Prospect or Blank Group Benchmarking

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

2. Create a new prospect or blank group from the homepage, click the Add New Group button. (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 details for the new group, select the status as Prospect.

4. Proceed to the Benchmarking Evaluation Page or Generate Report for the Prospect or Blank Group. 

Advanced Filters for Benchmarking Dashboard

Generate PDF Reports (Benefits Benchmarking and Retirement Benchmarking Reports available for blank groups) 

Please Note: Benchmarking data will show in grey without a plan uploaded, but will benchmarking the data of the selected comparison industries, regions and sizes: 

Training Articles:

View Reports

For additional questions, please connect with [e-mail]