You can generate reports for prospective clients even if they don't have benefit plans yet, or you don't have their booklets available. Uploading plan summary data is not mandatory for generating reports, but creating a group on the platform is. Therefore, there are only three steps here:
Step 1: Login to the platform. If this is your first time using the platform, please read "How to log into Cloudadvisors.ca" for details.
Step 2: Click on "Add Group" on the top right corner.
Step 3: Enter Client information.
Mandatory information: Name, Primary Industry, Number of Employees, Province, Group Type, and Group Status. If you don't know the exact number of the employees of the group, an estimated number will be helpful as well to determine the group size.
Make sure to add the Advisor and Support Person name as well (see second screenshot below). The names will show on the cover page of the reports.
(You might not know about the information for the rest of the optional fields, such as sales details, but they can become the questions you ask to get to know more about your client!)
Click on the "+" (circled in orange) on the right to open the drop-down for name list. Add as many names as you need for the group here:
Step 4: After you enter all the information you need, scroll down to the bottom to click to save the page.
You will receive this message below. Click "OK" to continue.
Step 5: Generate Benchmarking report! Click on "Build Reports" on the left side Navigation Bar
Step 6: Select Report Type - Select "Benchmarking" and click on the report you need. (make sure the selection is highlighted).
Step 7: Click on on the top right corner.
Step 8: Choose the Comparative group you want to compare with your clients based on Industry, Region, and Size. After choosing the comparative group based on the three categories, click on "Generate Benchmarking Report" at the top right corner.
--> After the reports successfully loaded, you have the options on the top toor . When you save the report, it will be saved to Manage Report, which is your digital briefcase to save all your files on the platform.
Since we didn't upload any plan data, you would notice that the reports are mainly grey out or label your client have no coverage at all. These will change as soon as you add the plan in. These reports can still be used as a conversation starter with your clients, showing them you can provide additional services and advice that are more specific to them!
If you have any questions regarding and instructions above, please email us at email@example.com.