Topic: Client Success

    Supporting software 101
    By Gretchen Smitson on April 1, 2019

      You’ve added BerniePortal HRIS to your value proposition and now it’s time to roll it out to your clients. How do you implement BerniePortal and...

    Continue Reading
    BerniePortal Wins 2019 Bronze Stevie Award for Sales & Customer Service
    By Emily Kubis on February 25, 2019

    BerniePortal wins Customer Service Department of the Year award Nashville-based HR software platform BerniePortal was presented with a Bronze...

    Continue Reading
    Benefits administration pricing: Wholesale vs. per-employee-per-month
    By Emily Kubis on June 8, 2018

      Why wholesale pricing benefits brokers When comparing benefits and HR platforms for your agency, a key consideration will be price and the...

    Continue Reading
    How Advisor Success sets BerniePortal apart
    By Emily Kubis on June 6, 2018

      Hear from our partners on Advisor Success  What sets BerniePortal apart from the competition is our full-service approach to implementation....

    Continue Reading
    Getting started with BerniePortal
    By Gretchen Smitson on March 15, 2018

      I've purchased BerniePortal...now what? You've taken the plunge and are now officially using BerniePortal benefits administration software. Now...

    Continue Reading
    Who is Advisor Success?
    By Gretchen Smitson on March 6, 2018

      Industry support standard You’ve been on hold listening to elevator music for 30 minutes when, finally, someone answers the phone. You give them...

    Continue Reading
    Buying benefits software? Five questions to ask
    By Emily Kubis on October 23, 2017

      How to pick the best platform If you are in the process of bringing your agency online with benefits administration and HR software, it might...

    Continue Reading
    How to shop software
    By Emily Kubis on July 24, 2017

      How to tackle the move online With more than $1 billion of venture capital poured into online benefits administration, brokers today face a...

    Continue Reading
    How going online can mark a new era for your agency
    By Emily Kubis on April 24, 2017

      Brokerage 2.0 What is the future of broker agencies? The insurance industry is not immune from Silicon Valley disruption, and changes are coming...

    Continue Reading
    How does my clients’ benefit information get into BerniePortal?
    By Emily Kubis on April 19, 2017

    The buildout process One question we often hear from brokers is “How does the benefit information get into BerniePortal?” Our buildout process is...

    Continue Reading