# Page 2 | BerniePortal Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - 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 --- BerniePortal 4.3 (130) [View alternatives](https://www.capterra.com/p/147193/BerniePortal/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 2 - Reviews of BerniePortal ## Showing most helpful reviews Showing 26-50 of 130 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use SP Shayla P. HR Director Construction Used the software for: Less than 6 months ### "I Would Not Use This Company If I Wasn't Forced To" February 19, 2019 1.0 I would suggest that others take a look at another system before trying out BP. They should be your absolute last option. Or if you just need basic features like benefit enrollments. Pros My insurance broker uses this company, which is why I am also forced to use it. The only two things that I like about this company is that one) employees can easily enroll into their health benefits, and I will get an easy to read summary document. Two) they offer a timekeeping option that is IP address specific for employees to clock in and out. And three) they have an onboarding feature where documents can be uploaded and employees digitally sign them. Cons They offer a PTO option, which is supposed to be nice right? Wrong. You have to input different rules, which is a drag if you offer different pto options for different levels of employees. You can only request pto in half day or full day increments. You cannot enter in hours, you have to enter in days, so those with an accrual pto system wouldn't be able to use this option. That onboarding feature that I like? - those documents need to be sent over to your BP rep to be uploaded, you can't upload your own. Which is very inconvenient because sometimes the rep doesn't get to you right away and it could be days before your document is uploaded. I've also had a few instances where another company's documents were uploaded to mine! And with their customer service? TERRIBLE. It takes dayssss for my rep to get back to me. Sometimes I have to follow up multiple times. Other times, she doesn't know the answer (most of the time I should say) and has me transferred all over the place for an answer. Review Source Response from Bernard Health February 27, 2019 We appreciate your feedback and are sorry to hear that your experience has not been as expected. I wanted to touch on a few points that may improve your BerniePortal experience. 1) "It takes dayssss for my rep to get back to me": It sounds like you may be looking for support with the incorrect team. BerniePortal has an Employer Success team that is available for you to directly contact. I suggest asking your broker for the Employer Success contact information so that you can work directly with the team trained to handle employer requests. 2)"You have to input different rules, which is a drag if you offer different pto options for different levels of employees": If your company chooses to offer multiple PTO policies, each plan must be configured. This is because BerniePortal can accommodate a many PTO policies and needs to know how to handle yours specifically. If you are having trouble setting up these policies, I recommend contacting Employer Success. Hopefully this helps! RA RODERICK A. Vice President Entertainment Used the software for: 1-2 years ### "Good but not Great for HR departments" March 18, 2025 4.0 Good portal for HR but needs to offer more features like payroll. Pros Good HR based platform to help organize personnel matters. Cons More communication for employees and administration so everyone is updated on system changes. Review Source SF Shanel F. HR Real Estate Used the software for: I used a free trial ### "CRCD Partners BERNIE " October 27, 2024 5.0 I throughly enjoy Bernie & have learned a lot. I like that they give free resources & templates for an array of HR topics Pros The monthly calendars with important dates The short but informative videos about all the different HR topics Cons I have only used the online version of Bernie Review Source AM Alec M. Director of Human Resources Government Administration Used the software for: 2+ years ### "Rolka Loube's Review" July 6, 2021 4.0 Rolka Loube is very happy with BerniePortal and is excited to keep using the portal/new services for years to come. Pros All around good product/software. The team(s) at BerniePortal are always there to help and are extremely professional every time I have spoken to them. Cons The only con I would say that I have would be with the PTO feature we have set up. It has been giving us issues almost the entire time we have been using it. But will say that BerniePortal is always there to help with those issues. Review Source KL Katherine L. Administrative Assistant Insurance Used the software for: 2+ years ### "Bernie Portal review" December 11, 2018 3.0 It is very time intensive to get a group set up correctly in the portal. The carrier forms are not filled out completely. There isn't direct enrollment with the carriers. The carrier forms must be printed out and enrollment completed on carrier website. With not all the information filled in on the enrollment forms it makes it necessary for us to contact the employee to verify information needed for the online enrollments. Pros It is easy for Employees to complete their benefit elections in one place. Cons Not all the needed information is mapped onto the carrier forms when enrollments are completed. Review Source Response from Bernard Health February 27, 2019 Thanks for your feedback - We would like to help resolve any issues by clarifying a few points on BerniePortal functionality stated in your review: 1) "It is time intensive to set a group up": Every licensee receives unlimited group build outs through their Client Success representative. We suggest reaching out to your Client Success partner to see how you can speed up this process. 