Master Age Report
Hello, It would be helpful to be able to run a master age report for all clients in BerniePortal to determine who is turning a certain age in the whole book of business. Right now you can only run one age report at a time per client, which is very time
Email Notifications
As a broker, I'm assisting one of my groups with their benefit enrollments and have the email notifications currently set so I can receive them. Since I have many clients using BP, it would be nice if the name of the client was in the email subject line
Muti-Factor Authentication (MFA) Login
Anyone have any feedback on the new MFA login process? The muti-step process that requires to enter more than a password to login. Overall, I applaud this move to safe guard data - especially for us Brokers who manage mutiple accounts. I am wondering
Ability to Pull Payroll- Time and PTO Report as a Snapshot in Time
Currently, you cannot pull a Payroll- Time and PTO report until the day after the pay period has ended. There are times, like holidays, where payroll is processed in the afternoon of the same day that the pay period closes. On these occasions, a Payroll-
CC on Onboarding Email reminders
I would like the option to be cc'd on emails going out to remind employees to enroll. We've had instances of employees claiming they never got notification. Having copies of the reminders for onboarding would be valuable for documentation and risk
Spanish I-9, W-4,, and IT-2104 (New York) Forms
I think it would be great if BP could provide all standard forms in both English and Spanish since there have recently been updates to I-9 and W-4 and IT-2104 are annually updated. It's a wonderful opportunity to ensure that our Spanish speakers are being
Import Mapped Forms - Service Team Level
Please allow access for the Service Team level to import mapped carrier forms to clients. With the new 2 factor auth - it is nearly impossible to manage multiple brokers, which are currently the only accounts in BerniePortal that house carrier forms that
Mobile App Upgrades
I think it would be very helpful for your clients to have a mobile app that offers additional features other than clocking in and out. I moved from BambooHR to Bernie and it's subpar to what other apps offer and I think there is a lot of potential to
Allow Companies to add Half-Day Holidays
We had a company request the ability to add half-day Company Holidays. This isn't currently an option in Bernie PTO. While I hope they'll look at adding this option... does anyone have a workaround that is currently in use with their portals? Thanks
Add Change Report to Group Admin Portal
Currently, I'm told that after Open Enrollment, the only way for a group admin to get their Change Report is to ask for it from their Broker. It would be very helpful is that Change Report was a self serve option for the group admin as well. That would
1094/1095 Subgroup Configuration
1094-C: Idea to have this section saved from year to year rather than having to fill it out each year. 1095-C: It would be nice to have an all or copy section of benefits subgroups rather than having to configure each benefits subgroup separately.
Dependents Aging Off Plan
BerniePortal currently does not have a design that automatically removes dependents from a plan after the dependent turns age 26. It is considered that there are exceptions to this, as some dependents are permitted to remain on their parent's health plan
Dependents Age 26
BP needs to flag any children who are listed who are age 26 and older as a way to prompt employees to remove them when they are not eligible for benefits. Additionally, in line with this, we need a question that will flag a dependent listed who is over
PTO Hourly Accrual
It would be nice for the PTO feature to be able to accrue based on hours worked. Currently, the accrual options are: monthly, quarterly, and annually.
Ability to add Mass Hours
The ability to add mass hours for a group of employees instead of having to go into each employee's timecard individually to add hours. There are times we close the office early and want to add 2 hours or so to each employee's timecard. We would like
1094B-1095B capability
I have been asking for this for years, but now with the online filing requirement looming for 2024, it would REALLY be nice if Bernie Portal will be able to provide 1094B/1095B eFiling. Is this on the radar?
Email notifications: distinguish new hires from routine updates
Would it be possible to set up notifications so that they are not sent out for each update made as a new hire updates address, language, etc, but only have those go out for updates after the initial election sheet is generated? Or even better, have the
Allow closing of edit request
It would be great if Bernie Portal could make it so that if an administrator makes an edit request, if they need to, they can cancel the request or close it without making changes. Sometimes employees change their mind when wanting to change their W-4
PTO Report- Ability to select past years
It would be nice if you could select past years when pulling this report so that you could see an overview of past time as well as current
BerniePortal training for new agency employees?
I'm curious how other insurance agencies train their new hires on BerniePortal. Most of our team members have been here since we started using BerniePortal so their knowledge has come over time and using the system. How do you get a new team member up
Need Termination PDF's when an employee moves to a new subgroup that doesn't have specific benefits from the latter.
