BERNIEFORMSHOW TO:Implementa)on Tips and Tricks

BERNIEFORMS IMPLEMENTATIONTIPS & TRICKS
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Step 1: Ge7ng ready

Choose which carriers you plan to quote, and print oﬀ copies of the ques7onnaires for the producers andservice team members most responsible for quo7ng those carriers.

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Step 2: Team mee@ng - Deciding on which ques@ons to ask and how to ask themIn the mee7ng, go through each carrier ques7onnaire to decide which ques7ons need to be asked andhow to pose each ques7on. For example, you might adjust “Hours worked?” to “Average hours worked
per week?”

PRO TIP:In BernieForms, you are able to ask two types of custom ques)ons - op)on ques)ons (meaning thosewith mul)ple choice answers) and text ques)ons (meaning those with answers that will be entered in an openended text ﬁeld).
Example:3- Op)on Field Ques)on: “What is your marital status?” Op)ons: Single / Married /Widowed / Divorced- Text Field Ques)on: “What is your COBRA eﬀec)ve date (N/A if not applicable)?”Step 3: Upload blank copies of the health ques@onnaires in BernieForms

In BernieForms, click on Ques7onnaire Library and then click on the “New Ques7onnaire” buKon. Uploadand name each ques7onnaire. Make sure the ques7onnaires you upload are not encrypted. Find out how
to unencrypt your ques7onnaires here.

PRO TIP:
Reach out to each carrier you plan to quote and havethem send you the newest, freshest digital copy of theircarrier ques)onnaire. Do not scan and upload olderques)onnaires as they won’t be as clear in BernieForms
when you try to map them.

BERNIEFORMS IMPLEMENTATIONTIPS & TRICKS
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Step 4: Add all ﬁelds to BernieForms that you plan to use on healthques@onnaires

Click to open one of the health ques7onnaires that you have just uploaded. You’ll see on the leP handside that you have the ability to add ﬁelds by selec7ng + New Field. Star7ng with the longest healthques7onnaire ﬁrst, go through and add every checkable health condi7on that appears on theques7onnaire.
Then, do the same for the rest of the ques7onnaires. You do not have to add duplicate health condi7ons
as they will carry over from ques7onnaire to ques7onnaire (and be automa7cally alphabe7zed).
Now, do the same for all custom ques7ons that your team composed in the mee7ng.

PRO TIP:The custom ques)ons will appear to employees at the “Other”
stage of the process in the same order they appear in the leYhand pane. So be sure to think through the order which youwould like the ques)ons to be posed to employees, ideallyduring your ini)al team mee)ng, then drag & drop themaccordingly.

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Step 5: Map the ques@onnaires

Now you are ready to map your ques7onnaires. Open each ques7onnaire and drag and drop each ﬁeld
from the leP-hand pane to where you want it to appear on the ques7onnaire.

PRO TIP:
You’ll want to map every health condi)on on top of the Yes check box on the ques)onnaire.

PRO TIP:
BernieForms automa)cally collects addi)onal follow-up informa)on about dependents and healthcondi)ons from the employee throughout the process, so you won’t need to do anything beyond dragging anddropping a rectangle box over the relevant dependent or health condi)on table.

BERNIEFORMS IMPLEMENTATIONTIPS & TRICKS
PRO TIP:For op)on ques)ons, you'll be asked to map each poten)al answer over the relevant box on the ques)onnaire(for example - [Single] [Divorced] [Married] and [Widowed] all get separate boxes to map).