Resources for Brokers

Take control of your growth.

Webinars

Upcoming LIVE Webinar!

ICHRAs: A Smarter Way to Benefit Your Team.

BerniePortal and ICHRAs are a match made in heaven. As healthcare prices rise, brokers are looking for a new solution to leverage for their clients. Join us for an in-depth look at ICHRAs' value proposition, quoting process, and administration.

October 6th · Free to attend

Watch On-Demand View all webinars →

End Strong, Start Stronger: Year-End Payroll Tips You Need

On-Demand Watch now ›

Master Your Metrics: Introducing BerniePortal's Expanded Reporting

On-Demand Watch now ›

Simplifying HSA & FSA Administration with BerniePortal

On-Demand Watch now ›

Training Platform

Master BerniePortal by enrolling in On-Demand Training.

Become a BerniePortal expert on your own time. Our broker learning platform offers self-paced courses designed to elevate your brand. By the end, you'll have the skills to serve your clients (and impress them), plus a shareable certificate to prove you're legit.

Courses

Free

To access

6 hrs

Of content

Testimonials

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 — saving them time and keeping their clients happier along the way.

Trish Mueller and Shawn Deiter

Green Bay Insurance Center, Wisconsin

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.

Eric Fredriksen and Andrea Berry

Fredriksen Health Insurance, Idaho

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 — the best solution for brokers around.

Serena Lubacz

AssuredPartners, New York

Dave shares how BerniePortal has fueled unexpected organic growth since 2019, especially in voluntary benefits, impressing even skeptical employers. He praises BerniePortal's support calls and its ability to compete with payroll providers as an all-in-one HR solution.

Dave Libao

Cummings Fraser and Associates, Washington

Have a BerniePortal story that the world needs to hear? We'd love to tell your success story!

Knowledge Base

Need a quick answer?

Search our knowledge base for step-by-step articles on every part of BerniePortal — no waiting on a reply required.