2) "Not all carrier form information is mapped onto forms" - BerniePortal's form mapping feature allows users to create custom fields that can be mapped onto any form if the existing option doesn't already exist in the menu. 3) "Carrier forms must be printed out & enrollment completed on the carrier website" - BerniePortal has the infrastructure necessary to allow carriers to pull benefits data. Unfortunately, not all carriers have the same technology & cannot integrate. We suggest exploring BernieBill, a BerniePortal feature that allows carriers to issue bills directly from BerniePortal. Kristen R. HR Specialist Computer Software Used the software for: Less than 6 months ### "Open Enrollment 2019 -" November 29, 2018 4.0 Pros For the most part the software is a great tool for open enrollment. It is quick and most employees could elect their benefits without any problems. Cons As the Benefits Administrator I am receiving a lot of feedback from employees that once you get to Step 3 (the page that encompasses all the benefit elections) doesn't auto generate to the next benefit. Employees have been confused by the fact that you hit "save and continue" and there is a check mark next to the benefit but they can't actually see the benefit because it is higher on the page and you would have to scroll up to confirm you have elected that benefit. I would also like to recommend that benefits that are available to employees that are no cost to them be put somewhere other than the benefit tab. It is confusing to employees to see STD and LTD listed at zero cost to them. I understand it is a benefit that is offered by the employer and they should be aware of it but it is confusing when you are making an election for something that you don't contribute to. I appreciate you asking benefit administrators for their feedback. I know it makes the software better and ultimately a better experience for the employees. :) Review Source Response from Bernard Health December 5, 2018 We appreciate your feedback and would like to help you resolve your troubles by offering a few tips: 1) "Step 3 doesn't auto generate to the next benefit": We would suggest adjusting the magnification settings on the device so that all content is visible. It may also be helpful to include instructions in the customizable informational box that appears when an employee selects a benefit. 2) "It is confusing to employees to see STD and LTD listed at zero cost to them."¿ We encourage taking advantage of the customizable information box that employees see during enrollment. Many employers also find it helpful to arrange an in-person presentation of employee benefit offerings and a quick BerniePortal tutorial in order to simplify open enrollment. BerniePortal's knowledge base also includes in-depth employee tutorials that should help employees. Thanks again for your feedback¿as you noted, this can only improve our product. We will keep these items in mind as we invest in development! AY Amanda Y. Payroll and Benefits Admin Staffing and Recruiting Used the software for: Less than 6 months ### "Decent Portal for Smaller Benefit Packages" January 23, 2019 4.0 After utilizing Bernie Portal for a few weeks, there are a few comments/suggestions I would like to pass on. Employee enrollment changes – When I go back to correct errors I have to completely recreate the employees enrollment, from start to finish. When an employee elects to make an HSA contribution change, I shouldn’t have to completely remove and re enter his enrollment just to update something so simple. Reporting – First, I cannot pull a report with HSA contributions, they come over as a PDF with a page for each employee, even if they are not enrolled in an HSA. I then have to search for changes. Second, our spousal and children vol life or AD&D plans are not tied to the spouse or child, they should be tied to the employee. When I pull a report for the vol life and AD&D plans, have to manipulate the data and move it to the employee as it is populated on a line/record that has census data for the spouse or child. I would like to see the data tied to the employee. Pending enrollments – some of our plans require additional steps such as evidence of insurability forms to be completed be fore the employee is actually enrolled in the plans. I would like to see Bernie Portal have the option to mark an employees enrollment as pending and thus exclude it from billing and payroll deduction reports. Pros Bernie Portal has good customization options, and they responded quickly when we needed to make a change to the view/setup of our plans. Cons We offer 12 different benefit plans with multiple options and tier selections. Bernie Portal isn't equipped to handle this many plans effectively. The reporting feature is not customizable and cumbersome to extract the data that I need. There is also not the option to edit/change an employees enrollment without completely starting over. Pending enrollments that require approval or additional processing such as an Evidence of Insurability form cannot be removed from reports or the billing feature. This causes lots of manipulations to the reports on our end to ensure accurate data. Review Source Meghan Elise G. Vice President Employee Benefits Insurance Used the software