What’s in the e-book? 

BerniePortal’s full-service implementation is the foundation of our value proposition. Our client success team is committed to just that—client success, which is why BerniePortal partners have a dedicated team member to answer questions, provide support, and handle build-outs.

Lindsey Van Cleave leads the client success team, helping brokers maximize their success with BerniePortal. Below, Lindsey shares her tips and advice for implementing and rolling out a new benefits administration platform.

Meet Lindsey Van Cleave:

Download e-book

DOWNLOAD E-BOOK

Lindsey Van Cleave
Client Success Lead
Bernard Health

What's the number one piece of advice you would give to brokers rolling out a new platform?

1.

Copyright 2017 BerniePortal

HOW TO BRING YOUR AGENCY ONLINE

Tips & Advice

Maximize the value of your new agency

1-844-218-0909

Best Practices from a BerniePortal Expert

What is full-service implementation, and how is it different from what other vendors provide?

In your experience, what part of BerniePortal training is most valuable to brokers?

A key concern about going online is ROI. How do you see brokers growing their books of business with BerniePortal?

Why do carriers partner with BerniePortal?

2.

3.

4.

5.

Fix the following errors:
Hide