Introduction

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Advisor Success

04

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 

Download e-book

Got a New Platform?

Gui

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08

Tech Support & Ongoing Education

Conclusion