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BerniePortal Logo

BerniePortal

4.3
(133)

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All-in-one HRIS software for SMBs

(1)

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BerniePortal Features

Features Summary

Functionality

4.0

/5

133

Total features

72

6 categories

BerniePortal features

360 Degree Feedback
API
Access Controls/Permissions
Activity Dashboard
Applicant Tracking
Application Management
Attendance Management
Attendance Tracking

Common features of Human Resources software

360 Degree Feedback
API
Access Controls/Permissions
Activity Dashboard
Applicant Tracking
Approval Process Control
Benefits Management
Calendar Management

Price starts from

1

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

4.0

/5

133

Price starts from

1

learn more

Total Features

72

Unique features

  • Surveys & Feedback

  • Peer Appraisals

  • Goal Setting/Tracking

  • Performance Review Management

Functionality

4.5

/5

6.7K

Price starts from

20

Per month

learn more

Total Features

83

Features in Common

23

Unique features

  • Workstation Tracking

  • Project Time Tracking

  • Timesheet Management

  • Salaried Employee Tracking

Functionality

4.8

/5

3K

Price starts from

8

/user

Per month

visit website

Total Features

193

Features in Common

67

Unique features

  • Identity Federation

  • Software Management

  • Web-based Deployment

  • Endpoint Management

Common BerniePortal comparisons

BerniePortal logo
BambooHR logo
BerniePortalvsBambooHR

Reviewers who mentioned features said:

KB
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Kelly B.

Insurance, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Great HRIS system for small employers

Reviewed 5 years ago

This improves the employee experience from on boarding to benefit renewal.

Pros

The system is easy to use. It does a nice job on ACA reporting and benefit administration. The applicant tracking software with indeed is a nice feature.

Cons

The reporting is improving but still needs improvement.

TP
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Thomas P.

Insurance, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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Bernie Portal Review

Reviewed 5 years ago

We have made tremendous strides with Administering Bernie Portal internally for our comapny and for our clients. Our new rep,has been nothing but extraordinary to work with. He never takes long to answer, and treats each one of our clients with a sense of urgency, just like we do. We have had our struggles depending on the complexity of the group, but overall we are satisfied with Bernie Portal's software

Pros

We love the interface of Bernie Portal and how easy it is for our company and our clients to use. Additionally, the fact that Bernie Portal "builds" and implements our group clients takes that large burden off of us to focus more on sales.

Cons

There are a lot of functions Bernie Portal does not offer at all, or other systems offer better. Bernie Portal does not allow different hour eligibility requirements. They do not have a measurement period feature. Recently, Bernie Portal also increased prices for "add on features" so much that we are having difficulty passing this cost onto our clients. Previously the rates were reasonable, now the add on features are extremely expensive.

WB
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Whitney B.

Insurance, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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BerniePortal Review

Reviewed 5 years ago

I am new to using Bernie Portal on the broker level but I can already see the benefit of our agency purchasing it. We've seen many of our clients get excited about the platform, especially when they are able to easily learn more about their benefits and how to keep their benefit information organized in one place. We've also seen HR Director's light up when they're able to pull reports quickly and keep track of the many HR tasks all in one spot.

Pros

It's user friendly for brokers, employers and employees. Which is one of the most important features you want in any system.

Cons

No system is perfect. It would be nice if we had the option to have more custom reporting.

AW
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Amy W.

Insurance, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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A great business decision!

Reviewed 5 years ago

BerniePortal helps us to bring real solutions to our clients. We love our client support team member(s) and value our relationship with the BerniePortal team. That support facilitates our success!

Pros

Ease of use, constantly evolving, great customer support

Cons

We did not find this software sooner than 2016.

AR
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Verified reviewer

Aviation & Aerospace, 201-500 employees

Used weekly for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend1/10

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New BerniePortal User

Reviewed 5 years ago

I would not recommend the BerniePortal and will be looking for a new solution. It may work for smaller employers with less employees, but it is not the solution for larger employers with more active enrollment needs.

Pros

We just used this software for our recent open enrollment period. Employees were able to enroll easily in their benefits and see their options.

Cons

The biggest problems are on the back side. There is no provision for passive enrollment years. The reports are very difficult to get to and are not well written for the benefit professional. The report request is processed and then you are supposed to be emailed a report, but they don't always come through and then they expire if they get caught in your spam filter. We had major issues with getting accurate change report information to report to the carriers - it was not clear what exactly changed from last year to the new year. There is a very nice dashboard, but it can't be used to pull enrollment data for the plans.

