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Import an existing plan - STM



Importing a benefit is only available when operating BerniePortal under higher entity (i.e. employers under brokers, brokers under agencies, etc.) Importing previously created plans from a higher level of BerniePortal can save you lots of time by having the plan already built out, then making the necessary edits

 

Step 1: Click “Import benefit” on the right above the plans menu.

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Step 2: Select which plan you wish to import by clicking the checkmark box next to each option and then click “Import.”

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If the plan was imported, you will be able to edit the benefit’s renewal date, benefit provider, message to employees and attach any PDF’s. You may also toggle the benefit’s integration with a provider. You may not change the plan name, benefit type, year, or tax classification.




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