Recommendations to others considering BerniePortal:
Bernie Portal should not be considered by any broker looking to implement a benefits administration system for their clients. Bernie Portal is more expensive than competitors and Bernie Portal provides outdated technology, subpar customer services, and zero plans for innovation to their benefits administration platform.
Our agency worked with Bernie Portal for over 2 years and quickly realized we had made a mistake. We were initially excited about the platform and onboarded 25% of our clients. During our time with Bernie Portal, we had four customer service representatives. None of our representatives appeared to have a background in insurance or technology and were oftentimes unresponsive or unable to assist with resolving issues. Our team was stuck delivering bad news to our clients based on Bernie Portal’s shortcomings and was always told by our Bernie Portal customer service representative that the request had been added to their roadmap, which seemed to be a black hole.
The final straw with Bernie Portal came when the system locked up during an open enrollment period for one of our clients. We notified Bernie Portal that the system was preventing employees from accessing their open enrollment. As with all requests, after 24 hours of waiting, our customer service representative had to forward it to a separate area of the company. We did not receive a timeline for the issue to get resolved and our client’s open enrollment period was set to end at the end of the week. Fortunately, we were able to work with a different benefits administration platform to onboard our agency, complete training, and conduct open enrollment for our client who had been locked out of open enrollment by Bernie Portal before the deadline. We did not receive an update from Bernie Portal until two weeks after open enrollment had ended for our client. We never conducted another enrollment using Bernie Portal and spent the next two months migrating our clients to the new platform.
Additionally, many insurance carriers have abandoned the idea of investing or stopped investing in the further development of file feeds / marketplace programs with Bernie Portal. As a broker, you can find benefits administration platforms that carriers are actively building relationships with and investing in bi-directional capabilities.
Please do your research before choosing Bernie Portal as your benefits administration provider. Do not fall for their claims to be a complete HRIS system. There are better benefits administration options on the market for a lower cost. Review collected by and hosted on G2.com.
What problems is BerniePortal solving and how is that benefiting you?
Benefits Administration solution that is not priced PEPM. Review collected by and hosted on G2.com.
