Benefits Brokerage and HR Software Company Bernard Health Partners with United Benefit Advisors

United Benefit Advisors (UBA), the nation’s leading independent employee benefits advisory organization, welcomes Bernard Health to our community of Partners. Forward thinking, driven and professional, Bernard Health is an outstanding example of how an agency can embrace technology, evolve, and succeed.

A fast-growing benefits brokerage and HR software company, Bernard Health provides strategic health benefits advice to employers and licenses its proprietary HR and benefits administration platform, BerniePortal, to brokers around the country. Founded with a focus on employee benefits and technology, Bernard Health’s value proposition for employers is expertise in helping optimize technology and transition to alternatively funded health plans. Their mission is to be the world’s most trusted advisor when it comes to helping people plan for their healthcare.

“By eagerly immersing into UBA, collaborating with UBA Partner firms, promoting sh­­­ared knowledge, and gaining from other firms, Bernard Health is an ideal UBA Partner. We’re excited to bring their focus of benchmarking, self-funding, streamlined operations, technology adoption, and their agency structure focused on growth in the independent insurance environment to our community,” said UBA President Peter Weber, M.S., CAE.

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Bernard’s Benefits Practice Leader Brian Tolbert said, “Joining UBA gives Bernard Health and its employer clients access to best practices shared between some of the top independently owned benefits agencies across the country. We believe this partnership will also increase the resources we bring our clients as they continue to evaluate ways to bend the cost curve of healthcare in their favor.”

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Bernard Health is one of the newest Partners to join a network of independent employee benefits advisory firms that serve employers of all sizes across the United States, Canada, England, and Ireland. As a combined group, UBA’s annual employee benefit revenues rank it among the top ten employee benefit advisory organizations globally.

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