Broker Testimonials
How brokers use BerniePortal to help their clients and grow their firms.
Green Bay Insurance Center, Wisconsin
Trish Mueller and Shawn Deiter
Watch Trish and Shawn share their experience transitioning clients from Ease to BerniePortal. With both small and large employer groups, they found BerniePortal’s capabilities a perfect fit. Plus, learn how the platform saves them time and keeps their clients happy!
Fredriksen Health Insurance, Idaho
Eric Fredriksen and Andrea Berry
Since becoming BerniePortal partners in 2020, Fredriksen Health Insurance has transformed how they serve clients—offering better benefits with the help of modern benefits technology. Owner Eric, and Account Manager Andrea, highlight how the platform helped them evolve the business and stay competitive in a changing industry.
AssuredPartners, New York
Serena Lubacz
Serena shares how BerniePortal has streamlined onboarding and benefits enrollment. With over 20 years of experience and 17 systems used, she highlights BerniePortal’s unmatched support, customization, and ease of use—calling it the best solution for brokers and small businesses alike.
Cummings Fraser and Associates, Washington
Dave Libao
Dave shares how BerniePortal has fueled unexpected organic growth since 2019. By implementing ideas from BerniePortal and its broker community, they saw surprising participation—especially in voluntary benefits—impressing even skeptical employers. He praises BerniePortal’s regular support calls, client service, and ability to compete with payroll providers by offering an all-in-one HR solution that streamlines processes and drives new business.