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Homepage - Agency



Here in your BerniePortal homepage, you’ll be able to perform day-to-day tasks and see overviews of client information. Different panels and sidebars contain pertinent information regarding client activity in BerniePortal. You’ll also be able to perform quick tasks.

 

Choose a Homepage item to learn more:





Information about client benefits, renewals, and participation



Performing tasks in your homepage




Birthday and work anniversary reminders

 

 

Or jump to one of this feature’s FAQs:

 

- How do I customize my main menu?

- How do I create and assign a task?



Return to Agency help




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