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 didn't see any premium listed, it means you haven't added any information yet.
---> Read "Upload Benefit Financial - Premium Info. " if needed.
Step 5: Click on the Edit button "" on the right for the premium you want to change.
Step 6: Make any changes you need in each section.
Step 7: At the bottom right, click on "Save Premium."
When you see this message pop out (as screenshot below), that means the premium is updated! Click "OK" to continue.
If you have multiple premium to update, please repeat step 5 to 7.
If you have any questions regarding the instructions above, please email us at email@example.com.