for: 6-12 months ### "Customer support worth the price" December 12, 2018 5.0 We were looking at having to hire two support staff immediately to support new & renewal business Q4. With Bernie's ease of implementation and instant streamlining effect we were able to defer to Q1 so we can spend much needed time searching, thoughtfully rather than desperately, for our one new staff member. Eliminated the need for a second one. Pros The fact that I don't have to build out anything or learn how to code to be able to use it and show my clients how to use it. I have one person at Bernie to communicate with and he builds everything needed to make me look good and my clients feel confident in the technology. I truly love not having a revolving phone bank of support or having to create a ticket online and wait for someone to pick it up. Cons Really can't think of a negative right now and haven't heard anything negative about it from any clients to date. Review Source GM Gloria M. Sales Executive Marketing and Advertising Used the software for: Less than 6 months ### "My review of Berbnieportal for arivon investments ltd " June 17, 2023 5.0 It is easier to monitor organization activities Pros Using it in our organization is helping us achieve our goals easily and more effectively Cons Am yet to see what I don't like about it but for now we as an organisation are very pleased with it.wr highly recommend it Reason for choosing BerniePortal Because it is the most efficient to use in our organization Review Source Jennifer P. Consultant Insurance Used the software for: 2+ years ### "Fantastic Team" December 11, 2018 5.0 Pros The total customer experience definitely exceeds expectations. If we have suggestions on how to improve our team is very responsive and listens to our suggestions and usually implements them very quickly. Cons Some of the employees are our groups don't have access to a computer so they find it difficult to navigate. Review Source Lou D. Account Executive Insurance Used the software for: 1-2 years ### "I've been very happy with the system and service from BerniePortal overall. " March 9, 2018 4.0 Clients have a simple HRIS that allows employees to enroll online. 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. Review Source SC Sandi C. President Insurance Used the software for: 1-2 years ### "Admin Staff and Clients Love It" October 31, 2018 5.0 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! 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. Review Source JF Jen F. Director of Human Resources Veterinary Used the software for: 6-12 months ### "Experience with Bernie Portal for Benefits Management" January 22, 2019 4.0 Our broker recommended BerniePortal to administer benefits, rather than our current payroll/HR provider's system. In hindsight, we probably would have just stuck with one system. Bernie is probably useful for overall employee/HR management, but since we have only used it for benefits administration, I haven't seen the full picture of what it can do. Pros It's very easy to add an employee to the system and to pull up individual benefits enrollment information. Terminations are also easy, and COBRA administration is handled by Bernie. The employee list shows you at a glance who is enrolled, who still needs to enroll, and who needs to "onboard." Employee enrollment in benefits is user-friendly and straightforward. Employees are shown the costs of each of their selections along the way, and can easily make changes prior to completing enrollment. Cons The reports aren't very useful. I'm not able to pull up a simple report that tells me (for example) the employee's name plus their enrollment choices. It would be really helpful to be able to do this when reconciling statements from our benefits providers with actual enrollment. I wish I could add and "onboard" a part-time employee who is not eligible for benefits in one step. Since we only use Bernie for benefits administration, there's no reason for them to "onboard" when they can't enroll in anything. It's been difficult to get an API / integration going with our payroll/HR software provider. I had to learn the system on my own. I tried to get some in-person training but was not successful. Review Source Paula B. President Used the software for: 6-12 months ### "Great product, very easy to use. Best Service EVER!" March 9, 2018 5.0 Have our information all in one place, and the data integrates with our agency management system. 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. Review Source SP Sandra P. Enrollment Specialst Insurance Used the software for: 2+ years ### "Review by Company Administrator" December 11, 2018 4.0 From the brokers admin standpoint the software provides an online solution to administer and maintain benefits, especially for the smaller to midsize groups. It gets more complicated with larger groups that have multiple levels. Working closely with a BP rep that is a good fit for the firm is extremely important to make these build outs and renewals go smoothly. Pros The software's functionality is fairly easy to use from the standpoint of the brokers admin. I am able to easily train our groups admins to manage their groups benefits, enrollment and renewal process. Cons The reports feature is limited and not very robust. It would be great to create reports with only the information needed and in the order your like to see it displayed. Review Source DE Diana E. Employee Benefits Assistant Insurance Used the software for: 1-2 years ### "Positive over all. Great responsiveness from success team. Buildout process can be challenging." August 22, 2017 5.0 It is highly customizable which is very valuable to our firm and the small group market we primarily serve. 