CloudBenefits, the group web portal is an instant, white-labeled and secure share site for advisors to share events, reports, and solutions to group contacts.
Activated by a CloudAdvisor users any contact for a group can instantly gain access to sharing.
How it works:
Step 1. - Add a Contact with an Email Address
Step 2. - Click "Activate Sharing" in the edit a contact page. Agree to message and Save
After Step 2 a Welcome email is sent to your contact but you can begin sharing immediately.
Pro Tip - We suggest setting up client portals for the time with either with your client or by phoning them. In addition to making sure they receive the welcome email it's an additional exciting touchpoint to share your digital advancement with them.
Step 3. - Visit "Timeline" "Manage Reports" or "Solution Library" and search for that group.
Step 4. - Click on the "Share" icon on the left hand side of any row to share.
Step 5. - Select an approved contact for sharing. Edit or Accept the email and Click Send.
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