Generate Priority Insights Report

1. Log into the system https://benefits.cloudadvisors.ca, and click the top Group Name to ensure you are in the correct group. Type in at least 3 letters to generate the drop down list of groups to select from. 

If your group is not currently in the system you will need to Add a New Group.

2. Hover over the My Evaluation menu and select Plan Evaluation:

3. Toggle to Priority Insights and remove or add the Recommendation preferred for your client: 

4. Export or Share this data:

Export Category: Exports the current page as a JPEG to your computer

Share to Employer: Share directly with your client through an invitation to the platform (this will only allow access to the group you have shared from)

Generate Report: Create a PDF Report

5. Your Priority Insights Report will generate within 5 minutes and be available under Reports:

How to Access Reports

Questions?

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