CloudAdvisor

Solution Library

• Search by Keyword or by Provider
• Functionality of a Solution Page

Report

• Benchmarking Report Descriptions

Training

• Level 1 Training
• Level 2 Training
• Training By Section

Contacts

• Why can I not edit an email address on contact?

Sales Training

• Initial Value on Day 1 for our Advisor Partners
• Benchmarking 101
• Benchmarking to Close
• Client Management - Advisory Approach
• We're here to Support You!

C.A.L.E.B. Insights and the Plan Audit

• Search Solutions from CALEB Insights
• Preferred Benchmarking in Plan Audit Report
• How to Create a Plan Audit Report from CALEB Insights
• What are C.A.L.E.B. Insights?

How to Videos

• Video: How to Generate a Benchmarking Report (1:41)
• Video: How to Search in Solution Library (1:31)
• Video: How to update Benefits Included in Benefit Summaries (1:09)
• How to Retrieve Uploaded Documents from the Employer Web Portal (1:10)
• How to use the Timeline Events, Tasks and Manage Private vs Share View (3:38)
• How to Market Solutions, Sharing to CloudBenefits Client Web Portal and Promoting Contact Advisor (2:33)

See all 39 articles

Benefit Financials

• How to edit Benefit Financial - Premium info.?
• How to edit Benefit Financial?
• How to enter Benefit Financial details?
• Upload Benefit Financial - Premium info.

Login to CloudAdvisors Portal

• How to Log into CloudAdvisors.ca
• Are you trying to log in with Internet Explorer?

Entering a Group and Contact

• How do I create a New Group?
• Adding a Client Contact for File Sharing
• How to add/change the Advisor name and Support Person name
• How to edit the created Group?
• How do I see all my client groups on the platform?
• How to create new Contact(s) for your client?

See all 7 articles

Benchmarking FAQ

• Intro Benchmarking Report
• How do I edit comments or notes in a report?
• Benchmarking with Multiple Classes
• Sharing Benchmark Reports with Client Contacts
• What do the Industries mean in Primary Industry?
• In the Basic Ranking Report what does it mean when two or three values are the same?

See all 9 articles

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?

See all 30 articles

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

See all 11 articles

Retirement Plan Details

• 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?
• How to enter RRSP details?

See all 19 articles

Get Ready for Governance Report!

• How to create a Governance listing for my group?
• How to edit the Governance listing for my group?
• How to generate a Governance Review Report for my group?

Service & Support Packages

• Standard, Enhanced & Premium Support Packages
• Professional Services
• How to Access Support / Ask a Question