We first launched BerniePortal in 2008 out of our sister company, benefits brokerage Bernard Health. As brokers, we saw first-hand the transactional and strategic challenges small and medium-sized employers face when it comes to benefits and HR.

Transactional challenges, like payroll and onboarding, are best solved with a software solution. But with healthcare, software alone won’t give you optimal results, and an experienced advisor provides immense value.

BerniePortal is based on this insight. We aim to give employers the best of both worlds, and to give brokers the tools they need to yield optimal outcomes for their clients.