BerkleyNet's New Portal
Pardon our dust! We're in the process of making the BerkleyNet portal experience even better and we understand this can sometimes be disruptive.
Here's your one stop for the latest updates on the new portal, what changes to expect and more!
Updates to current new business flow
Effective December 8, 2023, we'll be shifting the majority of our renewals and a large percentage of new business into our new system.
As we do this, we'll have a slight, temporary change to our bind process.
You will still bind ALL new business policies in the portal you've always used. However, we'll have an extra step to take behind the scenes for policies that are moving to the new system. This means you'll receive your documents and policy number via email shortly after binding, rather than having them available immediately in portal.
After you click Bind, our team will fulfill the request same-day, unless submitted after 4 PM PST. If you need an expedited turnaround, please give us a call at 877-497-2637. All policy documents will be emailed to you once completed.
The email address listed in the Submission Information section of the bind workflow will be the email address we use to send the policy number and documents to.
See below for payment plan differences. The payment plan you select during the bind process will be converted to the closest match when issued in the new system.
Please note, this is a temporary process change that will end when we move to our new quote and bind platform in early 2024.
When to use which portal
During this transition, you'll be working in both portals. The diagram below will help you know where to go for what. Please note, this is temporary. You should be working solely out of the new portal in early 2024.
Legacy Portal
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Quote and bind new business
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Service policies with policy numbers that begin with BNU
New Portal
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Service policies with policy numbers that begin with BNET
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Access a claims list and claims details on all policies
COMING SOON
Soon you'll be able to access all policies from the new portal. This will include viewing documents, policy info and financial history. In early 2024, quote and bind will be available in the new portal.
Key Portal Upgrades
- Search all policies you have access to in one place, no need to switch between producer locations if you have access to multiple.
- Access invoices from the documents section on the policy overview and the billing page, no longer just from the documents section.
- Auto-pay set up is easier and a draft limit can be applied.
- A claims list and details are available and are more detailed.
- Policy details are easier to read and offer a more comprehensive view of the policy.
- Agency admins can view and manage their users, whereas before you could only add but not view or manage.
- We now show the primary contact for the policy on-screen so you can your clients can confirm we have the right info.
- Generate claims reports with the following filter options: Date Range, Location and Claim Status
BILLING CHANGES
Installment Plans
Legacy Portal
10-pay, 20% down
10-pay, 15% down (California Only)
2-pay, 60% down
3-pay, 40% down
New Portal
*Monthly Self-Reporting and Payroll Reporting is still available
9 installments, 20% down
9 installments, 15% down (California Only)
1 installment, 60% down
3 installments, 30% down
6 installments, 25% down
Other Billing Changes
UPDATES
Policy Lifecycle & Process Changes
No More Auto-Reinstatement
If we have an accurate email address on file for the insured and the due date has passed, we'll email up to two past-due reminders. If no payment is received after seven days, the policy will transition into Pending Cancellation status and will receive a Notice of Cancellation in the mail.
If they make their payment after cancellation, even within five days, the policy will not automatically reinstate as it may have before. Instead, we are reminding the insured before the policy goes into Pending Cancellation status.
Commission Statements
Commission statements are not yet available in the new portal. They are currently being emailed to the commissions contact at your agency.
Renewal Quotes
Renewal quotes will be available in the new portal 45 days prior to the effective date, whereas previously it was 45 days prior to the effective month.
Logging In
Access either portal by visiting berkleynet.com. Click 'Log In' in the top right.
If you already had an account in the legacy portal, you'll be able to automatically log in using the same username and password in the new portal.
If you did not have an account in the legacy portal, or if you have any trouble, please contact us at