Unlock individual benefits for changes
It would be great if BerniePortal allowed you to open an employee to change an individual benefit or group of benefits.
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.
Lock Out Employees From Making Elections After They Have Missed Eligibility Date
When employees are in "Onboarding" or "Awaiting Elections," there is nothing that prevents them for making their elections after they have missed their eligibility window. We have many employees that elect coverage months after they were eligible and
Allow Users to Type in the Date
Some modules of BerniePortal require users to click through a calendar to enter a date. For example: Hire Date when onboarding an employee If the date needed to be entered is far away, like if you need to enter a hire date for 03/01/1995, it is more efficient
Employee Census Upload to include Phone Numbers and Employee ID numbers
I would love to be able to include the phone number and employee ID number on the initial census upload. Many times this information is provided on a census but still has to be manually keyed in
Make it available to masquerade before an employee activates their account
Currently, when an employee is onboarded to BerniePortal with an email address, the system requires the new employee to activate their account with a link that is emailed to them. Until the account is activated, Admins are not permitted to masquerade
Reinstatement/Made Mistake - should still prompt emails to service team and interested parties
If an employer terminates an employee by mistake, uses the Reinstate option and chooses Made Mistake as the reason, an email notification to the service team or interested parties regarding the reinstatement is not sent. This results in coverage being
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
Close qualifying events if not completed timely
I wish BerniePortal would allow an employer to close the qualifying event if an employee does not login within the required timeframe. Someone currently has to re-enroll them in their current benefits. If you could close the qualifying event and it would
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
EOI on Children
We need the ability for the EOI to be required on children in some instances. Not all insurers automatically approve children VTL or Critical Illness. Some require them to complete EOI before each child can be approved if they declined coverage when
BerniePortal Email
A way to view emails that have been sent out of BerniePortal. Both content and dates. For Example, Welcome emails, Open Enrollment Welcome and Open Enrollment Reminders.
All Data Report to reflect the employee's profile instead of the election pdfs.
Currently, the All Data Report retrieves employee information stored in BerniePortal at the most recent enrollment timestamp, aka when an employee enrolls. If the employee changes their street address after their enrollment, for example, the All Data
Add the date Open Enrollment was opened/closed on the Open Enrollment screen
It would be helpful to have the date open enrollment was open and closed for a set of benefits easily viewable on the open enrollment screen. There have been a few times that I needed to know what date open enrollment was open and/or closed and can't
Voluntary Life - Increments above GI for Renewal Year
In year 2 if a Vol Life plans allows employees to purchase additional coverage w/o EOI employees who were approved for an amount above GI are prompted to submit EOI even if they are purchasing an amount allowed by the plan. Add another "Additional GI
Bernie Portal Link when sending reminder messages
BerniePortal should include a clickable hyperlink to the login page when sending out enrollment reminders It would be extremely helpful/useful if they could click on a link that takes them right to BP when they get that email message. I understand I
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
Display PCP name on Election Sheet and Employee Record
Please include the Primary Care Physician (PCP) name on the election sheet. BerniePortal can already capture and store the PCP information. So, it would be helpful to display the PCP name on the election sheet as well as the Benefits tab of the Employee
Alpine - Employer Portal and/or Employer Access
A lot of our Alpine clients want to be able to pull copies of the notices that were sent to their Cobra recipients. Alpine either needs to make a portal available or somehow attach the document to the Employee in BP.
Qualifying Event Election Verbiage update
Currently, when an employee has a QE and they make their new elections they are prompted to enter the date of the qualifying event, however, BP uses that date as the effective date of benefits. When someone's QE is 4/12 but their benefits change should
Approving/Declining EOI Email Notifications
When approving or declining EOI the employee receives an Email notification and I believe receives a new generated election sheet. We would love for the "Interested parties" listed in the email notifications to also receive an email notification along
How the portal should handle those over age 65
BerniePortal should recognize when an employee is over 65 When the employee enrolls in benefits a popup should ask if they are enrolled in Medicare. If the employee is enrolled in Medicare, then the HSA tab should disappear for the employee because employees
Approving EOI needs field to Amount Approved
We need to be able to change the amount when approving an EOI. An employee may apply for $300,000 and after underwriting review may be approved for $200,000 instead. We need to be able to put in the amount approved when processing the EOI.
View Employers in Open Enrollment on Broker Dashboard
I'd love if I could see how many employers, and even better which employers, are in open enrollment at any given time I log in. That would be much more useful than the STATS available.
Add beneficiaries as mapible fields for forms.
I searched for this topic but did not find it previously noted - apologies if this is duplicate. It would be useful to be able to map the beneficiaries collected under the beneficiaries tab at enrollment to the carrier forms.
Employee Gender in BerniePortal
Currently, there are only male/female options for gender. Add more inclusive options for employees who don't subscribe to male/female.
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
Provide a link instead of a PDF when employee enrolls in an amount above the GI
Right now, BerniePortal shows employees a downloadable EOI document when employees enroll above the GI on Vol life and CI plans. Some carriers want employees to submit EOI info on a web portal, so it would be nice if BP allowed employers to show a link,
Maximum HSA Contributions
Hi! It would be great if BerniePortal could reference the maximum HSA contributions to calculate how much an employee can contribute without overcontributing. This way, the combination of the employee and employer contributions could go up to the maximum,
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.
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
Mobile App
BerniePortal really needs to get a Mobile App available for employees to be able to ENROLL in benefits. I know there is a work-a-round, but an app would be amazing.
Total Number of Employees Per Month
Our clients are reaching out asking how they can easily see how many employees they had each month. This information is especially important when completing group size surveys for the medical carriers to determine whether they are deemed to be large
Domestic Partners/Dependents
We need a way in the system to track a Legal Spouse / Dependents from a Domestic Partner / Dependents. The reason being is because if a Domestic Partner or their Dependents are enrolled on a benefit plan, then the premiums cannot be taken out on a pre-tax
Comparing premiums side-by-side
It would help employees to make enrollment decisions if they could see plan premiums side-by-side when enrolling. For example, if there are 3 health plans being offered, being able to compare premiums between the health plans on the same screen would
PTO workday length
Add options for "work day lengths" in increments other than whole days.
Waiting Periods in BerniePortal
It would be nice if BerniePortal had a waiting period of exactly one month or two months instead of 30 days, 31 days, etc.
'Lock In' Previous Coverage Amount Elections
Currently, BerniePortal is designed so that during open enrollment, benefit types like Voluntary Life and Critical Illness reverts back to the minimum purchase increment. This confuses some users because they think that they are electing additional Voluntary
Login Screen
app.bernieportal.com login screen currently has a rotation of links/topics that are aimed toward HR (ex. Weekdays with Bernie, HR Prep, HR Calendar, Culture Guides, 1095's). Employees view this screen as well and are confused by these topics as they do
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
Next Page