Billing Rules - Knowledge Base | BerniePortal

Billing Rules

Need to know when your bill is due, or how adjustments are calculated? Check out the “Review Billing Rules” area. Each carrier has its own billing rules housed directly in BerniePortal, viewable at any time. 


The “Billing Rules” area outlines:

  1. The bill due date. 
  2. When the bill is available to be generated. 
  3. Rules for situations such as new hires, terminations, or age changes and how they are processed on the bill. 


To access the “Billing Rules” area:

  1. Select the "BernieBill" tab in the top navigation menu.
  2. Under the “Current Bills” area, select “Review Billing Rules.”

  4. Scroll through the “Billing Rules” modal to learn more about each carrier’s billing rules. 
  5. ​
  6. If your employer uses multiple carriers via BernieBill, each carrier tab will house its own set of “Billing Rules.”


Didn't find what you were looking for? Send us a ticket.

    • Related Articles

    • What is BernieBill?

      BerniePortal offers a unique, automatic, and accurate billing tool called BernieBill. For training and more information BernieBill, watch this video below! (If you are using BernieBill for Metlife, New Benefits, OneAmerica, and/or Manhattan life, ...

    • BernieBill FAQs

      BernieBill FAQs: What happens if I forget to generate my bill? At the end of a billing cycle it will be automatically generated for you and placed in “Past Bills.” The billing cycle is different for every carrier. To see the billing cycle for your ...

    • Getting Started with BernieBill

      Ready to get started using BernieBill? Follow the steps below to ensure your employer's portal is configured correctly. Verify Offer: Verify that the plans offered in BerniePortal are the same plans that the Benefit Provider has confirmed to offer ...

    • Splitting Your Bill by Billing Subgroup

      BernieBill allows you to split your monthly bill by Primary Billing Subgroup. Generating bills for each primary billing subgroup is a great option for employers who pay bills for each division, department, or location separately.  To split your bill ...

    • How to Generate Your Bill

      Ready to generate, download, and pay your bill? The blue “Generate Bill” button is available based on each individual carrier’s billing rules.  These rules can be reviewed at any time and are found in the top right corner of your Current Bill area.  ...