For Brokers

Resource Library

The expert insights and resources you need to grow your agency — at the click of a button.

2020 Broker Benchmarking Survey Report

NEW Series:
The Modern Broker

2020 HR Calendar

BerniePortal Support: Common “How-To’s” & FAQs

The Broker’s Guide to Online Benefits Administration

Considering BerniePortal? A Broker’s Perspective

Growing Your Agency With BerniePortal: A Broker’s Prespective

Renewal Timeline

Build More Competitive Benefits with BerniePortal

Full-Service Implementation: The Partnership Approach

BerniePortal for HR

Buying Benefits Administration Software: The Buyer’s Workbook

Building Out Account Managment Careers

The Digital Age of Open Enrollment

Small Agency’s Guide to Benefits Administration

10 Questions to Ask Your Benefits Broker

ALE Calculator

Why P&C Agencies Should Adopt a Benefits Admin Platform

A Guide to Boosting Ancillary Revenue

How to Help Clients with Tech Support

Guide to Self-Insuring

Compliance Guide for 1095-Cs

Bought the Wrong HR Platform?

Inbound Lead Nurturing Roadmap