# Page 4 | BerniePortal Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 4 - Is BerniePortal the right Benefits Administration solution for you? Explore 130 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/147193/BerniePortal/reviews

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BerniePortal

4.3 (130)

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Last updated March 13th, 2026

# Page 4 - Reviews of BerniePortal

## Showing most helpful reviews

Showing 76-100 of 130 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

VB

Vicki B.  
Clinical Manager  
Hospital & Health Care  
Used the software for: 1-2 years

### "Bernie is the BOMB"

January 22, 2019

5.0

Open enrollment is seamless. Staff unable to access the internet were accommodated during working hours with my assistance.

Pros

This was my second year utilizing Bernie Portal for my annual benefit enrollments. It was a breeze. Our Bernie Portal is integrated with ADP and the process was effortless.

Cons

The Cons are on ADP end, not Bernie. Working on these insignificant hurdles with them. Will not be a problem moving forward.

Review Source

CS

Chelsea S.  
HR Manager  
Events Services  
Used the software for: 6-12 months

### "Great tool that streamlines many processes!"

January 23, 2019

5.0

Even though we have only been using it for a short time (approx. 6 months), I have been very pleased so far. Anytime I have an issue or need something customized, my broker works directly with the BerniePortal customer service team and the response time is usually very quick.

Pros

Bernie Portal has greatly improved our Onboarding and Open Enrollment processes. Having everything captured electronically is a huge time saver for both HR and employees.

Cons

Would like to see more robust reporting capabilities/options to run custom reports. Currently have to do a lot of manipulation once data is exported.

Review Source

JK

Jeff K.  
Producer  
Insurance  
Used the software for: 6-12 months

### "Onboarding with ease"

December 11, 2018

5.0

Overall a good experience so far.

Pros

User friendly interface simplifies complicated information

Cons

Some restrictions on how information is communicated

Review Source

RY

RENEE Y.  
HR MANAGER  
Wholesale  
Used the software for: 6-12 months

### "BERNIEPORTAL"

January 22, 2019

5.0

This made it quick and organized for open enrollment

Pros

It is a great tool for completing open enrollment

Cons

as far as I know I like everything so far

Review Source

AJ

Amanda J.  
Human Resource  
Construction  
Used the software for: Less than 6 months

### "User Friendly"

January 22, 2019

4.0

It's been wonderful!

Pros

Bernie Portal is mobile-friendly which is helpful because most of our employees work in the field and don't always have access to a computer. It is more user-friendly than our previous software and the customer service is friendly with quick response time. The onboarding of a new hire is simple but saves a lot of time and paperwork.

Cons

It's been a little more difficult to send out memos to all employees than our previous software.

Review Source

TJ

Thomas J.  
Vice President & Human Resources  
Environmental Services  
Used the software for: 1-2 years

### "Benefits Manage"

February 1, 2019

5.0

The best for employee benefits. I have employees log on to initially set up their medical benefits and they can log on anytime to verify.

Pros

Very nice to have all employee benefits, salaries, PTO, etc. filed electronically and having it all in one place.

Cons

In the event of a power outage I can not access files.

Review Source

TF

Teresa F.  
Administrative Assistant  
Construction  
Used the software for: 6-12 months

### "Bernie Review"

January 22, 2019

4.0

When an employee has a question or cannot navigate the web. The guys are not computer literate.

Pros

Somewhat easy to navigate, once I figured out where everything was.

Cons

When I have to go in under an employee as ghost, sometimes it works, sometimes it doesn't.

Review Source

ML

Michael L.  
President  
Insurance  
Used the software for: Less than 6 months

### "Good product and the creators "get it""

December 11, 2018

5.0

I am still new with my Bernie experience; however, I believe it is a great product that will enhance my ability to write and maintain business as a broker.

Pros

The capabilities are very nice, and the main reason I selected Bernie is because they build the site for me

Cons

Communication process is poor. I believe that your product would go from good to great if you had a dedicated customer support line that handled broker and client questions. Now, I have to go through the same person who builds the system. He is super nice and good at building sites, but he is often unavailable because he is building other sites (as he should be). For example, getting simple questions answered to COBRA was quite a challenge and setting up COBRA to much longer than it should have. Communication was the real issue

Review Source

DC

Deborah C.  
HR Manager  
Railroad Manufacture  
Used the software for: 1-2 years

### "Bernie Portal Employer Administrator"

January 22, 2019

3.0

It is an improvement over paper enrollments, but could be much better.

