BerniePortal Benefits Administration

Spec sheet

What it does

BerniePortal is a cloud HR platform for small and midsize employers covering the employee lifecycle from recruiting through COBRA administration.Read 21 Oct 2026 · getapp.com

Integrations

The pricing page lists connections with carriers and recruiting or compliance services including UnitedHealthcare, Kaiser Permanente, Anthem/BCBS, Cigna, Aetna, Humana, Indeed, LinkedIn, Google Jobs, Glassdoor and Mineral.Read 21 Oct 2026 · bernieportal.com

Support

BerniePortal directs account problems and questions to its support resource.Read 1 Oct 2026 · bernieportal.com

Headquarters

Nashville, Tennessee, United StatesRead 28 Sep 2026 · bernieportal.com

Founded

2008Read 28 Sep 2026 · bernieportal.com

À la carte features

PTO, Time, Payroll, and Performance can be added individually when partnering with a benefits broker.Read 1 Oct 2026 · bernieportal.com

ACA reporting

BerniePortal says it generates 1095-B and 1095-C forms from enrollment data and e-files them with the IRS.Read 21 Oct 2026 · bernieportal.com

API documentation limit

Work Insiders reports that BerniePortal does not list a public API or MCP server, despite the product help center documenting partner-only BernieAPI activation.Read 21 Oct 2026 · workinsiders.com

API integrations

The BernieAPI tab lists payroll and API partners, which employers can enable with one-time access codes.Read 1 Oct 2026 · help.bernieportal.com

Benefits administration

BerniePortal lets organizations offer more robust benefit packages without tedious paperwork.Read 1 Oct 2026 · bernieportal.com

Benefits enrollment

Employees can complete self-guided enrollment with embedded plan documents and videos.Read 21 Oct 2026 · bernieportal.com

BernieAPI

The help center describes a BernieAPI tab where employers enable payroll and API partners with a one-time access code.Read 21 Oct 2026 · help.bernieportal.com

BernieBill

BernieBill automatically generates enrollment-based carrier bills and provides PDF and CSV downloads when enabled.Read 21 Oct 2026 · help.bernieportal.com

Broker access

Employers can attach a BerniePortal-licensed broker to their portal; the broker can access subgroups and benefits but cannot view payment information.Read 1 Oct 2026 · help.bernieportal.com

Carrier communications

Employee elections can flow directly to carriers so coverage information is transmitted for activation.Read 21 Oct 2026 · bernieportal.com

Carrier Exchange

Carrier Exchange connects BerniePortal with supported insurance carriers through Ideon and sends subscriber and qualifying-life-event data only for active carrier groups.Read 1 Oct 2026 · help.bernieportal.com

Carrier integrations

The pricing page lists UnitedHealthcare, Kaiser Permanente, Anthem/BCBS, Cigna, Aetna, Humana, eHealth, Guardian, MetLife, The Standard, and OneAmerica as integration examples.Read 1 Oct 2026 · bernieportal.com

Company headquarters and size

LinkedIn lists BerniePortal headquarters in Nashville, Tennessee, with 51–200 employees and a 2008 founding year.Read 21 Oct 2026 · linkedin.com

Company identity

Crunchbase identifies the legal company as Bernard Health, LLC, a privately held benefits brokerage and HR software company founded by Alex Tolbert.Read 21 Oct 2026 · crunchbase.com

Company origin

The BerniePortal timeline begins in April 2008 with its founders in Nashville, Tennessee.Read 1 Oct 2026 · bernieportal.com

Core plan capabilities

Every BerniePortal plan includes Recruiting, Onboarding, Benefits, Compliance, and COBRA capabilities.Read 1 Oct 2026 · bernieportal.com

Customer base

BerniePortal describes itself as an HR platform trusted by more than 5,000 employers nationwide.Read 1 Oct 2026 · bernieportal.com

EDI

Employers with the feature enabled can configure benefit-provider EDI by selecting carriers and entering group numbers.Read 21 Oct 2026 · help.bernieportal.com

Funding

Crunchbase lists McNamara Family Ventures as an investor and shows two funding rounds, while amounts are hidden.Read 21 Oct 2026 · crunchbase.com

