Bernard Health

BerniePortal

5 / 5 8 reviews

Who Uses This Software?

Small and medium-sized employers and Benefits Brokers


Average Ratings

8 Reviews
  • 5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Free Demo
    Yes
  • 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

Bernard Health offers BerniePortal, an online all-in-one HR platform, to help small and medium-sized employers and brokers solve the transactional challenges of HR such as onboarding, PTO tracking, compliance, benefits administration, COBRA, and much more.


BerniePortal Features

  • Applicant Tracking
  • Attendance Management
  • Benefits Management
  • Career Development Planning
  • Compensation Management
  • Compliance Management
  • Employee Database
  • Employee Lifecycle Management
  • Onboarding
  • Payroll Management
  • Performance Appraisal
  • Recruiting Management
  • Self Service Portal
  • Succession Planning
  • Time Off Management
  • Timesheets
  • Training Management

BerniePortal Reviews Recently Reviewed!

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
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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.

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
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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

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
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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.

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

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.

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
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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!

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
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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.

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.