Who Uses This Software?

Small and medium-sized employers


Average Ratings

16 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Demo
  • Deployment
    Cloud, SaaS, Web
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Bernard Health
  • www.bernieportal.com
  • Founded 2008
  • United States

About BerniePortal

BerniePortal is an all-in-one HR software solution for small and mid-sized employers. With BerniePortal, administrators can save time, simplify HR and improve compliance for the full employee lifecycle. From hiring to COBRA, BerniePortal helps employers spend less time on HR administration and more time building the businesses they love!


BerniePortal Features

  • Assessments
  • Background Screening
  • Candidate Tracking
  • Internal HR
  • Interview Scheduling
  • Job Board Posting
  • Onboarding
  • Recruiting Firms
  • Resume Parsing
  • Resume Search
  • Self Service Portal
  • Workflow Management
  • Claims Management
  • COBRA Administration
  • Deduction Management
  • Disability Insurance Administration
  • Employee Database
  • FMLA Administration
  • For Brokers
  • For Employers
  • FSA Administration
  • Health Insurance Administration
  • HIPAA Compliant
  • Life Insurance Administration
  • Provider Management
  • Retiree Administration
  • Retirement Plan Management
  • Self Service Portal
  • 360 Degree Feedback
  • Applicant Tracking
  • Benefits Management
  • Compensation Management
  • Employee Database
  • Employee Lifecycle Management
  • Onboarding
  • Payroll Management
  • Performance Management
  • Recruiting Management
  • Self Service Portal
  • Time & Attendance Management
  • Time Off Management
  • Course Management
  • E-Verify / I-9 Forms
  • Electronic Forms
  • Electronic Signature
  • Employee Handbook
  • Employee Portal
  • File Management
  • Job Description Management
  • Orientation Management
  • Task Management
  • Tax Forms

BerniePortal Reviews Recently Reviewed!


Highly Engaged

Aug 22, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The toggle inputs make setting up the portal easy, and, if you have all the pieces (census, subgroup designations, rates, and benefit summaries), a portal can be setup in a day, versus 6-8 weeks on other systems. We utilize the portal mainly during open enrollment since it provides an easy way to post age rates or composite rates and provides a delivery mechanism for ACA required Summary of Benefits and Coverage. It leverages much of the data held in the system to pre-populate enrollment forms and collect actual signatures (via touchscreen or mouse).  It also offers Onboarding capabilities (I-9, W-4, Handbook receipts, etc.) for those companies who want to go paperless.  We launched the portal with our 50+ clients first in order for them to capitalize on the 1095 reporting capabilities with BerniePortal then rolled out portals for smaller clients at their renewal. The system is compatible with any device that can connect to the internet so even field employees can enroll using their phone. We have monthly support calls with our BerniePortal Account Manager to discuss newly released features and provide feedback on cases in progress.

Cons: The system architecture is updated frequently and changes are not always announced, so sometimes we find feature changes that we did not know were happening. Many times these are minor, and improvements, but there have been features removed that we appreciated using. Most rating methods can be accommodated like age rates and composite rates for standard lines of coverage. Disability rate tables can be challenging to setup yourself, but the BerniePortal team is available to handle some or all benefit setups. They have a Defined Employer Contribution mechanism, but currently do not have a Defined Employee Contribution mechanism. Adoption and use by the HR administrator is ultimately needed to gain the most value and utility from the system. Standard client data reports are available for download, but custom reports cannot currently be generated.

Overall: Efficiency and continuity of information delivery of insurance benefits in addition to legible enrollment forms with complete information.

Admin Staff and Clients Love It

Oct 31, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: BerniePortal addresses those pain points that our clients and admin staff have complained about for years, and offers a robust solution. So much more than an online enrollment platform, BerniePortal offers HR tools, compliance help, integrated billing with some carriers, payroll integration and integrated COBRA administration. Our clients rave about the portal and our admin staff needs have decreased since we began using BerniePortal. The service provided by the BerniePortal staff is second to none!

