Your Step-by-Step Guide to a Successful First Prospect Meeting
    By Drew Gieseke on June 3, 2020 | 3 min read time

    Four Steps to a Successful First Prospect Meeting

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    How Benefits Brokers Can Utilize an HRIS to Expand Client Offerings
    By Drew Gieseke on May 22, 2020 | 5 min read time

    The step-by-step guide to maximizing your relationship with prospects and clients.

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    Marketing Tools & Best Practices to Grow Your Agency
    By Drew Gieseke on May 20, 2020 | 4 min read time

    No matter what product or service you’re selling, reaching your intended audience presents its own set of unique challenges. Yet as the digital...

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    COVID-19: What You Need to Know to Sell Benefits Virtually
    By Drew Gieseke on May 19, 2020 | 3 min read time

    With some creative thinking—and dedication to your prospects—brokers can successfully sell benefits even while working from home.

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    COVID-19: Furlough vs Layoff
    By Courtney Cox on March 23, 2020 | 3 min read time

    While some employees have the opportunity to work from home during the COVID-19 pandemic, others simply don’t have jobs that allow them to.

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    COVID-19: A Broker's Toolkit to Advising From a Distance
    By Courtney Cox on March 16, 2020 | 7 min read time

    In response to the growing concerns about COVID-19, BerniePortal wants to provide you with a guide to help you continue to serve your clients in...

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    Still printing benefit booklets? Why you should stop.
    By Sarah Weinstein on March 4, 2020 | 2 min read time

    How to replace benefit booklets with your HRIS Many agencies are still creating paper benefit booklets despite their adoption of a benefit...

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    Payroll HRIS vs Benefits Administration
    By Sarah Weinstein on February 27, 2020 | 2 min read time

    Is a payroll HRIS best for your clients? Some payroll companies offer a benefits administration functionality, and many of these companies provide...

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    1095-C deadlines are fast approaching - are you ready?
    By Leah Rubin on January 15, 2020 | 1 min read time

    Enjoy this brief compliance guide for filing 1095-Cs  Are your clients confused about 1094-Cs and 1095-Cs? With changing requirements and...

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    Ringing in the new decade with a new website!
    By Leah Rubin on January 2, 2020 | 1 min read time

    I'm not sure if you've noticed, but BerniePortal just got a facelift.  Here at BerniePortal, we strive to be your most helpful and trusted...

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