March 2024 Updates - Client Overview and Retention Risk Block Insights

Upgraded CloudAdvisors AI for uploading PDF Plan Member Booklets

For Advisor Partner ‘Plus’ Customers

- Generate Advanced Filter Benchmarking Dashboards for Retirement Only Clients and Prospects

- Access Premium Splitting Benchmarking Dashboard for Prospects

Block Insights / Block Summary

- Available only to Designated Leadership / National level User

- Added dashboard to analyse the entire block of clients uploaded to CloudAdvisors

- Client Overview by industry, region and group size distributions

- Retention Risk by using Bar Score to identify high risk clients and filter/sort by group size and commission

Plan Evaluation Summary

- Changed metric for number of ‘Instant Quotes’ to ‘Reports’ which will show user how many plan evaluations and benchmarking reports have been generated and link to where they can view and download reports.

Other Updates

- Updated label on benchmarks for Per Visit and Per Practitioner to ‘Most Common’ to be clear this benchmark is showing the most frequent Per Visit or Per Practitioner maximum across all practitioners.

- Enhanced French Language Insights

- Enhanced Performance of Plan Evaluation Report Generation (reduced production time)

- 'Sample Plan' now available in French Language