3 things every modern benefits brokerage needs
    By Alex Tolbert on August 29, 2019 | 3 min read time

    Check out this column in BenefitsPro: What will the future of your agency look like? As a benefits broker or agency owner, staying focused on the...

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    BerniePortal August 2019 Dynamic Duo Spotlight
    By Leah Rubin on August 7, 2019 | 1 min read time

    Dynamic Duo: Korthase Flinn Insurance & Financial Services + Lauren Massingille BerniePortal is more than just a software platform to its...

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    How Advisor Success sets BerniePortal apart
    By Emily Kubis on August 1, 2019 | 1 min read time

      Hear from our partners on Advisor Success  What sets BerniePortal apart from the competition is our full-service approach to implementation....

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    BerniePortal July 2019 Dynamic Duo Spotlight
    By Leah Rubin on July 9, 2019 | 1 min read time

    Dynamic Duo: NBI & Associates + Cooper Simmons BerniePortal is more than just a software platform to its licensees—it’s a partnership! In order to...

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    How to explain benefits like a pro during open enrollment
    By Emily Kubis on June 25, 2019 | 2 min read time

    3 Tips to Your Best Q4 Yet One of the more challenging aspects of open enrollment is ensuring employees have a good grasp on their benefit options...

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    Following up with inbound leads: 3 tips for brokers
    By Whitney Duprey on June 20, 2019 | 1 min read time

    You’ve received a lead...awesome! Now what? When should you reach out to them? Should your first contact be an email or a call? What are the best...

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    Six ways to generate inbound insurance leads
    By Whitney Duprey on June 18, 2019 | 2 min read time

    What is an inbound lead?

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    BerniePortal June 2019 Dynamic Duo Spotlight
    By Leah Rubin on June 7, 2019 | 1 min read time

    Dynamic Duo: Barrett, Liner & Buss + Taylor Dennis BerniePortal is more than just a software platform to its licensees—it’s a partnership! In...

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    Getting started with email marketing: 3 free tools
    By Whitney Duprey on May 22, 2019 | 2 min read time

    On average, 50% of your leads will require 10 touches before becoming a closed-won customer. Blogging, social media and content creation are all...

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    Three HR questions to ask your prospects
    By Alex Tolbert on May 22, 2019 | 3 min read time

    Check out this column in Employee Benefits Adviser: These days, it’s not enough to compete on quotes for new business. Most agencies recognize...

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