BerniePortal Broker Blog

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

    Broker Considerations for PEPs
    Picture of Germeen Tanas 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),...

    Continue Reading
    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?...

    Continue Reading
    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.

    Continue Reading
    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...

    Continue Reading
    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...

    Continue Reading
    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...

    Continue Reading
    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,...

    Continue Reading