Submit a buildout request when you need Benefits set up or renewed for an employer client.
Who this is for
Brokers, agencies, and service team members. Read-only service team members do not have access to the form.
Open the Buildout Request Form
- In the left navigation, select Employer List.
- In the Employer Name column, select the employer you want to submit the buildout request for. That opens Employer Profile.
- Select AI-POWERED BUILD-OUT (next to Masquerade). BerniePortal opens the Buildout Request Form in a new tab.
If the employer is not on the list, select Add New Client to add them first. See Employer List.
On the Buildout Request Form
Employer Information shows Employer Name and Buildout Type (New Group or Renewal). BerniePortal sets Buildout Type from whether the employer already has current-offer plans.
Start or resume a request
On Buildout Requests:
- To begin a new request, select Start new buildout.
- To continue an unfinished request, select Resume on the Draft row.
- To view a submitted or completed request, select Review.
You cannot start a new request while a draft is unfinished or a submitted request is still in progress. If the employer has plans in Upcoming Offer, resolve that before starting or submitting.
Use Save & resume later on any step to keep a draft and return later with Resume.
Submit the request
- Complete the form steps, selecting Next to advance.
- Select Submit request, confirm the request is accurate, then submit. Once submitted, you cannot edit the request.
Once the buildout is complete