Data Entry Includes Financials

Data Entry Services now includes Benefits Financials

Data Entry for Essential and Professional users now includes the Financials as well as the Plan Design. 

Benefits Financials include:

- Current Rates (Volume, Rates, Premium)

- Premium Splitting (Employer versus Employee Costs as a Percentage)

- Renewal Factors (TLR, IBNR, Inflation)

- Commission (optional)

To engage our support team in data entry services please email support@cloudadvisors.ca

Financials Information will be collected from the following documents (if available):

- Renewal

- Rate Summary