Start to Finish: How to Upload a Group Benefit Plan into Cloudadvisors.ca

Step 1*: Create a new group
Step 2: Create a Governance Listing
Step 3: Create a Contact
Step 4*: Create a Benefit Plan or Create a Flex Plan
Step 5*: Create a Benefit Summary or Create a Benefit Summary for Flex Plan
Step 6: Enter Life Insurance details
Step 7: Enter Dependent Life details
Step 8: Enter AD&D details
Step 9: Enter Critical Illness details
Step 10: Enter Long Term Disability details
Step 11: Enter Short Term Disability details
Step 12: Enter Extended Health Care details
Step 13: Enter Dental Care details
Step 14: Enter Health & Flex Spending Account details
Step 15: Enter Employee Assistance Program details
Step 16: Enter Financial details

*Mandatory entry

Please note that without going through Step 1, 4 and 5 (in this specific order), you cannot proceed to the rest of the steps.

After the data entry, you are now ready to generate the benchmarking reports.

If you have any questions regarding the instructions above, please email us at [e-mail]​