**Please note that you cannot create a new Life Insurance coverage details without setting up Benefit Plan and Benefit Summary. See articles "How to create a new Benefit Plan?" and "How to create a new Benefit Summary? " if needed.**
Step 1: Log into the platform through https://login.cloudadvisors.ca/ (read the article "how to log into Cloudadvisors.ca?" article, if needed.)
Step 2: Enter your client name in the "Group" search tab
For example, if the group name is "Dunder Mifflin," type "Dunder" in the tab and search, the group name should show up under the search tab. If not, it means the client group is not on the platform yet, and you need to create one.
--> Read "How to create a New Group?" article if needed.
Step 3: When your client's name shows up under the search bar, click on your client. You will see the name is locked in the Group search bar.
Step 4: Click on "Benefit Plans" --> "Benefits" --> "Life Insurance" in the drop-down of the Navigation Bar on the left side.
--> You will be on this page:
If you see your client shows up at the "No data available in table" section, it means the Life Insurance details for your client are already created.
---> Read "How to edit the Life Insurance?" if needed.
Step 5: Click on "Add New Life Insurance" on the top right corner.
Step 6: Ensure to choose the division and class you want to add the coverage for.
Step 7: You will notice the "Policy and Eligibility" section comes up again, which is the same as the section we saw in Benefit Summary. Everything got copied over from there, but feel free to change any details if you need it. You can also find "Termination Age" at the end of this section.
If your client's coverage is a flat amount, choose "Amount" and enter the coverage details.
If your client's coverage is a multiple amount, choose "Multiple" and the rest of the fields will pop out (as screenshot below). For example, if the coverage is "2 times of the annual earnings" or "200% of the annual earnings," put 2 in the space after the "x" sign.
Step 8: Click "Save Life Insurance" at the bottom right corner to save the details.
When you see this message pop out (as screenshot below), that means your Life Insurance coverage is created! Click "OK" to continue.
If you have multiple classes, please repeat step 5 to 8 to create the coverage for every class.
If you have any questions regarding the instructions above, please email us at email@example.com.