Cons: The reporting in BerniePortal could be improved - it is sufficient but could be upgraded to be more intuitive for the admin staff and clients alike.

Overall: Buying into an enrollment platform was a big decision, and we did not take it lightly. After vetting multiple options, we made the investment with BerniePortal and it has far exceeded our expectations. We would not hesitate to make the same decision again, and would highly recommend this platform to any broker looking to solidify their standing with clients and expand their book all while making things easier for your admin staff!

Use for selecting/adjusting/tracking benefits received through work

Apr 12, 2018
2/5
Overall

2 / 5
Ease of Use

2 / 5
Features & Functionality

2 / 5
Customer Support

2 / 5
Value for Money

Pros: You can view your current benefit selections at any time, even if the HR team is off the clock at work.

Cons: The portal doesn't save all entered data so medical insurance benefits get inputted incorrectly, doctors get assigned incorrectly, and life insurance gets selected at incorrect amounts. It's also difficult to access different parts of the site without getting a direct link from HR, which is tedious.

Vendor Response

by Bernard Health on April 27, 2018

Thank you for your feedback - We would like to help resolve any issues by clarifying a few points on BerniePortal functionality stated in your review:

"the portal doesn't save all entered data so the medical insurance benefits get inputted incorrectly" - BerniePortal captures and saves exactly what the user enters into the system, so your medical information reflects an entry error rather than a system error.

"Doctors get assigned incorrectly" - BerniePortal doesn¿t natively assign doctors or store doctor information.

"Life insurance gets selected at incorrect amounts" - When an employee selects life insurance they use a slider bar to elect a coverage amount. If the requested amount is incorrect, it means the user selected a different amount of coverage than desired. BerniePortal guides employee enrollment with customizable content to help.

If you continue to have questions, our Knowledge Base provides in-depth instructions. We hope that this explanation was helpful!

Positive over all. Great responsiveness from success team. Buildout process can be challenging.

Aug 22, 2017
5/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It tackles online benefits administration and onboarding in a very unique way. It is designed by brokers with brokers in mind. It is intuitive and has a user interface that is easy to understand. It is constantly being updated and improved. It gets better every day.

Cons: The build out process can be painful. The build out request form leaves a lot to be desired. There are always a lot of errors in the way the groups and plans are built and because testing a portal is difficult sometimes those errors don't get discovered until the site is live. There is not user guide/manual/step by steps/instructions available so you can't independently trouble shoot, I always have to send an email.

Overall: It is highly customizable which is very valuable to our firm and the small group market we primarily serve.

The support team is fantastic

Aug 25, 2017
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: functionality and ability to work with it and the development team really listens to your requests for improvement

Cons: Some of our plans are not easily integrated because of the carrier requirements. We have several plans that have specific needs that do not fit the standard plans.

Overall: The ease of online enrollment so that we do not have to travel to all the work sites or rely on other agents to enroll core at the same time they enroll supplemental products

A great product to eliminate quoting and faxing applications to the client.

Aug 22, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Once you set the client up, pick the employer contribution, add voluntary then you welcome employees to enroll. You then capture their request and process their applications. The biggest thing for us has been adding voluntary products without the need to bring in an enrollment team.

Cons: It can be a lot of work to get a client set up but the end result is client retention and more voluntary sales.

Overall: I feel I can compete with the big boys. I've brought something new to the client and i think that is important.

Capterra loader

I've been very happy with the system and service from BerniePortal overall.

Mar 09, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Most clients the system for enrollment and find it intuitive, easy to use. System is set-up such that the least tech-savvy employee can use the system with a little instruction.

Cons: Onboarding- needs to allow employees to save their progress and/or allow forms to be added later. Enrollment-for a waiver of coverage, the active coverage information needs to be required since many carriers ask for this information. Open Enrollment- if a plan is not changing, would like the current enrollment to be reflected or an option for "no change". Ability to add additional website 'hot links' would be nice. Beneficiary form- Beneficiary date of birth, ssn and address fields need to be added since many carriers require this information.

