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. 

Add your name as Advisor or Support when creating the client/prospect so you have access to the group

5. Click on the Upload Plan tab. Click the box or drag and drop the booklets individually to upload them into the system. 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. Enter in the Premium Splitting data if available, this will immediately be available on the Benchmarking Dashboard.  

8. To view uploaded documents, hover over My Evaluation and click on Reports: 

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.