If an employer has multiple subgroups, Bernie does not send termination PDFs if an employee moves to a new subgroup that doesn't have the same benefits available as the previous subgroup. For example, Full time employees are offered medical, dental and
Salary Driven premium Changing in BP now Even when setting is At Plan Anniversary -Confusing
Although my client's STD policy is set for Salary Changes to not effect premiums until the Plan Anniversary Date, BP is changing the deduction and dating the change for the anniversary date which is 10 months out. The individuals personal account shows
Benefit Reduction
It would be nice if we could add "Benefit Reduction" to election pdf summaries generated by Bernie Portal. It's hard to currently tell that someone went in and elected $100k of life insurance and Bernie automatically gave them $65k because of their age.
Clickable Enrollment on Home Screen
It would be a great benefit if when you click on the enrollment numbers (circles with totals) on each type of benefit, you can see not just the number of how many are enrolled but WHO is enrolled without running a report!
Defined Contributions
It would be nice if under the define contributions you can put in the amount that the employer is will to contribute to not only the employee but any dependents as well. IE: Employee: x amount Spouse: x amount Per Dependents up to: x amount And then have
Custom Text Options (Bold, Underline, Color) in Email Reminder
I want to be able to bold deadlines to create additional emphasis when sending email reminders; for example, when a deadline is looming or an EOI needs to be completed. Currently, the only option is Caps Lock, and I'd prefer additional ways to highlight
EOI Approval Emails
When an EOI is approved by the employer, the employee receives an email stating that their EOI was approved. The interested party and employee do not receive an email that a new elections PDF has been generated. I would suggest having an email setting
STD Employee Contribution by $ Amount (Instead of %)
Trying to build out an STD plan where the employer contributed the base level of benefit and employees can buy up. ER Contribution by amount versus % would help.
Red checkmarks rather than blue when questions on a benefit plan are not answered
I would love it if the blue checkmark for a benefit plan would turn red if there is something missing from that plan (election or unanswered question from carrier form) so that it indicates to the enrollee why they cannot move forward with their enrollment.
Minimum Amount for Critical Illness Plans
Currently, an employee can elect $0 as there is no "Minimum" setting on critical illness plans, only maximums. An employee can technically elect $0 as a coverage amount. This creates confusion when enrolling the employee and causes discrepancies on EDI
Beneficiary Detailed Information Request
Most life insurance carriers require additional information about the beneficiary in the event of a claim- i.e. contact information, DOB, and/or SSN. It would be nice for if the system would capture this information on the beneficiary election screen
Save & Continue Button - In Enrollment Change to just "Save"?
Could the Save & Continue button that appears during Enrollment be re-labeled to just Save? My understanding is that the button Saves the content on the benefit page, including any custom question answers, but Continue was really meant to move a person
Employer be able to Cancel a QE Request
If an employee's account was mistakenly reopened for a Qualifying Event (QE) or maybe the employee changed their mind & did not want to add newly eligible dependents, we do not currently have the option to simply CANCEL the QE request. The only way now
Consolidate & Clarify Employee Salary Detail
Working with a client we just realized that the annual salary that shows on the employees profile is set to calculate for a 40 hour work week, which means it is displaying an inaccurate amount for their part-time employees. Most of the information currently
Allow different notification settings for Admins vs Employees.
Our Agents and the HR Admins like having the carrier forms attached as it simplifies communication with the carriers. We would prefer to limit the PHI that goes out in email, so we'd prefer to have employees receive only their Election PDF when they complete
EOI amounts listed on Reports
Currently, EOI amounts are not listed on reports. If an employee is subject to EOI, then the reports show "0" as the amount they elected. You have to look at each employee's sheet to understand that they elected, and are pending of an additional amount.
All Edit Functions from the Gear on the Employees Profile
You've added a gear option that allows us to masquerade while looking at an employees profile. Can we get additional admin functions under that menu as well? I'm opening up some W-4s for changes for one of our clients. I have to look at the employees
Issue Age Plans
There is no ability to indicate a Vol Life, Cancer, Medical Bridge, or disability plan to apply premiums based on issue age. This would be nice to have!
Part Time Employees & "Not assigned" Benefit Subgroup Confusion
Would love to know how others are managing their part-time/ineligible employees. Our clients seem to struggle with not having a "Part-Time" option in the drop-down for Benefits & Benefits Eligibility Subgroups. Even if we setup a "Part Time" Billing or
Voluntary Life Elections
Please change the "slider" bar for electing limits on Vol Life to a drop-down menu instead. We have multiple groups that end up fixing employee elections because either the slider bar did not work for the employee, or they did not understand how it works
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