Join the BerniePortal Broker Partner Network

Create a listing of your agency to connect with employers in your area looking to partner with a BerniePortal Broker. Login in or sign up to customize your listing.

Already a BerniePortal Broker Partner?

Add your broker agency to the BerniePortal Partner page so employers can find you. Create a login or sign in. Customize and edit your agency profile. Upload your logo, add your contact information, target customer size, and area(s) of practice.

Join the BerniePortal Broker Network

Are you a broker interested in joining the BerniePortal Broker Network? Request a demo of BerniePortal’s all-in-one HR software to see how BerniePortal can optimize benefits and HR for your clients.

Need help creating a broker login, or have additional questions?

Why join the BerniePortal Broker Network?

Connect with employers in your area looking for benefit brokers who provide BerniePortal’s HR software.

What tools are available to employers to find my brokerage?

a. With the advanced search tool, employers can search for brokers by name, location, number of employees, and area of practice in need.

b. Employers can rate brokers and write/view broker reviews.

c. If a broker is interested in learning more from a BerniePortal Broker Partner, they will have the ability to send an enquiry to the broker author email address provided on each listing profile page.

Who can join the BerniePortal Broker Network?

All BerniePortal Broker Partners, brokers who have licensed BerniePortal’s HR software and have a BerniePortal admin login, can create a broker listing on the BerniePortal Broker Network. All listings will be screened by a BerniePortal representative to verify each broker is a BerniePortal licensee. All brokers who are not a BerniePortal licensee will be removed from the BerniePortal Broker Network.

Is the BerniePortal Broker Network free to join?

Yes. The BerniePortal Broker Network is free to join for all brokers licensing BerniePortal’s HR software.

How do I sign up for a free account?

First time signing in? You will need to:
1. Click here to create an account
2. Under “Create Account” enter the first and last name of the account owner.
3. Create a username.
4. Enter the email address of the account owner.
5. Enter a password. Confirm password.
6. Select “I Accept Terms and Conditions.”
7. Click CREATE ACCOUNT.
8. An email will be sent to you with your login credentials to save for future use.

Generate leads and grow your business by receiving inquiries sent by employers in your area.

You will receive an email notification when an employer sends an inquiry on your broker profile.

When creating/editing your brokerage profile, be sure to mark yourself as the Business Owner/Associate.

What is an owner-verified listing?

An owner-verified listing is when a brokerage has been verified as a BerniePortal Broker Partner that utilizes BerniePortal’s HR software to help employers with their HR challenges.

Gain credibility by earning reviews and ratings.

Invite current clients to rate your brokerage or write a review so future clients can hear about the great work your team is doing.

Make it easy for prospects to learn about your company.

Reply to posted reviews on your profile.

How do I add a BerniePortal Broker listing?

1. Click here to login.
2. Type in your login credentials and click SIGN IN if not already signed in.
3. Under “ADD YOUR BROKERAGE” click “Add Listing”
4. Click the option “Brokers.”
5. You will be redirected to the “Add Listing” page where you can customize your broker listing.
6. Review your listing.
7. Publish.

How do I edit my BerniePortal Broker Partner profile?

1. Click here to login.
2. Type in your login credentials and click SIGN IN if not already signed in.
3. Under “ADD YOUR BROKERAGE” click “My Listings.”
4. Click the option “Brokers.”
5. You will be redirected to your “Author Page.”
6. Select the listing you would like to edit.
5. On the right side of the listing select “Edit this Post”
6. Edit your listing.
7. Review your listing.
8. Publish.

How to Create a BerniePortal Broker Partner page

How to create a login:

  1. Click here to create a login.
  2. Click “New User? Register Now.
  3. Under “Sign Up Now” enter the full name of the account owner.
  4. Enter the email address of the account owner.
  5. Enter a password. Confirm password.
  6. Click REGISTER NOW.

Before building out your profile, gather the following items in advance:

  1. Company logo and any additional images (preferred size: 400 x 265 px)
  2. Email and phone number for the agency’s main point of contact. This will be the point of contact for employer inquiries.
  3. Agency name
  4. Agency description
  5. Address: Street, state, city, zip
  6. The following items are optional. We recommend adding as much information to your profile to ensure employers have all available information when evaluating potential broker agencies.
    1. Phone number
    2. Email address
    3.  Website
    4. Practice Areas:
      • Group Benefits
      • HR Consulting
      • HR Software Support
      • Individual Under 65- Health
      • Medicare
    5. Hours of operation
    6. Twitter, Facebook
    7. Video/youtube videos

Add a BerniePortal Broker Listing:

