#1 BERNIE PORTAL ALTERNATIVE

More Than Just
An HRIS for Employers

BerniePortal is a great HRIS for small employers, but brokers need more. Administr gives you CRM, quoting, commission tracking, and marketing automation alongside benefits administration.

AI-Driven Benefits vs. Manual HRIS Workflows

BerniePortal is missing key broker tools

Your employers love their HRIS but you need tools to grow your agency too.

Missing in BerniePortal

Built-In CRM for Prospect & Client Management

BerniePortal focuses on serving your existing employer clients with HR tools, but doesn't help you manage prospects, track sales pipelines, or grow your book of business.

With Administr: Manage prospects, clients, and referrals all in one place. Track every interaction, set reminders, and convert more leads into clients.

Client Management

Clients Dashboard

248 active clients

Acme Corporation

John Smith125 employees

Active

Renewal: 45 days

TechStart Inc

Sarah Johnson48 employees

Active

Renewal: 90 days

Global Industries

Mike Chen312 employees

Prospect

Mountain View LLC

Lisa Wang67 employees

Active

Renewal: 120 days

Quoting Engine

Quote Comparison

Acme Corporation - 125 employees

3 Carriers

Blue Cross

PPO Gold

Recommended

$45,250

per month

-8%

vs current

Aetna

PPO Select

$47,800

per month

-5%

vs current

UnitedHealthcare

Choice Plus

$49,100

per month

-3%

vs current

Not Available in BerniePortal

Real-Time Quoting & Proposal Generation

BerniePortal handles benefits enrollment after the sale, but doesn't offer quoting tools to help you win new business or present renewal options to existing clients.

With Administr: Get instant quotes from 100+ carriers, generate professional proposals in seconds, and convert quotes to enrollments with a single click.

Missing in BerniePortal

Marketing Automation & Commission Tracking

BerniePortal offers great educational content for HR, but no built-in tools for email campaigns, drip sequences, or tracking your agency's commissions.

With Administr: Launch email and SMS campaigns, automate client nurturing, and track every commission dollar by carrier, client, and agent.

Commission Tracking

Commission Dashboard

YTD Performance

+18% YoY

YTD Revenue

$284,500

+18% vs last year

This Month

$32,450

+12% vs last month
Blue Cross

$12,450

Paid
Aetna

$8,200

Pending
UnitedHealthcare

$6,800

Paid

Administr is the complete broker platform

Everything you need to serve clients and grow your agency.

Integrated CRM

Manage prospects, clients, and referrals all in one place. Track every interaction and never miss a follow-up.

Advanced Quoting

Real-time carrier integrations, instant proposals, and one-click quote-to-enrollment conversion.

Commission Tracking

Track every dollar from carriers, manage agent splits, and reconcile statements automatically.

Feature-by-Feature: Administr vs BerniePortal

See how Administr stacks up against BerniePortal

Features
Administr
BerniePortal
CRM & SALES
Client Management
Prospect Management
Sales Pipeline
Commission Tracking
QUOTING & PROPOSALS
Real-Time Carrier Rates
Proposal Generation
RFP Build & Submit
Quote-to-Enrollment
BENEFITS ADMINISTRATION
Employee Self-Service Portal
Open Enrollment
Carrier EDI Feeds
QLE Processing
HR & ONBOARDING
Employee Onboarding
PTO Tracking
Time & Attendance
Applicant Tracking
MARKETING & AUTOMATION
Email Marketing
SMS Marketing
Drip Campaigns
Workflow Automation
COMPLIANCE
ACA Reporting
COBRA Administration
Compliance Wizard
Upgrade to Administr

Why brokers choose Administr over BerniePortal

All-In-One

CRM, quoting, benefits admin, and marketing in a single platform

100+

carrier integrations for real-time quoting and proposals

Commission

Full commission tracking with agent splits and carrier reconciliation

Growth

Marketing automation and pipeline tools to grow your agency

Common Questions

Frequently asked questions

Ready for a complete broker platform?

See why growing agencies choose Administr over BerniePortal. Schedule a personalized demo today.