What sort of help are you looking for?

• How do I change account settings in my BerniePortal agency account?
• How do I navigate my BerniePortal agency account home page?
• Where do I find client information in my BerniePortal agency account?
• How do I generate a report from my BerniePortal agency account in BerniePortal?
• How do I manage benefits in a BerniePortal agency account?
• How do I organize onboarding documents from my BerniePortal agency account?
• How do I use the tasks feature in my BerniePortal agency account?

If you need assistance setting up your account, please contact your BerniePortal administrator for login credentials.