Broker Reports

Broker Reports

The "Change" report:
  1. Is useful for retrieving all changes that have occurred within a given time period. For example, if your client opens enrollment on July 1 and closes open enrollment on July 31, you can run a "Change" report to see any changes employees made during that timeframe.
  2. Changes that can be reported:
    1. Add Dependent
    2. Drop Dependent
    3. Contribution Cost
    4. Deduction Cost
    5. Total Cost
    6. Coverage Tier
    7. Effective Date
    8. Plan
    9. Demographic
    10. Dependent Demographic
    11. New Employee
    12. Terminated Employee
    13. Terminate Reason
    14. Reinstated/Made Mistake
    15. Reinstated/Rehire
How to generate an "Change" Report:
  1. Select the "Reports" tab in the top navigation menu.
  2. Select "Change Report" from the Standard Reports listing. 
  3. Select the "Clients" & "Type of Change" that correspond with the data needed. (TIP: You can make multiple selections in either list by holding the COMMAND/CONTROL key on your keyboard while you click)
  4. Select the "Date Range" (For example: if your client opens enrollment on July 1 and closes enrollment on July 31, you'll want to select "July 1 2024 to July 31 2024" to see all changes made during that timeframe. 
  5. Enter the email address to indicate the contact that will receive the report. The designated contact will receive an email to download the report.


After you click "Generate & Send," BerniePortal will ask if you want to view election PDFs and carrier forms of employees who had changes? Select the "View & Download" button to easily access all enrollment documents that correspond with the data on the "Change" Report.



Click "Scheduled Reports" to create a cadence where BerniePortal will automatically send the change report on a daily, weekly, or monthly schedule. You can customize which employer groups you'd like to receive a change report for and you can select which types of changes you'd like to see in the report.
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