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Bring your clients online with BerniePortal's online benefits administration, onboarding, 1095-C reporting, payroll & carrier integrations, and more!

Benefits Administration
Manage Open Enrollment online

Onboarding & Offboarding
No more paperwork with online
W-4s, W-9s, I-9s

Agency Management
Visibility throughout your entire book of business

Integrations
Featuring the leading insurance
& payroll providers

PTO Tracking
Track online so everyone is on the same page

1094-C / 1095-C Reporting
Stay compliant with reporting & filing directly to the IRS

" I had a great experience with the BerniePortal team. Knowing that I could rely on them to implement everything for me was important, and any question I had, they had an answer.  It’s obvious they know their product inside and out, and I’m extremely comfortable handing my clients off to them. We are really excited to add BerniePortal to our arsenal! "

Nick Hansen, Senior Benefits Consultant
PSG Washington
 

Looking back over the past three years of leveraging and utilizing BerniePortal, we have enhanced the value our firm delivers to our clients, grown our business in the wake of the Affordable Care Act, and the BerniePortal team has been there for us, every paw print of the way. "

Don Canada, President
Silicon Benefits

 

" Many companies talk about “partnerships” but some seem to not deliver when it's needed the most. BerniePortal has always delivered.   I would certainly recommend anyone serious about building out or making their offerings more robust for their clients to consider BerniePortal. It’s also a great tool to capture new business! "

Ralph Whitehurst, President
Whitehurst Strategic Partners

 

What brokers are saying:

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