Vendor response

Thank you for your feedback. You mentioned that, "The report request is processed and then you are supposed to be emailed a report, but they don't always come through and then they expire if they get caught in your spam filter." This problem can be resolved by adjusting the settings in your email inbox. I recommend adjusting these settings so that you will receive the email reports sent by BerniePortal. If you continue to have problems, I recommend contacting your broker or looking at the BerniePortal Knowledge Base. Both of these are excellent resources that may provide insight into the challenges you are experiencing.

JM
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Jennifer M.

Nonprofit Organization Management, 51-200 employees

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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The benefits of using the BerniePortal

Reviewed 5 years ago

The BerniePortal is best in class in terms of an onboarding and benefits system. It captures the data and eliminates lengthy forms from having to be filled out manually and then transmitted.

Pros

I like the connection that the BerniePortal makes with new hires even before they join the organization. The ability to onboard and get the HR paperwork out of the way is a great asset for our organization.

Cons

There are a lot of changes made to the portal and these changes are rolled out quickly and sometimes this causes errors with capturing information and submitting it to third party vendors.

AR
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Verified reviewer

Used monthly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Gets you organized

Reviewed 6 years ago
Pros

Moving us from paper to digital. The best thing was how simple it was to use. I have employees that varies in age and computer knowledge and it was so easy! They were able to log in, fill out the form with ease and submit. Accessing the information after the fact was simple and the staff was just so happy that we went digital. On the back end as the administrator, it has all the reports I need and more. It was easy to go back and review files.

Cons

They have several additional features that you can use. However, they need more updates for it to be worthwhile.

Vendor response

We are thrilled that BerniePortal has been a valuable organizational tool for you! In regards to your comment on our additional HR features, we would love to hear your feedback on how to improve our product. We are continually developing our product and especially value our users' input. If you have any recommendations, please contact your Client Success representative.

AR
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Verified reviewer

Consumer Goods, 51-200 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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User Friendly but Slow to Process

Reviewed 5 years ago
Pros

I liked the set up of the system. I was able to find where the employees were, the payroll section, the bills section, etc. with ease.

Cons

I did not like how slow the system was to process. When I would try to switch from page to page, it takes awhile to load. Since we are in year 2019, I expect to use systems that are just as fast as my computer's operating system. I was surprised at how slow the Bernie Portal is.

JF
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Jen F.

Veterinary, 51-200 employees

Used weekly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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Experience with Bernie Portal for Benefits Management

Reviewed 5 years ago

Our broker recommended BerniePortal to administer benefits, rather than our current payroll/HR provider's system. In hindsight, we probably would have just stuck with one system. Bernie is probably useful for overall employee/HR management, but since we have only used it for benefits administration, I haven't seen the full picture of what it can do.

Pros

It's very easy to add an employee to the system and to pull up individual benefits enrollment information. Terminations are also easy, and COBRA administration is handled by Bernie. The employee list shows you at a glance who is enrolled, who still needs to enroll, and who needs to "onboard." Employee enrollment in benefits is user-friendly and straightforward. Employees are shown the costs of each of their selections along the way, and can easily make changes prior to completing enrollment.

Cons

The reports aren't very useful. I'm not able to pull up a simple report that tells me (for example) the employee's name plus their enrollment choices. It would be really helpful to be able to do this when reconciling statements from our benefits providers with actual enrollment. I wish I could add and "onboard" a part-time employee who is not eligible for benefits in one step. Since we only use Bernie for benefits administration, there's no reason for them to "onboard" when they can't enroll in anything. It's been difficult to get an API / integration going with our payroll/HR software provider. I had to learn the system on my own. I tried to get some in-person training but was not successful.

SP
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Shayla P.

Construction, 11-50 employees

Used weekly for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend2/10

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2 out of 10 stars.

Reviewed 5 years ago

Overall, I wouldn't recommend Bernie Portal. We only have this system because it goes along with our insurance company. If we didn't have to use it, we wouldn't. I'm just glad we're a smaller business so issues are easily fixable on MY end, since I can't count on Bernie Portal to fix it.

Pros

When employees enroll into benefits, we receive a detailed and easy to read enrollment form.

