About BernieForms

We launched BernieForms in 2019 after seeing the challenges our broker partners face when it comes to managing health questionnaires, and the impact those challenges have on brokers’ ability to implement the best funding strategy for clients.

After building our HR solution — BerniePortal — to streamline the administrative burden of benefits and HR administration, we built BernieForms, the modern tech solution to health questionnaires.

BernieForms makes the health questionnaire process easy — allowing brokers to provide more options and better advice to clients.