How to Create a Vision Plan
How to Create a Vision Plan:
- Navigate to the 'Premiums" tab, enter the plan premiums for each tier or age band, then select “Save.”
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How to Create a Health Plan
How to Create a Health Plan: Follow the steps in this article to begin creating a Health plan. Navigate to the "Premiums" tab of the plan. Use the dropdown for “Health Premium Type” to select the premium setting. Enter the plan premiums for each tier ...How to Create a Basic Life Plan
How to Create a Basic Life Plan: Follow the steps in this article to begin creating a Basic Life plan. Navigate to the "Premiums" tab of the plan. Rate Structure - Make a selection from the dropdown. Enter the Benefit Amount in the "Coverage Amount" ...How to Create a Dental Plan
How to Create a Dental Plan: Follow the steps in this article to begin creating a Dental plan. Navigate to the 'Premiums" tab, enter the plan premiums for each tier or age band, then select “Save.” Didn't find what you were looking for? Send us ...Creating Plans in BerniePortal
Before employees can enroll in their benefits, you'll need to create the plans employees will be offered. Learn how below. To create a new plan: Select the "Benefits" tab in the top navigation menu. While in your Plans area in the Benefits feature, ...How to Clone a Plan
Cloning is a valuable tool that BerniePortal offers to cut down time when creating new plans and subgroups. Cloning a plan will copy all plan details and information, along with premium configurations and uploaded material. To clone a plan: Under ...