Group Advisor Portal User Guide

Welcome to Your Group Advisor Portal!

At Saskatchewan Blue Cross, we recognize the essential role you play in supporting plan sponsors and ensuring the success of their employee benefits programs. As a valued advisor, your expertise and dedication help organizations across Saskatchewan provide meaningful coverage to their employees.

This Group Advisor Portal User Guide is designed to equip you with the tools and insights needed to manage your book of business efficiently. Whether you’re navigating the platform for the first time or looking to optimize your workflow, this resource will walk you through key features, functionalities, and best practices to ensure a seamless experience.

With a commitment to trusted expertise, personalized service, and secure self-service solutions, Saskatchewan Blue Cross is here to support you every step of the way.

Let’s get started!

Redesigned Group Advisor Portal Training Demonstration

This video provides a step-by-step walkthrough of the Group Advisor Portal, highlighting key features, navigation, and essential functions. Learn how to manage users, update member information, assign policies, and access key resources to streamline your tasks efficiently.

Logging into the Advisor Portal

This guide provides essential instructions for accessing the Advisor Portal, making it easy for both new and returning users to log in efficiently. It includes clear steps for first-time users to request access and create a password, as well as a straightforward process for returning users to log in and recover forgotten passwords.

Home (Dashboard)

Upon logging in, Group Advisors are greeted with an intuitive dashboard designed to simplify benefits management, providing a seamless and efficient experience. To navigate back to the dashboard at any time, simply click "HOME."

1. Top Menu Bar: Access the functions and tools available within your Group Advisor portal.

2. Notification Centre: Notifications are email-enabled, ensuring you remain informed about all developments at Saskatchewan Blue Cross. Stay updated on activates happening within your portal, marketing communications, policy changes, product training, CE-accredited opportunities, and more.

   Tip: Notifications, Announcements, and Alerts can be accessed and acknowledged in this section. Additionally, Group Advisors will receive email notifications for any activities or actions required within the Portal.

3. Quick Actions: Quick Actions are shortcuts that provide group advisors with immediate access to commonly used resources, streamlining their workflow and enhancing efficiency in managing plans.

1. Commission Statements: Receive notifications and review your recent commission statements.

   Note: Commission statements can currently be accessed from the Top Menu Bar under Commission Statements. The dashboard section for commission statements is not yet available and will be enabled at a later date.

Action Log

The Action Log tracks all activities and transactions processed by you and your team on the Advisor Portal. Use the search tool to view or export a complete record of transactions, including those in progress or completed.

Members

Add Member

This guide provides a comprehensive walkthrough for adding a member to a benefits plan, ensuring that all necessary demographic, benefits, and family information is accurately recorded.

Member Search

This guide provides a straightforward approach to searching, managing, and updating member information. It covers how to refine searches, view details, export results, and maintain accurate records, helping administrators efficiently manage members.

The Member Actions feature is available to administrators and advisors with designated permissions, allowing them to:

• Transfer a Member

• Terminate a Member

• Request a Member Card

Report & Billings

Billings

By following the outlined steps, Advisors and Administrators can search for, view, and download invoices in PDF or CSV format with ease.

Reports

Our powerful reporting features provide Advisors and Administrators with comprehensive, real-time access to data. Each report includes intuitive parameters that offer flexibility while ensuring a seamless report generation process.

Documents

Find a Document

By following the steps outlined, users can easily search for specific documents, adjust results for better visibility, and access the necessary information for their records.

Upload Document

By following these instructions, users can securely manage document submissions while adhering to size and file type limitations, ensuring effective communication and a strong relationship with their Blue Cross Support Team.

Commission Statements

Monthly commission statements will be accessible after April 18, 2025. Historical statements are not available; refer to your previously retained records.

Email notifications will be sent when new commission statements are available, directing you to the Advisor Portal for more details.

Renewals

This guide offers a straightforward method for managing renewals, allowing users to quickly access recent renewals and refine their search by date range or policy.

Contact Us

By following the simple steps outlined, you can efficiently communicate with the Group Benefits Support Team, ensuring that your concerns are addressed promptly.

My Account

Update Profile & Change Password

This guide provides a straightforward process for updating your profile and password, ensuring that your account information stays current and secure.