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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 ...
Attaching Documents to a Plan
Overview Attaching documents to a plan allows employees to easily access important information for each benefit offering. This article explains where documents should be uploaded, how to attach them, and best practices for managing plan documents. ...
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" ...