Resource Library

BerniePortal for HR:
Simplify HR Administration

BerniePortal Feature Lookbook

2019 HR Calendar

2020 HR Calendar

BerniePortal Support:
Common “How To’s” & FAQs

Should you go online in 2019?

NEW Series:
The Modern Broker

2020 Voluntary Benefits Forecast

HR Scorecard

Hiring Checklist

Build More Competitive Benefits with BerniePortal

HR 2020: Issues and Trends

Broker’s Guide to Online Benefits Administration

Stop Employee Time Theft

How Employers can Adopt an HRIS

2019 Broker Benchmarking Survey Report

The Tech-Savvy Agency

Onboarding Survival Guide

Interview Roadmap

Buying Benefits Administration Software: The Buyer’s Workbook

The 1095-C Tornado

The Best Q4 Ever:
Optimizing Open Enrollment

Strategic Onboarding with BerniePortal

20 Compliance Questions HR Should Ask

Renewal Timeline

2019 Recruitment Report

Inbound Lead Nurturing Roadmap

How to Bring Your Agency Online

Small Agency’s Guide to Benefits Administration

The Digital Age of Open Enrollment

Employer’s Ultimate Guide to Open Enrollment

HR’s Guide to Integrations

Considering BerniePortal? A Broker’s Perspective

Growing Your Agency With BerniePortal:
A Broker’s Perspective

Customizable Marketing Collateral:
10 Questions to Ask Your Benefits Broker

2019 HR New Year’s Resolutions

First-Class PTO:
PTO Survey Report

Open Enrollment Glossary

Full-Service Implementation:
The Partnership Approach

Integrations: The Authoritative Guide for Brokers

HR Software: Conveying ROI to the C-Suite

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

PTO Pocket Glossary

How to Help Clients with Tech Support

Building Out Account Managment Careers

Growing Your Benefits Brokerage

How to Streamline Open Enrollment

Human Resources Information Systems

Guide to Paid Time Off

Guide to Applicant Tracking Systems

Going Online with Benefits Software

Guide to Benefits Administration Platforms

Benefits and HR Technology Integrations

Employee Benefits for Beginners

Switching Benefits Administration Platforms

Guide to Compliance

Performance Management Case Study

Bought the Wrong HR Platform?

Why P&C Agencies Should Adopt a Benefits Admin Platform

BerniePortal Applicant Tracking Case Study

Managing Employee Notices: Book of Best Practices

Applicant Tracking Email Templates

Payroll Glossary

Payroll Cheat Sheet

Building a Performance Management Process

Applicable Large Employer (ALE) Calculator

10 Red Flags:
Analyzing Interviews Infographic

Onboarding Checklist

BerniePortal for HR:
Simplify HR Administration

Open Enrollment Glossary

Employer’s Ultimate Guide to Open Enrollment

How Employers Can Adopt an HRIS

BerniePortal Support:
Common “How To’s” & FAQs

2019 HR Calendar

2020 HR Calendar

BerniePortal Feature Lookbook

2020 Voluntary Benefits Forecast

First-Class PTO:
PTO Survey Report

Hiring Checklist

HR Software: Conveying ROI to the C-Suite

Stop Employee Time Theft

20 Compliance Questions HR Should Ask

HR Scorecard

HR 2020: Issues and Trends

Interview Roadmap

2019 Recruitment Report

PTO Pocket Glossary

Onboarding Survival Guide

BerniePortal Applicant Tracking Case Study

Guide to Applicant Tracking Systems

Human Resources Information Systems

Guide to Paid Time Off

How to Streamline Open Enrollment

Employee Benefits for Beginners

Benefits and HR Technology Integrations

Guide to Compliance

Performance Management Case Study

2019 HR New Year’s Resolutions

HR’s Guide to Integrations

Managing Employee Benefits Notices: Book of Best Practices

Applicant Tracking Email Templates

Payroll Glossary

Payroll Cheat Sheet

Building a Performance Management Process

Applicable Large Employer (ALE) Calculator

10 Red Flags:
Analyzing Interviews Infographic

Onboarding Checklist

NEW Series:
The Modern Broker

Growing Your Agency With BerniePortal: A Broker’s Perspective

Buying Benefits Administration Software: The Buyer’s Workbook

Renewal Timeline

BerniePortal Support:
Common “How To’s” & FAQs

Build More Competitive Benefits with BerniePortal

The Digital Age of Open Enrollment

Broker’s Guide to Open Enrollment

Should you go online in 2019?

The Tech-Savvy Agency

BerniePortal for HR:
Simplify HR Administration

Considering BerniePortal? A Broker’s Perspective

2019 Broker Benchmarking Survey Report

2019 HR Calendar

2020 HR Calendar

The Best Q4 Ever:
Optimizing Open Enrollment

Broker’s Guide to Online Benefits Administration

Your Clients Don’t Know They Want to Go Online

Full-Service Implementation:
The Partnership Approach

Small Agency’s Guide to Benefits Administration

Integrations: The Authoritative Guide for Brokers

Customizable Marketing Collateral:
10 Questions to Ask Your Benefits Broker

Inbound Lead Nurturing Roadmap

Why P&C Agencies Should Adopt a Benefits Admin Platform

The 1095-C Tornado

A Guide to Boosting Ancillary Revenue

How to Help Clients with Tech Support

Building Out Account Managment Careers

Growing Your Benefits Brokerage

How to Streamline Open Enrollment

Human Resources Information Systems

Guide to Benefits Administration Platforms

Benefits and HR Technology Integrations

Going Online with Benefits Software

Switching Benefits Administration Platforms

Bought the Wrong HR Platform?

How to Position Your New
Platform with Prospects & Clients

How to Bring Your Agency Online