BerniePortal Review

Bernard Health
Bernard Health
Nashville, TN
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BerniePortal At A Glance

Good: Quick setup, robust features, user-friendly interface, tailored to small businesses.
Bad: Only sold through brokers, some limitations on reporting functionality.
Bottom Line: BerniePortal is simple to use and offers small and medium-sized businesses many HR features all in one program.

Product Overview

BerniePortal was designed by Bernard Health for small and mid-sized businesses that want to spend less time administering HR and more time building their business.

This all-in-one solution was crafted for the busy small business professional. The portal is meant to save time, simplify tasks, and improve compliance easily. It offers employee self-service, applicant tracking, benefits enrollment, compliance, timekeeping, payroll and onboarding features all in one dashboard. It’s also available as an app to use on a smartphone for both employees and HR.

The service integrates with Indeed, ADP, Paycor, BenefitsGuide, Alpine, BernieForms, and Proliant.

Since BerniePortal is available through health insurance brokers, users will always have a direct contact for support and assistance.


Here are the key features of BerniePortal:

  • Applicant tracking – take your recruitment online with BerniePortal applicant tracking. This feature allows you to find and attract candidates online and manage candidates’ information.
  • PTO tracking – PTO management is available in one location in the portal. Approve and request time off, and check balances. This feature also allows for employee access.
  • Time and attendance – Employees can clock in and out on their computer or via the BerniePortal app. Track attendance and adjust timesheets online as well.
  • Integrations – BerniePortal will integrate with carriers, payroll and other services such as Indeed.
  • Performance management – Document and track employee performance and development with real-time conversation documentation. A central message chain allows for organizational consistency with agendas, summaries, and discussions.
  • Compliance – This feature ensures compliance with e-signature capability, tracking of individual signatures, and the ability to send reminders.
  • Onboarding – Smoothly transition new hires into an onboarding process that improves employee engagement and cuts down on time.
  • Benefits Administration – Hire and retain top candidates with competitive benefits and custom enrollment.
  • Smartphone app – BerniePortal is available via iOS and Android apps for ease of access on the go.
  • 1094-C / 1095-C Reporting – Easily manage employee data and file forms with the IRS

Target Market

BerniePortal is designed for small and mid-sized businesses. It’s available through over 200 health insurance brokers. Some of BerniePortals Clients are:

  • Humane Society Naples
  • College Wesleyan Church
  • American Tool & Engineering, Inc.
  • Geonetric
  • South Arkansas Community College
  • R&R Healthcare Communications
  • Monticello Community Surgery Center
  • Fair Food Standards Council
  • Colorado Springs Housing Authority
  • EarthBalance Corp

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BerniePortal offers its software through a cloud delivery model.

The solution will easily integrate with other applications, including ADP, Paycor, Indeed, Alpine, BernieForms and BenefitsGuide.

Customer Service & Support

BerniePortal offers a Knowledge Base forum for employers, brokers, team members, agencies, employees and admins.

Since the service is offered through health insurance brokers, customized assistance is available from each broker.


BerniePortal is only available through brokers. Each feature has a base price of $15 per month plus $5 per user per month.


Although it can be a great all-in-one solution for smaller businesses, larger businesses might find some of BerniePortal’s features, including reporting capabilities, quite limited.

BerniePortal is only available through a broker, and features are sold separately.


Bernard Health Screenshot 1
Bernard Health Screenshot 2
Bernard Health Screenshot 3


BerniePortal was launched in 2008 by the benefits broker Bernard Health after seeing the problems that small business face with HR management and compliance. So, it created an all-in-one solution for small and mid-sized companies to save time and allow them to focus more on their business.

The company has received recognition over the last decade from The SaaS Awards, The Stevies and FitSmallBusiness.


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