Pros

My employees found it easy to use for open enrollment. I like the summary sheets that I can store digitally for each employee.

Cons

the reporting function is awful - lack of filters and sorting options. No ability to open limited benefits for corrections - employee must reselect all benefits.

Review Source

Response from Bernard Health

February 27, 2019

Thank you for your feedback! We use input just like this in order to improve our product. In fact, our users' feedback directly impacts our development priorities. Our product team is actively working on improving our product - including reporting functionalities - so that we can best serve the needs of all users.

SC

Shelby C.  
Office & Communications Manager  
Individual & Family Services  
Used the software for: 2+ years

### "User-friendly"

January 22, 2019

5.0

All the necessary paperwork to keep things neat are in the portal and readily accessible. Updates can be made with ease, new employees can be set up without difficulty, and administrative staff can see things without a ton of digging.

Pros

New users are able to pick-up on how to use the software rather quickly. Managing staff can streamline required paperwork, and everything is kept in one place.

Cons

I cannot think of anything currently. We have been pretty satisfied so far.

Review Source

ML

Margaret L.  
Director of HR  
Facilities Services  
Used the software for: Less than 6 months

### "Bernie Help with Open Enrollment"

January 22, 2019

4.0

On the whole Bernie is a good tool

Pros

Open Enrollment was made simply this year with the use of the Bernie Portal.

Cons

The reporting functions are not as exact as I would like- I can not run a report to see a change - the report shows me everything. example new employee make thier elections- I cannot see the election they made I have to run a report and look at everyone elections.

Review Source

MH

Mechele H.  
Office Manager/AR/AP  
Telecommunications  
Used the software for: 6-12 months

### "Review - Portal"

January 22, 2019

5.0

Love the fact that employees can login and do everything themselves to a point.

Pros

Employees being able to login and accept insurances themselves electronically.

Cons

Does not connect with Humana/Paycor directly.

Review Source

AK

ANDREA K.  
Administrative Director  
Non-Profit Organization Management  
Used the software for: 1-2 years

### "BerniePortal - Outdated"

October 7, 2019

4.0

I've been using BerniePortal for a little over a year to track our benefit enrollments, etc. If it would get some upgrades I'd use it much more often.

Pros

Has a lot of cool features but the look and feel are very outdated. Layout is easy to use and easy to navigate.

Cons

The system has a lot of potential but the look and feel of the program are old and extremely outdated. If some upgrades were made it would be great.

Review Source

Jennifer T.  
HR  
Transportation/Trucking/Railroad  
Used the software for: Less than 6 months

### "All of my employees info in one place"

November 28, 2018

5.0

Pros

I love how I can easily access all of my employees in one spot. My broker can also access all census reports so I dont have to.

Cons

Not sure yet. It seems extremely easy to use.

Review Source

CS

Catherine S.  
Finance Director  
Non-Profit Organization Management  
Used the software for: Less than 6 months

### "The absolute worst software and customer service I have ever encountered!"

January 22, 2019

1.0

It did not work, and Bernie Portal was unwilling/unable to even attempt to solve the problem

Pros

It did not work, so there was nothing to like.

Cons

It did not work, the reports it created were literally nonsense.

Review Source

Response from Bernard Health

February 25, 2019

We are sorry to hear that you've had difficulty operating BerniePortal. The information that BerniePortal uses to generate reports is the information that is inputted into the system. We recommend checking to see if data you are trying to pull is entered into the correct fields. If you are looking for support, we recommend working directly with your health insurance broker. This individual has gone through extensive, on-site training and can offer you the quality support you are looking for. For HR features, BerniePortal does have an Employer Success team that can help with specific questions. Lastly, we encourage you to use the BerniePortal Knowledge Base as an ongoing support tool. Hopefully this helps!

GK

Gulchehra K.  
Executive Assistant, HR  
Information Technology and Services  
Used the software for: 6-12 months

### "Bernie Portal- Easy Enrollment System"

January 22, 2019

5.0

Never had any issue, easy to use.

