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Agency Account Settings



Edit important agency account information and configure much of your client’s and service team BerniePortal settings under the “Account” tab in your profile dropdown. With BerniePortal’s ever expanding range of broker tools, you can make adjustments your portal’s settings whenever and however you prefer.

 

BernieTip: Find your Account settings by clicking on your group profile picture in the upper right corner of the main menu.

 

Choose an Account Settings item to learn more:

 




Edit basic account information (name, email, password)



Add a logo to customize your BerniePortal



Add brokers to your agency



Add service team members and regulate their access



Attach your account to an another plan library



Configure email settings



Customize your BerniePortal homepage


Or jump to one of this feature's FAQs:

 

- How do I add a new service team member?

- How do I add a new broker?

 

Return to Agency help




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