BAR Score
Employer Web Portal (CloudBenefits)
- Video: How to Add a Contact and Create an Employer Portal (1:57)
- How to Activate Sharing
- Video: How to Activate Sharing - Inviting a Contact to Sharing on the Group Web Portal - FULL Process CloudAdvisor to CloudBenefits(2:24)
- How to Market Solutions, Sharing to CloudBenefits Client Web Portal and Promoting Contact Advisor (2:33)
- How to Use Group Shared View to Share or Unshare Events, Reports, Solutions to Client Portal (7:47)
- Video: How to Disable or De-Activate Sharing for a Contact on the Group Client Portal (1:03)
CloudMGA
Solution Marketplace
Report
Training
Contacts
Sales Training
C.A.L.E.B. Insights and the Plan Audit
- Weekly Rundown and CALEB Insights
- Plan Insight Summary Report - Sample
- Generate a Plan Insight Summary Report
- Video: Featured CALEB Insight - Second Opinion (2:32)
- Video: Featured CALEB Insight - Retirement Plans (2:44)
- Video: Featured CALEB Insight - Employee Assistance Program (2:34)
How to Videos
- How to Generate an Instant Quote in Solution Marketplace (2:49)
- Video: How to Generate a Benchmarking Report (1:41)
- Video: How to Search in Solution Marketplace (1:31)
- Video: How to use Site Wide Search (1:28)
- Video: How to update Benefits Included in Benefit Summaries (1:09)
- How to Retrieve Uploaded Documents from the Employer Web Portal (1:10)
Benefit Financials
Login to CloudAdvisors Portal
Entering a Group and Contact
- How do I create a New Group?
- Uploading Client Booklets into CloudAdvisors
- Adding a Client Contact for File Sharing
- How to Add or Update the Advisor and Support Person
- How to edit the created Group?
- How do I see all my client groups on the platform?
Benchmarking FAQ
- What is the EI Reduction STD Field?
- Intro Benchmarking Report
- How do I edit comments or notes in a report?
- Benchmarking with Multiple Classes
- Sharing Reports with Client Contacts
- What do the Industries mean in Primary Industry?
Benefit Details
- Start to Finish: How to Upload a Group Benefit Plan into Cloudadvisors.ca
- How to Add Tiered Co-Insurance
- How to Add or Modify Secondary Industry
- How to Terminate (Delete) a Client Plan
- How to create a new Benefit Plan?
- How to enter a new Flex Plan?
Benefit Financial Reports
- Benchmarking Benefits Financial - Alberta
- Benchmarking Benefits Financial - Ontario
- Benchmarking Benefits Financial - British Columbia
- Benchmarking Benefits Financial - National
- Benchmarking Benefits Financial - Saskatchewan
- Benchmarking Benefits Financial - Manitoba
Retirement Plan Details
- How to Generate a Retirement Report
- Start to Finish: How to upload a Group Retirement Plan to Cloudadvisors.ca?
- How to create a new Retirement Plan?
- How to edit the Retirement Plan for a group?
- How to create a new Retirement Summary?
- How to edit Retirement Summary?