Home / BerniePortal Agency Help / Agency FAQ's / Create a plan - Agency

Create a plan - Agency



Step 1: Select “Add new plan” from the plans menu. Click here, if you’re looking to import a plan.

../../../Screen%20Shot%202017-05-08%20at%201.34.21%20PM.png

 

Step 2: Fill out all required plan inform as well as add any necessary carrier forms here as well.

 

For plans with tobacco effected rates: Use the radio button to select “yes” for tobacco rates. You can then prompt the employee to answer a tobacco-related question during their enrollment process.

../../../Screen%20Shot%202017-05-08%20at%202.44.55%20PM.png

 

Step 3: Below the plan info, type out custom messages and add helpful websites and videos. You’ll also be able to attach additional .pdf’s to help educate employees about the plan.

 

../../../Screen%20Shot%202017-05-08%20at%202.47.04%20PM.png

 

Step 4: Click “Save Changes.”

 

 




     RSS of this page