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Create a plan - Agency

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



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.



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.




Step 4: Click “Save Changes.”



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