**Please note that you cannot enter the premium detail without setting up Benefit Financial first. See the articles "How to enter Benefit Financial details?" 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 Financial" - "Premium" 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 premium info. for your client is already created.
---> Read "How to edit Premium information?" if needed.
Step 5: Click on "Add Premium" on the top right corner.
Step 6: Ensure to choose the division and class you want to add the premium for.
Step 7: Under the list of "Available Premiums," fill in the line of benefits that applied to your group. For example, this group has the coverage of Life Insurance and AD&D, so I entered the Vol Insured, Rate Basis, Unite Rate accordingly. Premium will be calculated automatically.
Fill in the Cost-Share as well on the last two columns on the right.
Step 8: Use "" on the right to add each line of benefit to the "Existing Premiums" section above "Available Premiums," it will look like the screenshot below.
You will also see this message pop out every time you add the benefit to this section. Just click "OK" to continue.
Step 9: After adding all the benefit premium you need, click on "" at the bottom right corner to save all the information.
When you see all your premium listed as screenshot below, it means you uploaded the premium info successfully!
If you have any questions regarding the instructions above, please email us at email@example.com.