BerniePortal Broker Blog

Optimizing Technology to Provide Great Service for Benefits Agencies

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...

Is Your Client Eligible for COBRA Continuation Coverage?

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...

Your Step-by-Step Guide to a Successful First Prospect Meeting

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,...