ICHRA

The product supports ICHRA configuration in which the employer sets a budget and employees choose plans.Read 21 Oct 2026 · bernieportal.com

Implementation timing

BerniePortal says its operations team generally completes an open-enrollment plan buildout in about three business days.Read 21 Oct 2026 · bernieportal.com

Licence

BerniePortal is proprietary software; its privacy policy says the software and associated content are protected by U.S. copyright and grants no user ownership rights.Read 21 Oct 2026 · bernieportal.com

Limit: complex benefits

Reviewers caution that the platform may be a poor fit for complex benefits structures or larger organizations needing more flexibility.Read 21 Oct 2026 · capterra.com

Limit: customer service

Some G2 reviewers characterize support as slow or unable to answer product questions and criticize the roadmap and pricing.Read 21 Oct 2026 · g2.com

Limit: integrations and manual work

G2 reviewers report carrier-integration gaps and cases where benefit data still required manual entry by a broker or provider.Read 21 Oct 2026 · g2.com

Limit: mobile functionality

G2 reviewers say the mobile app has limited capabilities, including inability to enter sick days.Read 21 Oct 2026 · g2.com

Limit: reporting

Review summaries repeatedly mention limited report customization, awkward filtering and manual cleanup of exports.Read 21 Oct 2026 · getapp.com

Mobile access

Employees can access their benefits elections later through the mobile app.Read 1 Oct 2026 · bernieportal.com

Mobile app scope

The Google Play BerniePortal Wallet app supports balance checks, claims, receipt uploads and HSA/HRA/FSA transactions; it reports 1K+ downloads.Read 21 Oct 2026 · play.google.com

Praise: centralization

Reviewers praise having benefits, employee information, documents and onboarding tasks in one online system that reduces paperwork.Read 21 Oct 2026 · g2.com

Praise: ease of use

Reviewers repeatedly describe the interface and enrollment process as simple, intuitive and easy to navigate.Read 21 Oct 2026 · getapp.com

Praise: support

Some reviewers report friendly, responsive customer service and useful HR videos or resources.Read 21 Oct 2026 · softwareadvice.com

Privacy and security

BH Web Services says it uses reasonable, appropriate, and customary procedures and technologies to help protect personal information, while making no guarantee of absolute security.Read 1 Oct 2026 · bernieportal.com

Qualifying events

The benefits module prompts employees to submit documentation for events such as marriage or a new child.Read 21 Oct 2026 · bernieportal.com

Rating on Capterra

4.3 out of 5 from 130 reviewsRead 21 Oct 2026 · capterra.com

Rating on GetApp

4.3 out of 5 from 130 reviewsRead 21 Oct 2026 · getapp.com

Rating on Google Play

4.0 out of 5 from 5 reviewsRead 21 Oct 2026 · play.google.com

Rating on Software Advice

4.3 out of 5 from 130 reviewsRead 21 Oct 2026 · softwareadvice.com

Rating on TrustRadius

4.2 out of 10 from 8 reviewsRead 21 Oct 2026 · trustradius.com

Reporting

The dashboard tracks benefits elections in real time, provides customizable reports, and supports populating and filing 1095-Cs with the IRS.Read 1 Oct 2026 · bernieportal.com

Security and privacy

The privacy policy says BerniePortal stores sensitive employment and benefits data, uses customary security procedures, periodically reviews them, and does not guarantee absolute internet security.Read 21 Oct 2026 · bernieportal.com

Self-guided enrollment

Employers can add videos and helpful resources to benefits options so employees can make informed elections.Read 1 Oct 2026 · bernieportal.com

Subgroup configuration

Administrators can set different plans, contributions and eligibility rules by class, location or department.Read 21 Oct 2026 · bernieportal.com

Support documentation

BerniePortal maintains a searchable online knowledge base with articles for integrations, benefits administration and billing.Read 21 Oct 2026 · help.bernieportal.com

Plans and prices

Every BerniePortal Benefits Administration plan and price →

Where Specifiction places it

• Benefits Administration Software#1 of 489.0
• Benefits Enrollment Software#1 of 219.0