Cons

You cannot upload your own documents for employees to digitally sign, you have to send to your rep, and sometimes we've had another company's documents uploaded onto our profile. The pto feature is not user friendly whatsoever, and you can only use time off in half day or full days. The time tracking feature is nice, allows employees to clock in and out, but sometimes there are glitches and issues and all of a sudden everyone's times are missing - and no one has any idea on what's caused it. The customer service is also very slow, representatives take days to get back to you, a lot of them don't know the answers to questions, and have to keep sending you on over to others.

Vendor response

We're sorry to hear that you've had difficulty operating BerniePortal. I'd like to touch on a few items from your review to improve your experience: 1) You can create custom employee notices at the employer level using BerniePortal Compliance. 2) We've made significant improvements to the PTO feature--including the ability to request PTO in increments as small as 15 minutes. I'd really encourage you...

JC
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Joan C.

Insurance, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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The support team is fantastic

Reviewed 7 years ago

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.

AM
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Angela M.

Insurance, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Bernie is our BFF

Reviewed 5 years ago

Love how all types of employees are able to access and use; easy to understand verbiage.

Pros

Bernie Portal is very user friendly; I love this system :-)

Cons

Need to be able to filter reports per employee status, etc.

MG
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Matthew G.

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Revolutionized our enrollment capabilities

Reviewed 7 years ago
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

AR
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Ashley R.

Mechanical or Industrial Engineering, 11-50 employees

Used monthly for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Office Manager -- From the Admin Side

Reviewed 5 years ago

We are a small firm so you would think we would only offer a plan or maybe two at the most. But we are offering 15. Yes, 15. We could not do that without the Bernie Portal. But being a small firm you tend to know more about your co-workers than most offices would. You know that some would like a traditional plan that pays for everything while another co-worker couldn't afford such a Cadillac plan. You know that some are young and want an HSA while others are healthy and do not need all the bells and whistles. With co-pays and out of pockets, specialist vs. general physicians, monthly prescriptions vs. occasional antibiotics it has become almost impossible for a one plan fits all anymore. Hence our 15 and like I said . . . .could only be accomplished with the Bernie Portal.

Pros

We offer several plan options and with the Bernie Portal it allows the employees the opportunity to review, decide and choose which plan works best for them. With health plans becoming more and more the responsibility of the consumer this gives them their first step in making that happen. And in reviewing their own plans they have more insight into what their chosen covers and does not cover. The other wonderful thing is a more simplistic way to review your summary of benefits and certificate of coverage. The documents are online and always available.

Cons

The only thing I found sort of challenging is sometimes you do have to hunt and peck a little to find admin documents you might need. But once you understand how the system works then it gets much easier.

AM
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April M.

Construction, 51-200 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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One less headache

Reviewed 5 years ago
Pros

Very user friendly, easy to use, one less thing to worry about

Cons

Not able to self enroll existing employees.

AR
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Verified reviewer

Banking, 51-200 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Bernie is a good benefit management tool

Reviewed 5 years ago

Has been excellent and the employees loved it. Problems have been solved quickly when a solution is available.

Pros

The customer support in getting started and setting up the portal as your benefit enrollment solution. The simplicity of the screens and the ease of following through from start to finish

Cons

Wish the reporting was more customizable Needs development on the more intricate elements of benefit management; beneficiaries designation variances between multiple policies, dependent designations and qualifications Ability to import images to benefit descriptive page to reflect carriers

TJ
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Thomas J.

Environmental Services, 11-50 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Benefits Manage

Reviewed 5 years ago

The best for employee benefits. I have employees log on to initially set up their medical benefits and they can log on anytime to verify.

Pros

Very nice to have all employee benefits, salaries, PTO, etc. filed electronically and having it all in one place.

Cons

In the event of a power outage I can not access files.

DC
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Deborah C.

Railroad Manufacture, 51-200 employees

Used monthly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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Bernie Portal Employer Administrator

Reviewed 5 years ago

It is an improvement over paper enrollments, but could be much better.

Pros

My employees found it easy to use for open enrollment. I like the summary sheets that I can store digitally for each employee.

Cons

the reporting function is awful - lack of filters and sorting options. No ability to open limited benefits for corrections - employee must reselect all benefits.

