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BerniePortal May 2019 Dynamic Duo Spotlight

Greg, Grant, Taylor and Lindsey-1

Broker Partner + Client Success

BerniePortal is more than just a software platform to its licensees—it’s a partnership! In order to demonstrate our commitment to this partnership approach, we’ve asked Broker Partner, Brogan, Reed, Van Gorder & Associates (BRV) and their Advisor Success team member, Taylor Brown, to share their experience as a team. 

BRV & Associates + Taylor Brown

What BRV & Associates says about the partnership

When a new business opportunity comes your way as a benefits broker, you often have to drop everything you are doing to get the new opportunity across the finish line. What we appreciate most about our BerniePortal Advisor Success Partner, Taylor, is her responsiveness and eagerness to do whatever she can to help us grow and support our business. She’s truly become an extension of our team. The support and service she delivers gives us confidence that we can deliver on the promises we’ve made to our prospects and clients.

While there are many benefit software solutions in the market, I’m not sure of any that can stack up to the service model that Taylor and BerniePortal deliver. Whether it’s a quick response to an email, a phone call about how to utilize BerniePortal enhancements, or a last minute request for an urgent BerniePortal buildout, Taylor continues to go above and beyond for us and our clients!

-Brogan, Reed, Van Gorder & Associates

What Taylor says about the partnership

The Brogan, Reed, Van Gorder & Associates team has been a pleasure to work with for the past 3 years! Since signing with BerniePortal, they have done a great job adapting their agency roles to incorporate BerniePortal and our processes. They have become BerniePortal 1095/1095C Reporting and COBRA Administration rockstars and are constantly eager to learn more about all BerniePortal features. Through it all, the BRV team has made me feel like a true member of their team and I am looking forward to the successes we achieve together in the future!

-Taylor Brown, BerniePortal Advisor Success 

Check out our March 2019 Dynamic Duo!

Who is Advisor Success?

How Advisor Success sets BerniePortal apart

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