**Please note that you cannot create the Benefit Summary without creating a Benefit Plan first. See "How to create a new Benefit Plan?" article if needed).**
When creating each Benefit Summary, the classes will be the options of coverages.
For example, the group only has one class. There is coverage for Life Insurance, AD&D, and LTD, but Extended Health Care and Dental Care each have three options, you will create one class with Life Insurance, AD&D, and LTD, then create each class for each option of Extended Health Care and Dental Care.
Your Benefit Summary list will look like this:
There are 7 classes in total.
For example, if your group has 2 classes, make sure you create class 1, and class 2 with fixed coverages, then a total of 6 options for Extended Health Care and Dental Care.
Use the steps below to create each division and class:
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" then "Summaries" in the drop-down of 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 Benefit Summary for your client is already created.
---> Read "How to edit the Benefit Summary?" if needed.
Step 5: Click on "Add Benefit Summary" on the top right corner.
Step 6: Select A Benefit Plan. Make sure you select "Yes" for Flex Plan.
Step 7: Summary Info - Create the division and class as the flex options for your group.
Step 8: Fill out Policy & Eligibility and Definition of Earning sections if the information is available.
Step 9: Select "Yes" to the covered benefits.
Make sure to only select the coverage for each option. If you are creating the class for EHC - Option 1, you only need to select "Yes" for Extended Health Care, and leave the rest of the plans to "No."
Step 10: At the bottom right, click on
When you see this message pop out (as screenshot below), that means your Benefit Summary is created! Click "OK" to continue.
You will notice you are back to the top of the page, but this time, the system will tell you which benefits are included for this group, but there is no detail for them yet.
-->Click on "Benefit Summary List" on the top
Repeat from Step 5 to Step 10 to create the rest of the classes.
Please also note that if you have different providers for the same group, you will repeat the same steps for each provider!
If you have any questions regarding the instructions above, please email us at firstname.lastname@example.org.