Create a new Plan

Creating plans can be performed at the employer, broker, agency, or general agency level. Plans created at a higher level can then be imported by their clients (i.e. a broker builds out a plan that can be imported by their associated employers to offer amongst employees). When creating a plan, you’ll want to make sure that you have all plan information including tax classification, Benefit Provider, any attachments, helpful websites or videos, and premiums.


Step 1: While in your Plans area in the Benefits feature, select “Add new plan.”




Step 2: Fill in basic plan info in the empty fields or by using the dropdowns.


BernieTip: Some toggle options are defaulted such as “Do not ask for PCP (PCP = asking Employee for their Primary Care Physician info), so make sure the settings are correct before continuing.





Step 3: Below the ‘Plan Info’ section, you’ll have the options to create and attach additional materials to help educate Employees about their options.


Enter custom messages for Employees to read while making elections and add helpful websites or YouTube videos just by posting their URL in the space provided. Attach specific plan documents such as SOBs or marketing material using the “Add a PDF” button.




Step 4: You’re ready to set the premiums for your plan. Simply select your coverage tiers or input your age ranges for age-banded type plans and save and continue.


BernieTip: BerniePortal offers a wide range of premium settings from Composite to Age-Banded. Use the dropdown for “Health Premium Type” to select the premium setting.



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