  1. Go to the login page.
  2. If you are not already signed in, type in your login credentials.
  3. You will be redirected to your “Author Page:
  4. Under “ADD YOUR BROKERAGE” click “Add Listing.”
  5. Under the dropdown, click “Brokers.”
  6. You will be redirected to the “Add Listing” page where you can customize your broker listing.
    1. Business Owner/Associate:
      • Select this option to mark the listing as an “Owner Verified Listing.” Selecting this option will ensure that only someone with your login credentials can make edits to your listing.
    2. Broker Title: Enter agency company name.
    3. Broker Description: Provide a brokerage description, including practice specialities, mission statements, and any other relevant information for employer prospects.
    4. Add keywords (optional) if you would like to add additional search terms for your profile.
    5. Address: Enter address, state, city and zip code.
      • Click “Set address on map.”
    6. Enter agency phone number (optional).
    7. Enter agency email address.
      • All employer inquiries will be sent to this email address.
    8. Enter agency website (optional) to aid in SEO purposes.
    9. Select all applicable Practice Areas: (optional)
      • Group Benefits
      • HR Consulting
      • HR Software Support
      • Individual Under-65 Health
      • Medicare
    10. Select Client Employee Size: Select all that apply (ex: if your agency serves clients with 50-500 employees, select 1-50, 51-100, 101-250, and 251-500).
      • 1
      • 2-100
      • 101-500
      • 500+
      • Serves employers of all sizes
    11. Enter hours of operation (optional).
    12. Enter social media information (optional).
      • Twitter URL
      • Facebook URL
      • Video URL
    13. Add images: Preferred size: 400 x 265 px. Drag and drop images to create a gallery, such as logos, screenshots etc. or click “Select Files” to upload photos from another folder (optional)
    14. Click “Please accept our terms and conditions” to view our terms and conditions
      • You’ll be navigated to a separate terms & conditions page
      • Select the box and click “Review Your Listing”
  7. Reviewing your listing
    1. To edit, select “Go Back and Edit”
    2. To publish, select Publish

You will receive an automated email once you click Publish with a link to your submission, letting you know your listing is pending review. Please allow 24 hours for approval. Once approved you will receive a confirmation email and link to your published listing.

FAQ for Brokers

What is the BerniePortal Broker Network?

The BerniePortal Broker Network is a lead generation tool for BerniePortal’s broker partners. Employers can use the BerniePortal Broker Network to find a BerniePortal Broker Partner located in their region, compare brokerages options, and inquire for more information.

Who can join the BerniePortal Broker Network?

All BerniePortal broker partners – brokers who have licensed BerniePortal’s HR software and have a BerniePortal admin login – can create a broker listing on the BerniePortal Broker Network. All listings are screened by a BerniePortal representative to verify each broker is a BerniePortal licensee. Brokers who are not current BerniePortal licensees are not able to submit listings onto the BerniePortal Broker Network.

Why should I join the BerniePortal Broker Network?

The BerniePortal Broker Network is a lead generation tool, connecting employers looking for industry-leading benefits and HR solutions with BerniePortal broker partners. Agencies can use the Broker Network to generate leads and win new business.

Is the BerniePortal Broker Network free to join?

Yes. The BerniePortal Broker Network is free to join for all brokers licensing BerniePortal’s HR software.

How can employers find my brokerage?

1. With the advanced search tool on the Broker Network main page, employers can search for brokers by name, location, group size, and area of practice.
2. Employers can rate and review brokers.
3. If an employer is interested in working with a BerniePortal Broker Partner, they can send an inquiry directly to the email address provided on each listing.

What is the process for receiving inquiries from employers?

Email inquiries are sent to the email address added to agency listings. Brokers receive an email with the subject line “NEW BerniePortal Broker Network Inquiry” from BerniePortal, bh@bernardhealth.com. Be sure to add bh@bernardhealth.com to your contacts list to make sure inquiries don’t get sent to your spam folder. The email will include the name, phone number, email address and message sent by the employer prospect.  For best results, reach out immediately. Please feel free to mention the BerniePortal Broker Network when you first contact the prospect.

I am not receiving employer inquiries.

Be sure to add bh@bernardhealth.com to your email contact list to ensure website inquiries don’t get sent to your spam inbox.

How do I sign up for a free account?

First time signing in? You will need to:

1. Click here to create an account
2. Under “Create Account” enter the first and last name of the account owner.
3. Create a username.
4. Enter the email address of the account owner.
5. Enter a password. Confirm password.
6. Select “I Accept Terms and Conditions.”
7. Click CREATE ACCOUNT.
8. An email will be sent to you with your login credentials to save for future use.

How do I add my agency listing?

First time signing in? You will need to:

1. Go to the login page.
2. If you are not already signed in, type in your login credentials.
3. You will be redirected to your “Author Page.”
4. Under “ADD YOUR BROKERAGE” click “Add Listing.”
5. Select the option “Brokers” from the dropdown.
6. You will be redirected to the “Add Listing” page where you can customize your broker listing.
7. Review your listing.
8. Publish.
9. If submitted successfully you will receive a confirmation email.
10. Please allow up to 24 hours for your listing to be approved and published. You will receive a confirmation email once your listing has been approved.

How do I edit my BerniePortal Broker Partner profile?

1. Go to the login page.
2. If you are not already signed in, type in your login credentials.
3. You will be redirected to your “Author Page.”
4. On the right side of the listing, select “Edit this Post”
5. Edit your listing.
6. Review your listing.
7. Click “Update Now” to publish your changes, or click “Go Back and Edit” to continue editing.

Forgot your BerniePortal Broker Partner password?

1. Click here to reset your BerniePortal Broker Network password.
2. Enter your email address.
3. An email will be sent to you to reset your BerniePortal Broker Network password.

How can I view all my broker listings?

1. Go to the login page.
2. If you are not already signed in, type in your login credentials.
3. You will be redirected to your author page with all of your broker listings.

My brokerage does not licensee BerniePortal – how can I become a BerniePortal Broker Partner?

Click here to request a demo with a BerniePortal representative to get started!

I have a question about the BerniePortal Broker Network that isn't listed here.

Email your client success team member if you have any questions regarding the BerniePortal Broker Network. We’ll respond to inquiries as quickly as possible.

Ready to Join the BerniePortal Broker Network?

Request a demo to learn more about BerniePortal's capabilities.

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