Introduction
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Advisor Success
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Training
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Copyright 2019 BerniePortal
Full-Service Implementation:
The Partnership Approach
Full Chapter List
1-844-218-0909
Caseload Build-Outs & Integrations
What’s in the e-book?
What sets BerniePortal apart from other Benefit Administration Platforms is our full-service approach to implementation. We have a dedicated advisor success team of BerniePortal experts who work individually with our clients to ensure optimal results.
This e-book will cover how BerniePortal is a true partnership, and not just a one-and-done transaction.
In this guide, you will learn:
• Who our advisor success team is
• What our advisor success team does
• How their work sets us apart from the other benefits administration and HR platforms that your agency might choose from
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Tech Support & Ongoing Education
Conclusion