Step 1: Log into the platform through https://login.cloudadvisors.ca
(Article: how to log into Cloudadvisors.ca?)
Enter into the system through any of the following buttons:
Step 2: Enter your client name in the "Group" search tab in the top bar
Note - Type four letters/spaces to generate the dropdown list - for example, if the group name is "Dunder Mifflin," type "Dund" and the group name will generate in the dropdown list to be selected.
If the client group is not on the platform yet, you may need to create one and complete the data entry for their current benefit plan.
Step 3: Click on "Build Reports" on the left side Navigation Bar
Click Benefit Plan Renewal and select the Benefit Plan Summary:
Step 4: Select the classes to include in the report and click "Generate Report"
Note: If all classes are selected, the summary will generate off the highest level of coverage.
Step 5: Once the report successfully loads, click "Save Report" to save it to your Manage Reports section.
If you require changes to the report, click "Build Reports" and return to the Benchmarking screen.
Step 6: Once saved your report will be available in Manage Reports to preview, download, or share directly to your client contacts through the platform.
For further questions, please contact our team! firstname.lastname@example.org