Vendor response

Thank you for your feedback! We use input just like this in order to improve our product. In fact, our users' feedback directly impacts our development priorities. Our product team is actively working on improving our product - including reporting functionalities - so that we can best serve the needs of all users.

BP
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Bunny P.

Insurance, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Highly Engaged

Reviewed 7 years ago

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...

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...

AO
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Amanda O.

Government Relations, 51-200 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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It could be better

Reviewed 5 years ago

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...

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.

Vendor response

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!...

SP
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SHAYLA P.

Construction, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend2/10

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Useless Product

Reviewed 5 years ago
Pros

The only thing that I liked about this software, is that employees were able to enroll into their benefits, and BP would send me a summary sheet.

Cons

There is a pto tracker, however it only tracks by hour, and does not work if you have different employees with different amounts of pto earned each year. BP does not integrate well with many of the big name healthcare providers so even though they give you that summary sheet, you still have to enter the information in yourself. Customer service is slow and terrible. It takes days for someone to get back to you, and sometimes, it's just to tell you that they still don't have the answer. I also had an instance where another company's documents were uploaded onto our profile for employees to review and sign off on.

Vendor response

Thank you for taking the time to submit a review! We always welcome your feedback. You mentioned a few cons: 1. "PTO tracking only tracks by the hour and doesn't work if you have different employees with different amounts of PTO each year." Our PTO feature tracks in 15-min increments and PTO Admins have the ability to manually adjust employee PTO amounts. I would suggest asking your broker to...

KL
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Katherine L.

Insurance, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend4/10

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Bernie Portal review

Reviewed 5 years ago

It is very time intensive to get a group set up correctly in the portal. The carrier forms are not filled out completely. There isn't direct enrollment with the carriers. The carrier forms must be printed out and enrollment completed on carrier website. With not all the information filled in on the enrollment forms it makes it necessary for us to contact the employee to verify information needed for the online enrollments.

Pros

It is easy for Employees to complete their benefit elections in one place.

Cons

Not all the needed information is mapped onto the carrier forms when enrollments are completed.

Vendor response

Thanks for your feedback - We would like to help resolve any issues by clarifying a few points on BerniePortal functionality stated in your review: 1) "It is time intensive to set a group up": Every licensee receives unlimited group build outs through their Client Success representative. We suggest reaching out to your Client Success partner to see how you can speed up this process. 2) "Not all carrier...

AY
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Amanda Y.

Staffing and Recruiting, 51-200 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Decent Portal for Smaller Benefit Packages

Reviewed 5 years ago

After utilizing Bernie Portal for a few weeks, there are a few comments/suggestions I would like to pass on. Employee enrollment changes – When I go back to correct errors I have to completely recreate the employees enrollment, from start to finish. When an employee elects to make an HSA contribution change, I shouldn’t have to completely remove and re enter his enrollment just to update something...

Pros

Bernie Portal has good customization options, and they responded quickly when we needed to make a change to the view/setup of our plans.

Cons

We offer 12 different benefit plans with multiple options and tier selections. Bernie Portal isn't equipped to handle this many plans effectively. The reporting feature is not customizable and cumbersome to extract the data that I need. There is also not the option to edit/change an employees enrollment without completely starting over. Pending enrollments that require approval or additional processing such as an Evidence of Insurability form cannot be removed from reports or the billing feature. This causes lots of manipulations to the reports on our end to ensure accurate data.

TB
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Tammy B.

Insurance, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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BerniePortal Review

Reviewed 5 years ago

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.

SC
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Sandi C.

Insurance, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Admin Staff and Clients Love It

Reviewed 5 years ago

Buying into an enrollment platform was a big decision, and we did not take it lightly. After vetting multiple options, we made the investment with BerniePortal and it has far exceeded our expectations. We would not hesitate to make the same decision again, and would highly recommend this platform to any broker looking to solidify their standing with clients and expand their book all while making things easier for your admin staff!

Pros

BerniePortal addresses those pain points that our clients and admin staff have complained about for years, and offers a robust solution. So much more than an online enrollment platform, BerniePortal offers HR tools, compliance help, integrated billing with some carriers, payroll integration and integrated COBRA administration. Our clients rave about the portal and our admin staff needs have decreased since we began using BerniePortal. The service provided by the BerniePortal staff is second to none!

Cons

The reporting in BerniePortal could be improved - it is sufficient but could be upgraded to be more intuitive for the admin staff and clients alike.