Resource Library

BerniePortal for HR:
Simplify HR Administration

Should you go online in 2018?

2018 Voluntary Benefits Forecast

Expand Benefits & Increase Revenue with BerniePortal

Strategic Onboarding with BerniePortal

2017 Broker Benchmarking Survey Report

Bought the Wrong HR Platform?

Buying Benefits Administration Software: The Buyer’s Workbook

Online Benefits Administration & 1095-Cs

The Tech-Savvy Agency

Employer’s Guide to Adopting HR Software

How to Bring Your Agency Online

Why P&C Agencies Should Adopt a Benefits Admin Platform

Guide to Implementing Benefits Administration Software

Full-Service Implementation:
The Partnership Approach

Integrations: The Authoritative Guide for Brokers

Considering BerniePortal? A Broker’s Perspective

Your Clients Don’t Know They Want to Go Online

Broker’s Guide to Open Enrollment

A Guide to Boosting Ancillary Revenue

How to Position Your New
Platform with Prospects & Clients

Workplace Wellness: A Guide for Helping Your Employer Clients

How to Help Clients with Tech Support

Building Out Account Managment Careers

The 1095-C Tornado

COBRA Administration: A Guide for Small to Mid-Sized Businesses

Managing Employee Notices: Book of Best Practices

Small Agency’s Guide to Benefits Administration

The Best Q4 Ever:
Optimizing Open Enrollment

HR’s Guide to Integrations

Customizable Marketing Collateral:
10 Questions to Ask Your Benefits Broker

Buying Benefits Administration Software: The Buyer’s Workbook

Should you go online in 2018?

Online Benefits Administration & 1095-Cs

The Tech-Savvy Agency

Your Clients Don’t Know They Want to Go Online

How to Bring Your Agency Online

Why P&C Agencies Should Adopt a Benefits Administration Platform

Employer’s Guide to Adopting HR Software

The Small Agency’s Guide to Benefits Administration

BerniePortal for HR: Simplify HR Administration

Considering BerniePortal? A Broker’s Perspective

Full-Service Implementation:
The Partnership Approach

Expand Benefits & Increase Revenue

A Guide for Boosting Ancillary Revenue

Guide to Implementing Benefits Administration Software

How to Position Your New Platform with Prospects & Clients

Strategic Onboarding with BerniePortal

How to Help Clients with Tech Support

2018 Voluntary Benefits Forecast

2017 Broker Benchmarking Survey Report

Build Out Account Management Careers

Integrations: The Authoritative Guide for Brokers

Broker’s Guide to Open Enrollment

Workplace Wellness: A Guide for Helping Your Employer Clients

The 1095-C Tornado

COBRA Administration: A Guide for Small to Mid-Sized Businesses

Managing Employee Benefits Notices: Book of Best Practices

The Best Q4 Ever:
Optimizing Open Enrollment

Customizable Marketing Collateral:
10 Questions to Ask Your Benefits Broker

BerniePortal for HR:
Simplify HR Administration

Workplace Wellness: A Guide for Helping Your Employer Clients

Employer’s Guide to Adopting HR Software

COBRA Administration: A Guide for Small to Mid-Sized Businesses

Managing Employee Benefits Notices: Book of Best Practices

HR’s Guide to Integrations