Add a New Group

1. Log into the system https://benefits.cloudadvisors.ca/

2. To create a new Group from the homepage, click the Add New Group button on the right side of the page. To return to this homepage, click on your logo at any time.

OR

Hover over My Evaluation and click on Group Profile:

And click the Add New Group Button:

3. Enter in the required detail for the new group - please select one region and industry (you can compare to multiple). 

***The Secondary Industry is a key-word search with over 700 available options. Please begin to type any related works to your client (construction, farming, technology) and select as many as possible that pertain to your client/prospect. 

Add your name as Advisor or Support when creating the client/prospect

5. Click on the Upload Plan tab. Click the box or drag and drop the booklets to upload them into the system and click SAVE. 

*** The Data Entry Team will complete an audit before releasing to summaries to platform, this can take between 1-3 business days. 

6. Enter in any Additional Information not included in the booklets uploaded. This data will be sent to our Data Entry Team to be uploaded within 1-3 business days. 

7. The Premium Splitting can be entered in once the classes have been created, this can take 1-3 business days to complete. Once the classes are available, please enter in the cost share as a percentage value and it will be immediately available on the Benchmarking Dashboard. 

8. To view uploaded documents, hover over My Evaluation and click on Reports then click Plan Documents from the Category section: 

CloudAdvisors Support Team ([e-mail]) will receive a notification when documents are uploaded and our team will begin entering data from the documents provided. We will reach out to you when the group is ready for Benchmarking and Plan Evaluation Services.

Training Articles:

Generate PDF Reports

View Reports