Training Articles
- Add a New Group
- Generate Priority Insights Report
- Prospect Benchmarking
- Generate PDF Benchmarking or Plan Evaluation Report
- LeadGen Tool For Prospecting / Prospector
- Advanced Filters for Benchmarking Dashboard
- How to See Number of Comparison Groups in Benchmarking Dashboard
- Upload Booklets and Renewal Reports 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