Billing Rules - Knowledge Base | BerniePortal

Billing Rules

Stay informed and avoid surprises! The Billing Rules section provides complete transparency into payment schedules, adjustment calculations, and carrier-specific requirements—all housed directly in BerniePortal for instant access whenever you need it. 

To access:
  1. Log in to BerniePortal as the Global Administrator
  2. Select "BernieBill" in the top navigation menu
  3. Select "Current Bills" in the secondary menu
  4. Choose the specific benefit carrier from the left-hand menu to view their billing rules


The “Billing Rules” area outlines:
  1. Payment information- 
    1. Bill due dates for each carrier
    2. When bills become available for generation
  2. Adjustment guidelines- 
    1. How new hires are processed and billed
    2. Termination billing procedures and timing
    3. Age change impacts on premium calculations
    4. Other carrier-specific billing scenarios and their handling

    • Related Articles

    • What is BernieBill?

      Meet BernieBill—BerniePortal's intelligent billing solution that automates your carrier payments with precision and puts you in complete control of the process. IMMEDIATE ACTION REQUIRED: If you're using BernieBill for MetLife, Guardian, New ...
    • BernieBill FAQs

      Get quick answers to the most common billing questions to keep your benefit payments on track! BernieBill FAQs What happens if I forget to generate my bill? Don't worry! Your bill will be automatically generated at the end of the billing cycle and ...
    • Getting Started with BernieBill

      Ready to streamline your benefits billing? Follow these essential steps to ensure your Employer Portal is properly configured for seamless BernieBill processing! Step 1: Verify Your Benefit Offerings Confirm that all plans in BerniePortal match ...
    • Splitting Your Bill by Billing Subgroup

      Streamline your billing management by generating separate monthly bills for each primary billing subgroup. This feature is perfect for organizations that handle payments separately by division, department, or location. To access: Log in to ...
    • How to Generate Your Bill

      Ready to generate, download, and pay your bill? Follow these simple steps to manage your billing through BerniePortal. To access: Log in to BerniePortal as the Global Administrator Select "BernieBill" in the top navigation menu Select "Current Bills" ...