Once your CloudBenefits portal is set up for a contact you can begin sharing immediately.
You can share:
Reports uploaded or Saved in Manage Reports
Solutions from the Solution Library
Strategies to get started:
1. Use CloudBenefits as an instant follow up after a meeting. After presenting a report, click share to document that meeting and share materials with your client.
2. Use CloudBenefits as initial outreach with a Prospect. After meeting with a prospect, create a portal and begin sharing relevant solutions, proposals and timeline of events of your interactions so far.
3. Use CloudBenefits as a touchpoint throughout the year. Periodically share relevant or potentially relevant solutions with group clients as a touchpoint throughout the year.
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