Become a BerniePortal Broker Partner
Here is how it works: you offer your clients a version of our product focused on the Benefits Lifecycle. We do all benefit build-outs for you both at employer implementation and renewal. With a turnaround time of less than 3 days even during fourth quarter, this service results in our broker partners being able to get more of their small groups online. Once online, clients are able to expand their benefits packages to compete more effectively against larger employers in the war for talent. You also get a dedicated Account Manager, opportunities for revenue sharing when your clients add other HR features on top of the base version of the product you offer them, and more. To get all of the details, request a demo from one our our Account Executives.
Before BerniePortal, supporting your clients across all of these functions – the complete Benefits Lifecycle – required building out each client’s benefits package three times for three different audiences and having separate systems and processes for the compliance stuff.
Now, with BerniePortal’s Benefits Lifecycle Edition, every step of the Benefits Lifecycle can be supported by a broker in one single system.
Recruiting
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Show candidates their benefits
35% of job candidates ask potential employers for details about their benefits package. With BerniePortal, candidates can see the employer’s complete benefits package, similar to how an active employee does.
This presents the benefits in a much more modern and streamlined way than the legacy method of building a “benefits booklet” to give candidates – nevermind the risks and time wasted that comes from building booklets.
Onboarding
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Ensure Compliance with Required Benefit Documents at Point of Hire
Under the ACA, marketplace notifications must be provided to new hires. BerniePortal’s Onboarding feature makes it easy for your clients to stay compliant by automating the distribution of these essential documents.
Benefits
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Help Clients Offer Broader Benefit Packages
Of course, BerniePortal’s Starter Edition includes our native Benefits feature, making it easy for employees to make elections. This means it is also easier for you to help your clients offer broader benefits packages to their employees – leveling the playing field in the war for talent against larger employers that already offer broad benefits packages. Brokers find their clients are more open to offering broader benefit packages with more lines of coverage with BerniePortal in place. And our Carrier Exchange takes care of communicating eligibility to the carriers.
Compliance
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Medicare Part D
Easily distribute Medicare Part D notices to Medicare-eligible employees, even when deadlines don’t align with open enrollment.
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CHIP and WHCRA
Using BerniePortal, you can follow best practices by distributing CHIP and WHCRA notices simultaneously.
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Section 125 Wrap Documents
Section 125 Wrap Documents can be both created and distributed in our Compliance feature.
1095-B / 1095-C Reporting
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Painlessly Generate IRS Forms
BerniePortal uses its own enrollment and eligibility database to natively generate 1095-Cs and 1095-Bs, ensuring accuracy and timeliness.
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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.
COBRA
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No Additional Build-Out for COBRA is Necessary
Automatically handle COBRA elections and pricing without needing a separate system – BerniePortal automatically shows COBRA participants the correct COBRA options at the correct monthly pricing.
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Streamlined Administration & Reporting
View COBRA enrollees alongside active employees in BerniePortal, with easy access to eligibility, paid-through dates, and other key reports.
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Stress-Free Premium Collection & Remittance
Because we make it easy, over 95% of participants elect ACH for premium collection. Fast and reliable premium payments means your clients get their remittances faster.
