Plans
How To Attach Documents to a Plan
Attach PDF documents to a benefit plan so employees can open them from Plan documents while enrolling. Who can attach documents Employers with Benefits enabled, brokers (including benefit providers and service team members), and Global Admins can ...
How To Create Plans in BerniePortal
Before employees can enroll in benefits, create the plans they will be offered. Who can create a plan Employers with Benefits enabled can create plans. Global Admins and brokers (including benefit providers and service team members) can also create ...
How to Create a Long Term Disability Plan
After you create a Long Term Disability plan, set premiums on the Premiums tab. When creating the plan shell, select Long term disability or Long term disability (2) as the Benefit Type. To create the plan shell first, follow How To Create Plans in ...
How to Create a Short Term Disability Plan
After you create a Short Term Disability plan, set premiums on the Premiums tab. When creating the plan shell, select Short Term Disability as the Benefit Type. To create the plan shell first, follow How To Create Plans in BerniePortal. Who this is ...
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 ...
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 Vision Plan
After you create a Vision plan, set monthly premiums on the Premiums tab. To create the plan shell first, follow How To Create Plans in BerniePortal. Who this is for Employers with Benefits enabled, Brokers, Agencies, General Agencies, Benefit ...
How to Create a Dental Plan
After you create a Dental plan, set monthly premiums on the Premiums tab. To create the plan shell first, follow How To Create Plans in BerniePortal. Who this is for Employers with Benefits enabled, Brokers, Agencies, General Agencies, Benefit ...
How to Create a Health Plan
After you create a Health plan, set monthly premiums on the Premiums tab. To create the plan shell first, follow How To Create Plans in BerniePortal. Who this is for Employers with Benefits enabled, Brokers, Agencies, General Agencies, Benefit ...
How to Edit an Existing Plan
Edit an existing plan’s settings and premiums from the plan library. If you change premiums on a plan that is already attached to a subgroup offer, you must also save that offer so the new rates apply. Who can edit a plan Employers with Benefits ...
How to Clone a Plan
Clone a plan to copy its details, premiums, documents, and related settings into a new plan in Plans. Cloning a plan does not create or clone benefit subgroups—see Cloning Benefit Subgroups for that. Who can clone a plan Employers with Benefits can ...
How to Delete a Plan
Delete a plan from Plans when you no longer need it in your library. Deleting moves the plan to the Recycle Bin—it is not permanently removed right away. Who can delete a plan Employers with Benefits can delete plans. Global Admins working as the ...