Create a Vision Plan - Knowledge Base | BerniePortal

How to Create a Vision Plan

After you create a Vision plan, set monthly premiums on the Premiums tab. To create the plan shell first, follow How To Create Plans in BerniePortal.

Who this is for

Employers with Benefits enabled, Brokers, Agencies, General Agencies, Benefit Providers, and Service Team Members with write access can set Vision plan premiums on plans they can edit.

To set Vision plan premiums:
  1. Create a Vision plan, or open an existing Vision plan from Benefits → Plans. After you save a new plan, BerniePortal opens the Premiums tab. For an existing plan, open it and select Premiums.
  2. Under Coverage Tiers:, select each coverage tier that applies and enter its Monthly Premium. Vision plans use coverage tiers only (not age bands). You can also select Waive, Information Only, or 100 % Employer Paid when those options apply.
  3. Select Save Changes.
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