BerniePortal

BerniePortal is a benefits administration and HR platform for employers and the insurance agencies and brokers that serve them. The BerniePortal connector brings a broker's book of business into Claude, so agency and broker teams can answer client benefits questions in plain language instead of searching through screens, spreadsheets, and plan documents.

What you can do:

• Look up employer clients, renewals, and agency structure (agencies, brokers, and service teams).
• Review offered plans, premium grids, and employee vs employer cost share by coverage tier.
• Check enrollment: election rosters, coverage tier breakdowns, health plan mix, HSA contributions, and projected renewal benefit costs.
• Analyze your book of business: enrollment rates, ancillary take-up, plan enrollment ranking, renewal-over-renewal comparisons, and waived coverage trends.
• Get plan documents, employee election confirmations, and roster exports as secure, short-lived download links.
• Check employee life event eligibility by benefit type.

Requirements: an active BerniePortal agency, broker, service team member, or employer administrator account with access to at least one employer that has BerniePortal Benefits enabled. You sign in with your existing BerniePortal credentials via OAuth, including multi-factor authentication when your account requires it.

Access follows BerniePortal permissions, so Claude only sees the clients you can see. The connector is read-only; the only data it saves is optional feedback when a request could not be answered.