April 2024 - Custom Plan Evaluation Report Generation

In addition to minor bugs and updates here are some of the major upgrades and enhancements we made:

- Made it easier for us to disable users who no longer for one of Advisor Partners and re-allocate their groups to other Advisors and Support

- Changed the login page to provide a demo link for non-customers and an Advisor Partner link for Employers who are looking to get access.  They can no longer sign up directly but rather need to contact an Advisor Partner for access

- Changed the name of ‘Block Insights’ to ‘Block Summary’

- Added a section under ‘Block Summary’ tool called ‘Prospect Overview' which is the same breakdown for prospects as we do for clients.

- On Creating a new Group we've streamlined the entry of adding Benefit and Retirement Advisors and Support staff and automatically tacking users to Group Contacts to add and invite Employers to view their evaluations on CloudAdvisors

- Updated the default sorting of solutions in the Solution Marketplace to show the ‘last updated’ first.

- Added a new Category for the Benchmarking Dashboard called ‘Eligibility’.  Users will be able to explore benchmarking surrounding waiting period, termination age and hours per week.

- Added a Report Generation to Share Menu on Benchmarking Dashboard.  We can now generate a full 27 page PDF report based on the filters they are viewing on the dashboard (basic or advanced).