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Introducing the BerniePortal Dynamic Duo Spotlight


Client Success + Broker Partner

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, Jonathan Davis of Workplace Benefit Solutions, and his Client Success Team Member, David Terry, to share their experience as a team. Jonathan and David have worked together for almost a year—here's what they have to say about it!

Spotlight: David Terry + Jonathan Davis


Jonathan Davis“Employee benefits is a market that is hard and people don't really like dealing with insurance. Sure BerniePortal makes the process simpler for our clients, but what I didn't anticipate was how much easier it makes dealing with issues like deductions, claims, enrollment and bills.  BerniePortal makes WBS a better insurance agency for our clients and their employees.”
- Johnathan Davis, Workplace Benefit Solutions, TX

"Jonathan and his teaDAvidm have taken full advantage of everything that BerniePortal has to offer including BernieBill, integrations, and other upgrade features, while still maintaining their excellent, personalized service that his clients are used to.

I’ve enjoyed not only working with Jonathan on his new groups and renewals, but also learning more about him and his team personally. I truly feel like I’m a part of their team when I’m working with them.”

-David Terry, BerniePortal Client Success

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