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Homepage - Broker

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 panel 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 Broker help

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