Forms - Agency

BerniePortal allows you to upload carrier forms that can be completed digitally when employees make their elections. This is done by “mapping” information onto them.


Mapping carrier forms keeps you carrier compliant while maintaining your digital status. Having all of your forms stored in BerniePortal also makes it easy to keep track of them and allows new information to be mapped onto them whenever necessary.


FAQ: How do I successfully create a new carrier form?



Forms Menu

A list of your existing forms appears in the Forms menu.


Options to import an existing form or add a new one are available in the top right corner.


Hovering over the actions gear next to a plan brings forth the options to view/edit, rename, clone, or delete.


Clicking on the forms name will also take you directly to the view/edit screen.


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