Training Articles
- Generate PDF Reports
- Advanced Filters for Benchmarking Dashboard
- Add a New Group
- Instant Group Plan Edits
- Filter BAR Score
- Claims Experience
- Prospect or Blank Group Benchmarking
- LeadGen Tool For Prospecting
- How to See Number of Comparison Groups in Benchmarking Dashboard
- Upload Booklets and Renewals for Data Entry
- Premium Splitting Dashboard
- How to View Plan Evaluation
- How to Switch Groups on Platform
- Accessing the Platform as a Client Contact
- Inviting Clients to CloudAdvisors
- How to Access Reports