Pros

To generate any reports, Get an emailany notification of the changes made by employees; elections, personal information change. Send an email reminder to new employees to complete enrollment.

Cons

This software made enrollment process very easy for our company. I cant say anything nagative.

Review Source

AH

Amy H.  
HR/Risk Mgmt  
Maritime  
Used the software for: Less than 6 months

### "Streamlined Benefits "

January 22, 2019

4.0

The portal has really helped with eliminating mistakes and making deadlines to insurance companies. It is very easy to use.

Pros

I liked that it was easy for MOST of my employees to set up.

Cons

Open Enrollment, it would have been nice to just be able to print out each persons cart in a PDF to enter new rate deductions in my payroll system.

Review Source

GD

Gail D.  
Financial Manager  
Legal Services  
Used the software for: Less than 6 months

### "First time user."

January 22, 2019

5.0

I was resistant at first, thinking "just one more thing I have to spend time on to benefit a vendor to be used in a marketing or data mining effort". The census was extra work, but the time spent was worth the email notices as employees completed the enrollment (no missed deadlines!) and receiving the summaries for payroll item entry.

Pros

It is extremely convenient to have each employee's summary for payroll management.

Cons

There were one or two items which were tricky to decipher. For example, if an employee selects life insurance, the amount of coverage specified in the employer's contract with the insurer should auto fill. We had one employee who had elected coverage but had an amount of zero on coverage. It was corrected manually.

Review Source

CB

Carrie B.  
Office Manager  
Civil Engineering  
Used the software for: 6-12 months

### "Review for BerniePortal"

January 25, 2019

4.0

Easy to make sure all benefit paperwork is done. Good Experience overall

Pros

Convenient and nice to keep up with the medical benefit paperwork. The employee can do the paperwork online and sign and then I can print.

Cons

I don't use it enough to have any cons. We only use it for the healthcare paperwork.

Review Source

ML

Mary L.  
Corporate Controller  
Computer Software  
Used the software for: 2+ years

### "Corporate Controller"

January 22, 2019

5.0

Made the process of employee enrollment much quicker and easier!

Pros

Moves along very smoothly, and gives you a "shopping cart" total as you make selections. Also, you can read the coverage which are included with each policy selection.

Cons

Can't really think of anything! All employees commented on the ease of insurance selections!

Review Source

AB

Annette B.  
HR Director  
Real Estate  
Used the software for: 1-2 years

### "JDC ENROLLMENT"

January 22, 2019

5.0

Pros

easy to use and get enrollment done on time.

Cons

a little slow, could be a little faster!

Review Source

CR

Chris R.  
Risk Advisor  
Insurance  
Used the software for: 6-12 months

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

August 28, 2017

5.0

Ease of administration for both the employees and HR teams.

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.

Review Source

CY

Cathy Y.  
Administrative Services Coordinator  
Mental Health Care  
Used the software for: Less than 6 months

### "New to Bernie"

January 22, 2019

4.0

The learning curve for us has been very difficult and I am currently the only one that has had any luck successfully completing an oboarding of a new staff. I believe it is just going to take some time to get the "bugs" out and get the product molded to our needs.

Pros

What I like most is being able to onboard new hires and staff can elect benefits directly on the portal

Cons

We have had some difficulty getting the correct forms in for onboarding and some of the offerings for some of the benefit products were not correct on the Bernie system during the election period and caused problems getting staff enrolled

Review Source

KV

Karen V.  
Human Resources Manager  
Government Relations  
Used the software for: 6-12 months

### "Great Service"

January 22, 2019

5.0

It has been especially useful during the open enrollment process, making it so much easier and effective.

Pros

It is so easy to use and makes HR functions less stressful.

Cons

Haven't experienced any problems with software.

Review Source

GR

Gregory R.  
CFO  
Marketing and Advertising  
Used the software for: 6-12 months

### "Bernie Portal Experience"

January 22, 2019

4.0

Good without the issue listed above

Pros

Web Site Design, Access to information, Functionality

Cons

The inability to sign someone up without providing information that's not necessary/relavent.

Review Source

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