Topic: Bernieportal

    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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    What is BerniePortal training and should I attend?
    By Leah Rubin on December 12, 2019 | 3 min read time

    New or seasoned broker - training is still a key to success Upon choosing a full-service benefits and HR administration platform, many brokers are...

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    BerniePortal September 2019 Dynamic Duo Spotlight
    By Leah Rubin on September 5, 2019 | 2 min read time

    Dynamic Duo: Righter Insurance + Ben Head BerniePortal is more than just a software platform to its licensees—it’s a partnership! In order to...

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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 April 2019 Dynamic Duo Spotlight
    By Gretchen Smitson on April 12, 2019 | 1 min read time

    Broker Partner + Client Success BerniePortal is more than just a software platform to its licensees—it’s a partnership! In order to demonstrate...

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    How to Overcome Reference-Based Pricing Hurdles and Save Clients Money
    By Emily Kubis on April 10, 2019 | 1 min read time

    The new reference-based pricing At Weekdays with Bernie, BerniePortal’s users conference, reference-based pricing expert Lester Morales shared his...

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    Trends driving agency consolidation and deal activity
    By Leah Rubin on April 4, 2019 | 2 min read time

    Dan Campbell, Vice President at Campbell Petrie Inc. spoke about benefits agency M&A at Weekdays with Bernie 2019 last week, exploring trends...

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    BerniePortal February 2019 Dynamic Duo Spotlight
    By Gretchen Smitson on February 14, 2019 | 1 min read time

      Broker Partner + Client Success BerniePortal is more than just a software platform to its licensees—it’s a partnership! In order to demonstrate...

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