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. Review Source MN Michele N. Office Manager Wholesale Used the software for: 2+ years ### "Makes HR job easier" April 26, 2022 4.0 Pros That any changes put into Bernie Portal are automatically imported to our payroll provider as well as insurance providers. Cons I would like to be able to decide what information is imported to payroll provider (i.e. sometimes information is sent to payroll provider that does not need to go). Reason for choosing BerniePortal na Review Source LG Lisa G. Vice President Employee Benefits Insurance Used the software for: 2+ years ### "Bernie Portal Review" August 2, 2022 5.0 Pros Customer service, reporting, build out support Cons Cumbersome, reporting features nice concise Review Source VR Verified Reviewer Human Resources Generalist Consumer Goods Used the software for: 1-2 years ### "User Friendly but Slow to Process" January 23, 2019 4.0 Pros I liked the set up of the system. I was able to find where the employees were, the payroll section, the bills section, etc. with ease. Cons I did not like how slow the system was to process. When I would try to switch from page to page, it takes awhile to load. Since we are in year 2019, I expect to use systems that are just as fast as my computer's operating system. I was surprised at how slow the Bernie Portal is. Review Source VR Verified Reviewer Vice President of Human Resources Banking Used the software for: Less than 6 months ### "Bernie is a good benefit management tool" February 8, 2019 4.0 Has been excellent and the employees loved it. Problems have been solved quickly when a solution is available. Pros The customer support in getting started and setting up the portal as your benefit enrollment solution. The simplicity of the screens and the ease of following through from start to finish Cons Wish the reporting was more customizable Needs development on the more intricate elements of benefit management; beneficiaries designation variances between multiple policies, dependent designations and qualifications Ability to import images to benefit descriptive page to reflect carriers Review Source AW Amy W. Account Manager Insurance Used the software for: 2+ years ### "A great business decision!" March 26, 2019 5.0 BerniePortal helps us to bring real solutions to our clients. We love our client support team member(s) and value our relationship with the BerniePortal team. That support facilitates our success! Pros Ease of use, constantly evolving, great customer support Cons We did not find this software sooner than 2016. Review Source WB Whitney B. Client Success Manager Insurance Used the software for: 6-12 months ### "BerniePortal Review" December 11, 2018 5.0 I am new to using Bernie Portal on the broker level but I can already see the benefit of our agency purchasing it. We've seen many of our clients get excited about the platform, especially when they are able to easily learn more about their benefits and how to keep their benefit information organized in one place. We've also seen HR Director's light up when they're able to pull reports quickly and keep track of the many HR tasks all in one spot. Pros It's user friendly for brokers, employers and employees. Which is one of the most important features you want in any system. Cons No system is perfect. It would be nice if we had the option to have more custom reporting. Review Source Melanie C. HR Generalist Environmental Services Used the software for: 1-2 years ### "Super Easy to Use" January 22, 2019 5.0 Bernie Portal, besides making open enrollment a breeze, made the COBRA integration and ACA compliance one of the easiest parts of my job. Love it! Pros I love Bernie because it's so easy for both me and my employees to use. It's made open enrollment a breeze. Cons The only con I can think of is that it doesn't integrate bills properly. But I'm not worried too much about that. Review Source SS SHAWN S. Treasurer/CFO Construction Used the software for: 1-2 years ### "GREAT HR SOLUTION - ESPECIALLY FOR THE COMBINATION CFO/HR ROLE" January 22, 2019 5.0 BerniePortal has allowed me to entirely streamline our HR functions. Insurance renewal time is a breeze, onboarding is a non-event, and we now are compliant on all employment sign-offs, etc. I am able to now financial steer the company instead of reacting to HR events. Pros \- The onboarding solution streamlines the process - The insurance application process allows for ease of submission directly by the applicant - We were able to upload our updated Employment Handbook and all related policies in to require signature from employees. - The PTO solution takes the record-keeping burden off of my group as managers directly approve PTO requests. - The customer service group is very responsive - The development team seriously considers user feedback (implementation of a PTO calendar view) Cons The PTO solution requires a bit more flexibility with regard to rolling-over unused PTO to the subsequent year and/or loading the annual PTO at the beginning of each year Review Source AM Angela M. Account Manager Insurance Used the software for: 2+ years ### "Bernie is our BFF" March 27, 2019 5.0 Love how all types of employees are able to access and use; easy to understand verbiage. Pros Bernie Portal is very user friendly; I love this system :-) Cons Need to be able to filter reports per employee status, etc. Review Source Similar Products Featured