Client Support & Service
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Client Support Services

Knowing what our clients need, and how to best support that, comes with years of experience serving employers and their employees. For over three decades, NBI has worked diligently to distinguish itself in the DFW benefits community as the “platinum standard” independent benefits broker agency of choice. Industry Professionals, Agents and Advisors agree that the tools and resources we all share are the same. The insurance carriers we all access are the same. However, it is how we use and present those resources and blend our knowledge, expertise, strategies, processes, and services…THAT is our UNIQUE VALUE. 


It has never been better said…SERVICES are "WHAT" Brokers "DO" for their clients. RESOURCES are the "EQUITY," or WHAT Brokers "SPEND" to provide those services!

For Employers and Human Resource Departments:

  • HRIS Platform a premier NO COST turnkey HRIS digital benefits delivery & communication system) including NO COST Digital Onboarding, NO COST Compliance Notices, NO COST Carrier Billing integrations, NO COST Smart Phone App, NO COST 1094C / 1095C ACA Reporting integration. Click this link to see system features:  https://www.bernieportal.com/feature-overview/
  • Platinum-level customer service support with a designated GO-TO account manager 
  • On-Site or Zoom meeting(s) at Open Enrollment and/or throughout the year (in English and Spanish)
  • Technology-driven support to maximize efficiency through automation 
  • HR Legal Hotline Service provided at NO COST a Labor Law Attorney
  • Client Portal offers HR staff access to a Resource Portal (Content Library) at NO COST: HR Consulting Hotline “On-Call” Service with ability to speak to an experienced team of Certified HR Consultants
  • Custom Benefits Booklet provided at NO COST, company logo-branded and with full color print in both English and Spanish (digital and paper copies)
  • Custom Benefit Compliance Documents (Section 125 Plan and Wrap Plan Documents)
  • Specifically Provided to HR Departments at NO COST in addition to the Resource Portal/Content Library and HR Consulting Hotline, we also include as needed: 
  • Compliance Apps: Federal Poster Advisor, FMLA Advisor and Multi-State Laws Comparison Tool
  • Regulatory Notices: Compliance Notice Builder and COBRA Notices Generator
  • People Management HR Apps: Custom Job Description Builder, Interview Question Builder, Employee Cost Calculator, Employee Handbook Builder, Performance Review, Employee Survey Builder, HR Self-Assessment Tool, Salary Benchmarking Tool, and Total Compensation Statement Builder
  • Optional Time & Attendance integration
  • Optional PTO Tracking integration
  • Optional Applicant Tracking integration
  • Optional Performance Management integration
  • Optional COBRA Administration integration
  • Optional FSA / HSA / HRA Account Administration integration
  • Payroll Integration option is a perfect match to our HRIS platform by adding the payroll piece at any point. Save more time by adding BerniePortal’s proprietary payroll component.

For Employees:

  • Benefits Portal Log-In Access to see Benefits throughout the year
  • Benefit Portal Smart Phone App (I-Phone) Access to see Benefits at any time at their fingertips
  • Personal Customer Service by our in-office customer advocate team including benefit clarification, issue resolution and more
  • One-on-One Consultations and Webinars

We’re here to help! Simply call (817) 339-8977.

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