Client List

Your clients will be just as excited about the opportunity to use state of the art software to help simplify their HR tasks and benefit administration. Adding that new client into BerniePortal takes just a few quick steps.


  1. Add new client and input information in BerniePortal.


FAQ: How do I add new client?


  1. Complete the BerniePortal Master Subscription Agreement.


FAQ: How do I complete an MSA certificate?


Once those two steps are complete, your client will be able to access their own employer account from which they can begin using a multitude of Employer exclusive features.


Also, you’ll have the ability to edit your client’s BerniePortal settings and configurations in “Edit Mode.”




Master Subscription Agreement Badge

Once a client is added to BerniePortal, they will be sent a master subscription agreement (MSA) to the email provided during the “Add a client” steps.


MSA Badge – Represents that the client has yet to complete their master subscription agreement form. You can resend them the welcome email containing the form by clicking the “MSA” badge next to the client in your Client List. You’ll have the opportunity to change the email if necessary.




Viewing important client info

By clicking on a group’s name from the client list, you’ll notice a list of categories of employer information. As the group’s service team member, you’ll have access to the following details.


  1. Employees: View a group’s master employee list. Click on an individual employee to access their personal information and view their benefit details. Download an employee’s election sheets, make adjustments their PTO, and save their reviewed notices as a spreadsheet.


  1. Subgroups: View the client’s subgroupings, including their configurations and any integrations. Click on a subgroup to view its details.


  1. Benefits: View the employer’s benefit library and access specific plan details. See the client’s provider details, integration settings, timeframe configurations, and general info. Write notes next to corresponding provider details and timeframes for reminders. Integrations can also be turned on/off here. Click here to learn more about integrations.


  1. Onboarding: See pending onboarding new hires and view the group’s onboarding templates.


  1. Reports: Run reports for specific clients when information is needed. Click here to learn more about running a report and what information is included.


  1. Notices: Check status of notices as well as e-signatures and number of views for each notice.


  1. PTO: View and edit an employer’s PTO subgroups. Click on a subgroup to access it’s settings preferences. 


  1. 1094C/1095C: View/download previously generated ACA compliance forms.


  1. Tasks: Check on the status of tasks that were assigned to your affiliated team members. Click on the task to make any edits to it or add a new task. Click here to learn more about how tasks can help your brokerage.


  1. Account Information: View employer information such as FEINs, number of employees, and what BerniePortal features that they have active.



Return to Service Team Client List help


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