How to Delete a Plan
From the Plan Library, delete a plan by hovering over the action wheel next to the corresponding plan and selecting “Delete.” Access your Plan Library by selecting the "Benefits" tab in the top navigation menu.
A plan cannot be deleted if employees are still enrolled in it.
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Benefit Subgroup Configuration Area
Once a benefit subgroup is created, you’ll need to configure the subgroup’s settings. To access a benefit subgroup's settings, select the "Benefits" tab in the top navigation menu, select the "Subgroups" tab in the secondary navigation menu, then ...Deleting Benefit Subgroups
Easily consolidate benefit subgroups and simultaneously move employees to their new subgroup via the “Delete” subgroup option. To delete a benefits subgroup: Select “Account” from the dropdown. Select “Subgroups” in the left navigation menu. Hover ...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 ...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 Edit an Existing Plan
If you need to make a change to an existing benefit, just select the plan from your “Plans” list in the “Benefits” tab. Changes can be made to the plan’s basic information and premiums. If a plan’s premiums or settings are changed after it has been ...