Reviewing Basic Life and AD&D Plans
BerniePortal provides support for any new employer settings up benefits for the first time in BerniePortal, as well as for any existing employer renewing their benefits in BerniePortal.
BerniePortal offers to build-out employer benefits for the upcoming renewal and conduct a review call to ensure everything is perfect for an employer's open enrollment.
Below is a video to guide you through self-reviewing an employer's upcoming renewal, specifically reviewing Basic Life and AD&D plans:
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How to Create a Basic Life Plan
After you create a Life plan (Basic Life), set premiums on the Premiums tab. When creating the plan shell, select Life as the Benefit Type. To create the plan shell first, follow How To Create Plans in BerniePortal. Who this is for Employers with ...
How to Create a Voluntary Life Plan
After you create a Voluntary Life plan, set premiums on the Premiums tab. When creating the plan shell, select Voluntary Life (or Voluntary Life (2) / Voluntary Life (3) if those types are available) as the Benefit Type. To create the plan shell ...
Reviewing Composite Plans
BerniePortal provides support for any new employer settings up benefits for the first time in BerniePortal, as well as for any existing employer renewing their benefits in BerniePortal. BerniePortal offers to build-out employer benefits for the ...
Reviewing Disability Plans
BerniePortal provides support for any new employer settings up benefits for the first time in BerniePortal, as well as for any existing employer renewing their benefits in BerniePortal. BerniePortal offers to build-out employer benefits for the ...
Reviewing Age-Banded Multi-Person Health Plans
BerniePortal provides support for any new employer settings up benefits for the first time in BerniePortal, as well as for any existing employer renewing their benefits in BerniePortal. BerniePortal offers to build-out employer benefits for the ...