Why brokers across the country are partnering with BerniePortal:

Features for brokers

Our platform was built by brokers familiar with agency pain points

Full-service implementation

Our industry-leading partnership approach includes case build-outs, hand-on training and dedicated support

Agency growth

Partners who have added BerniePortal to their value proposition have expanded their benefit offerings, grown their business and increased their competitive advantage

How BerniePortal helps health insurance brokers – Pete’s Story

BerniePortal: A Benefits and HR Solution for Small Businesses – Randy’s Story


Provided by brokers nationwide


Carrier forms

Open enrollment

Benefit booklets

Qualifying events

Mid-year HSA changes

Year-round benefits administration

Online I-9s

Online W-4s

Agency Management

Online direct deposit

1094-C/1095-C forms

Online state withholding 

Other customizable, online onboarding docs


Private exchange

Email notifications

Defined contribution

Agency management

Employee self service

Personnel file & organization chart

Brokers – BerniePortal

Streamline open enrollment– REQUEST A DEMO of BerniePortal