BerniePortal Broker Blog

Stay up to date on emerging industry trends to stay ahead of competition, grow your BOR, and increase agency valuation.

    Evaluating Weight Loss Drugs as a Benefit: A Guide for Brokers
    Picture of Germeen Tanas Germeen Tanas | July 10, 2024

    If you haven’t heard about Ozempic or Zepbound yet, it’s bound to hit your radar soon!

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    BerniePortal Eliminates Need for Benefit Booklets
    Picture of Alex Tolbert Alex Tolbert | June 25, 2024

    As a benefits broker, you’re always looking for ways to grow your book of business and enhance client experiences by providing the best service...

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    CMS Projects Employer Healthcare Spending Increase to $1.3 Trillion
    Picture of Aidan Farrish Aidan Farrish | June 13, 2024

    Analysts have newly released data projecting increased healthcare spending nationwide in 2024, impacting individuals, employers, carriers, and, of...

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    A Benefits Broker's Guide to Marketing Strategies
    Picture of Mary Chauvin Mary Chauvin | June 7, 2024

    Benefits brokers are the architects of peace of mind, the champions of comprehensive coverage, and the guardians of financial wellness. But in a...

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    IRS Announces 2025 HSA and HDHP Limits
    Picture of Germeen Tanas Germeen Tanas | May 22, 2024

    The IRS regularly adjusts HSA and HDHP contribution limits to account for inflation. Here are the numbers you need to know to start planning for your...

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    What Benefits Brokers Should Know About HIPAA, Data Breaches, & Compliance
    Picture of Germeen Tanas Germeen Tanas | May 15, 2024

    In 2019, an insurance brokerage started notifying healthcare providers about a data breach after a business associate discovered that the protected...

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    What Is the Difference Between a Fully-Funded and Self-Funded Health Plan?
    Picture of Mary Chauvin Mary Chauvin | May 14, 2024

    Your employer groups have a couple options when it comes to insurance. They can opt to be fully-funded or self-funded. But—how do you know what type...

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    How to Leverage AI As a Benefits Broker
    Picture of Germeen Tanas Germeen Tanas | May 8, 2024

    The most rapidly emerging technology of today is Generative AI, which is a type of artificial intelligence that uses patterns and algorithms to...

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    Broker Considerations for PEPs
    Picture of Germeen Tanas Germeen Tanas | May 2, 2024

    Established by the Setting Every Community Up for Retirement Enhancement Act

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    Common Qualities HR Looks for in a Broker
    Picture of Mary Chauvin Mary Chauvin | April 16, 2024

    Gaining clients is one of your main priorities. As a broker, you know this. But—have you ever thought about what your clients' main priorities are?...

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