BerniePortal Broker Blog

BerniePortal Eliminates Need for Benefit Booklets

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...

CMS Projects Employer Healthcare Spending Increase to $1.3 Trillion

Aidan Farrish | June 13, 2024

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

A Benefits Broker's Guide to Marketing Strategies

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...

IRS Announces 2025 HSA and HDHP Limits

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...

What Benefits Brokers Should Know About HIPAA, Data Breaches, & Compliance

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...

What Is the Difference Between a Fully-Funded and Self-Funded Health Plan?

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...

How to Leverage AI As a Benefits Broker

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...

Broker Considerations for PEPs

Germeen Tanas | May 2, 2024

Established by the Setting Every Community Up for Retirement Enhancement Act (SECURE), PEPs operate as a type of open multiple employer plan (MEP),...

Common Qualities HR Looks for in a Broker

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?...

Benefits Brokers Are the First Line of Defense for Educational Efforts

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.