Resend the Master Subscription Agreement (MSA) when an employer client has not signed it yet. The MSA badge appears next to the employer name on Employer List. Selecting it opens a form so you can send the agreement to an email address.
Who this is for
Brokers, agencies, and service team members who do not have read-only access.
Resend the MSA
- In the top navigation, select Employer List. For more on this page, see Employer List.
- Find the employer in the Employer Name column. Use the SEARCH field or the status dropdown (Active Employers / Inactive Employers) if needed.
- Select the MSA badge next to the employer name. The MSA badge appears only for employers who have not signed the MSA.
- In the Employer Name MSA window, confirm or change the Email address. The field is required and defaults to the employer’s current email.
- Select Send.
BerniePortal sends the Master Subscription Agreement to that email. If you change Email before sending, BerniePortal updates the employer’s account email to the address you entered.
After the employer signs the MSA, the MSA badge no longer appears for that employer. Signed employers can download the MSA Certificate from Account settings; see MSA Certificate.