user interface enhancements
  3. PTO audit area

October 2018

  1. Reporting: employee’s and dependents’ primary care physician(s)
  2. Reporting: new “Employee SSN” column

September 2018

  1. Indeed integration
  2. Purchase minimums for Voluntary Life
  3. Employees can now upload files into their own personnel file

August 2018

  1. Feature admin visibility

July 2018

  1. Agency plan import
  2. Custom option fields

June 2018

  1. Cleaned up employer integrations area
  2. Insurance company page
  3. Hiring from within the Applicant Tracking System
  4. New benefit type: Identity Theft

May 2018

  1. New funding option: $ and % rate split
  2. Two new benefit types: Hospital Indemnity and Legal
  3. New riders capability
  4. Shells

April 2018

  1. Onboarding form mapping

March 2018

  1. Employee information pages have a new and improved look
  2. Enhanced capabilities for part-time employees

February 2018

  1. Custom labeling
  2. Uploading PDFs to non-custom onboarding categories
  3. Attaching a PDF to an onboarding document
  4. Improvements to carrier form mapping

January 2018

  1. BernieBill: Clean bill guarantee
  2. BernieBill: The ability to write notes on past bills

December 2017

  1. 1095-C updates and mailing capability
  2. Email notifications for BernieBill

November 2017

  1. BernieBill with Guardian and Allstate
  2. New Feature: Applicant Tracking System

October 2017

  1. Employers can now view dependents
  2. Variable LTD
  3. Carrier forms text color change

September 2017

  1. Ability to indicate when salary changes impact benefits
  2. Improvements to benefits booklets
  3. Age banded Critical Illness
  4. Open enrollment bills

August 2017

  1. PDF settings–salary option
  2. Issue age
  3. Preloading dependents and previous elections

July 2017

  1. New short-term disability & long-term disability approaches
  2. Short-term disability & long-term disability volume rounding
  3. Life coverage rounding

June 2017

  1.  EOI functionality
  2. Age banded life
  3. Election PDF settings

May 2017

  1. New EOI functionality
  2. Age banded life
  3. Salary changes
  4. Improvements to election PDFs

April 2017

  1. Rate testing
  2. Updated employee onboarding experience
  3. Reports & waiting periods

March 2017

  1. Age banded health plan rate configuration
  2. New navigation
  4. Optimizing BerniePortal
  5. Rate testing

February 2017

  1. 1094-C/1095-C
  2. Subgroup tweaks
  3. New navigation
  4. Benefit booklets
  5. Change report