How To Create 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, select “Add New Plan.”
- Fill in basic plan info in the empty fields or by using the dropdown fields. If your broker has added carrier forms for your employer to communicate eligibility, select "Add Form" to attach the form(s).
- BernieTip: Some toggle options are defaulted, such as “Do not ask for PCP” (PCP = asking Employee for their Primary Care Physician info), so make sure the settings are correct before continuing.
- Enter custom messages for employees to read while making elections, and add helpful websites or YouTube videos just by posting their URL in the space provided. This is a great opportunity to customize BerniePortal.
- Attach specific plan documents such as SBCs or marketing material by dragging the file into the upload area, or selecting "Click here to browse files." Use the three dots beside each document to re-order documents.
- Select “Save Changes.”
You’re ready to set the premiums for your plan, and you’ll notice you’ve now moved to the “Premiums” tab just by selecting “Save.” Not every employee benefit is the same. You’ll notice as you build different benefit types in BerniePortal, different information is required. Check out the sections below to learn how to configure the “Premiums” area for common plan types.
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