BerniePortal Broker Blog

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

    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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    Benefits Brokers Are the First Line of Defense for Educational Efforts
    Picture of Aidan Farrish Aidan Farrish | April 2, 2024

    If you’re a benefits broker working with small to midsized employers, you’re the one who HR should be able to lean on for benefits education.

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    Can SMBs Afford Paid Parental Leave?
    Picture of Germeen Tanas Germeen Tanas | April 2, 2024

    The Family and Medical Leave Act of 1993 (FMLA) requires employers with 50 or more employees to provide 12 workweeks of unpaid leave to their...

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    Optimizing Technology to Provide Great Service for Benefits Agencies
    Picture of Aidan Farrish Aidan Farrish | March 29, 2024

    Successful benefits brokerages all rely on providing their clients with great, reliable service. While this is a given, oftentimes, what isn’t is how...

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    Is Your Client Eligible for COBRA Continuation Coverage?
    Picture of Aidan Farrish Aidan Farrish | March 27, 2024

    Great brokers are more than benefits coordinators for their clients. They serve as trusted advisors, extensions of employer teams that offer expert...

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    Your Step-by-Step Guide to a Successful First Prospect Meeting
    Picture of Germeen Tanas Germeen Tanas | March 19, 2024

    Regardless of the product or service, any good salesperson will tell you that a strong process is key to earning new business. With these four steps,...

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