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 Financial" - "Financial" under Group Files on the Navigation Bar on the left.
--> You will be on this page:
If you see your client shows up at the "No data available in table " section, it means the financial section for your client is already created.
---> Read "How to edit Benefit Financial?" if needed.
Step 5: Click on "Add Benefit Financial" on the top right corner.
Step 6: Fill out the details in the Summary section. Ensure to choose the division and class you want to add the financial information for.
Step 7: Click "Save changes" to save the details.
When you see this message pop out and see your division and class listed on the table (as screenshot below), that means the first step of entering financial details is done! Click "OK" to continue.
You can now add "Premium , " "Renewal ," "ASOs " and "Commission " for the division and class specifically. More information available here.
If you have any questions regarding the instructions above, please email us at email@example.com.