Overall: Clients have a simple HRIS that allows employees to enroll online.

We use Bernie Portal for about 50 groups, almost all without a hitch.

Mar 09, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The customer support is amazing. My questions are answered promptly, and they are responsive to suggestions and ideas.

Cons: The reporting functions are pretty basic. There is a spreadsheet of data that is useful, but I have to sort through it all to get what I want.

Overall: It makes employee benefit open enrollment and carrier updates so much faster and smoother.

Revolutionized our enrollment capabilities

Aug 22, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Very User friendly and "dummy" proof. Employers in all industries and size can benefit from a program like Bernie

Cons: Rarely do we find an issue with the program. Whoever the ability to change employee info in bulk is limited.... wish there was a way to address that easier

Capterra loader

Great product, very easy to use. Best Service EVER!

Mar 09, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Very simple for the administrator to use, and learn. The onboarding feature is especially popular among HR staff. Employees love it too and it is a great compliance tool.

Cons: Would like to see more integrations with carriers, but I know they are working on that! Cannot accommodate all of the unique premium set ups some of my clients have.

Overall: Have our information all in one place, and the data integrates with our agency management system.

Making communication with clients much easier.

Aug 22, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Intuitiveness and ease of use. Slick interface. Clients love it. Relatively small learning curve. ...

Cons: Having to redo elections when we make small changes. Not being able to term or add a dependent without redoing elections.

Gets you organized

Jun 21, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money

Pros: Moving us from paper to digital. The best thing was how simple it was to use. I have employees that varies in age and computer knowledge and it was so easy! They were able to log in, fill out the form with ease and submit. Accessing the information after the fact was simple and the staff was just so happy that we went digital. On the back end as the administrator, it has all the reports I need and more. It was easy to go back and review files.

Cons: They have several additional features that you can use. However, they need more updates for it to be worthwhile.

Vendor Response

by Bernard Health on July 05, 2018

We are thrilled that you BerniePortal has been a valuable organizational tool for you! In regards to your comment on our additional HR features, we would love to hear your feedback on how to improve our product. We are continually developing our product and especially value our users' input¿ If you have any recommendations, please contact your Client Success representative.

BerniePortal has exceeded my expectations!

Aug 22, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: As a broker, ease of use for my clients is critical. Online enrollment is the future in benefits, and getting on board with a system that does it right was essential. BerniePortal delivers!

Cons: The only thing I would add is a short benefit summary on the Election screens for each plan. As it is set up now, the employee has to click on a PDF to view the benefit summary. It is still far better than paper, but a short summary on the screen would be helpful.

Overall: My clients absolutely love BerniePortal. The benefits enrollment is great, and the onboarding tools are a huge bonus. What a difference from collecting paper applications from all employees!

Definitely a little bit of a learning curve, but we're coming around

Mar 07, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Lots of useful tools that we are able to utilize as a broker. Love the 1095 build outs and quick reports.

Cons: Can be a little difficult for a new person to navigate. Would love to see a help feature similar to something you might see on a Microsoft Office programs.

Capterra loader

Best Enrollment / HRIS Platform for Small to Medium Business by Far!

Oct 31, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use, end user feel, integration from recruiting to termination

Cons: Needs more customization in reporting, but I know they are working on it!

Overall: We needed a user friendly enrollment platform that also brought value to our clients. The on boarding system, notification, COBRA etc. are all excellent features that bring ease to our small to medium clients. No more paper! This has been a fabulous addition to our agency and our clients.

The system is easy to understand and use, and the customer service is top notch.

Aug 28, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The software is extremely easy to use and understand for both employers and employees. The features are far greater than the majority of other software choices out there.

Cons: The payroll integration I think. I know the software isn't intended to be a payroll system, but the question I get asked the most is if it does payroll as well. I'd say about 50% of my clients and prospects voice that they'd like it to also do payroll, not just integrate. Also would be nice to have an Android app, not just an app for the iPhone.

Overall: Ease of administration for both the employees and HR teams.