Do you offer human resources services to your clients? Then you’ll want to know about our new integration with BerniePortal. You can now sync client data between both platforms seamlessly.
BerniePortal handles the HR essentials your clients need—benefits administration, time tracking, and compliance management. It’s one of the most agent-friendly HR platforms in the market. Meanwhile, NextAgency manages what you and your team needs—client relationships, marketing, commission tracking, and sales pipelines. The integration lets you share client data between platforms, reducing the need to enter information twice.
Whether you’re already using BerniePortal or considering it for your clients, this integration makes both platforms more valuable. It’s another way NextAgency adapts to support the services you offer.
Want to learn more? Contact our sales team to schedule a walkthrough showing how this integration can save your agency time and help you grow your HR services.