Hack: Use The Data In Your CRM To Create Employee Benefit Portals For All Your Clients


With The Click Of A Button, We Can Do More With Your Data

We needed an enrollment solution that would work for most of our clients.  At the same time, we didn't want to learn a new system.  Because we do not have any time for duplicate data entry into this new system, the idea of a single point of data entry was a critical requirement.

We did a lot of research.  We looked at all of the available enrollment solutions.  We even considered building our own.  

data_funnel.jpgNeedless to say, all of the solutions we considered allowed us to manage all this and more:

  • Open enrollment
  • Qualifying events
  • Terminations
  • Employee self service
  • 1094-C / 1095-C Forms
  • Year-round benefits administration
  • Online W-4s and I-9's
  • Online direct deposit
  • Customizable onboarding documents and carrier forms
  • Defined contribution
  • Mid-year HSA changes
  • Private Exchange

After lots of research and much consideration, we decided to partner with Bernie Portal.  While it is user friendly, clean and not confusing, we chose Bernie because it is easier to use and less expensive to operate when considering both the hard and soft costs of implementing an enrollment solution.

With The Click Of A Button...

We liked the idea of their Bernie Buildout Form - instead of asking us to enter information about each client into their website and then learn our way around their website, they gave us a PDF form to complete. It’s that easy.

To create a Bernie Portal for any one client, all we need to do is complete the 581 fields on the 17 page PDF and provide a group census in a specific format to our Bernie rep.  Then wait 1 - 3 days for Bernie to create the site and you are ready for open enrollment.

Click Here To Learn How To Do More  With Your DataIf you were paying attention, you might have realized that it’s still A LOT of work to set up even a Bernie Portal.

How Could We Use Our Data In BenefitsGuide To Make This Easier?

Using an app from the Salesforce AppExchange called Drawloop, we created, what is essentially, a very sophisticated mail merge document.  

With the click of a button, we can now automatically create a signature ready completed Bernie Buildout Form and group census - eliminating hours and hours of data entry for each group that we move to Bernie Portal.

This is just one example of how we are using the data in our BenefitsGuide Insurance CRM to save time and make more money.

Click Here To See For Yourself

About The Author

With over 20 years of experience in the world of employee benefits and insurance technology, Jason is the founder and chief evangelist of BenefitsGuide, an insurance agency management system and CRM built entirely on the Salesforce Platform that streamlines the process of selling and servicing group insurance and employee benefits from the perspective of an insurance broker, general agent, PEO, and insurance carrier. Jason also owns and oversees the group insurance brokerage based in New York that he founded in 1996.