Compare
Benefit Plans and get Recommendations instantly

CloudAdvisors uses our own proprietary A.I. to Analyze and Benchmark Employee Benefit Plans against Thousands of other Employers across Canada.

Trusted by Thousands of Advisors to Evaluate their Clients and Prospects Benefit, Retirement and Financial coverage every year.

Advisory Firms rely on us to Retain and Grow their Block of Business.

Offer competitive benefits your employees actually want

CloudAdvisors is the first end to end digital platform to shop, compare, and analyze employee benefit plans. Get tailored plan recommendations, shop quotes online, and purchase the best benefits for your team!

Advisor Software for Employee Benefits Sales and Advice

Competitive Evaluation On-Demand

How does it work? Advisors and Insurers load employee benefit plan booklets (PDF) on behalf of their employer client or prospect.

Our AI automatically reads the coverage to identify gaps, risks, and missed opportunities compared to similar employers.

getting started

Upload your Current benefits

Drag and Drop any Plan Member Booklet (PDF) from any client or prospect and let our AI get to work!

get evaluated

Overall Plan Assessment

We assess benefits with an overall Bar Score, think a credit score for your benefit plan. Receive your personalized plan recommendations and review our leading interactive benchmarking dashboard.

search the marketplace

Get Solution Matches and Quotes

Priority Insights for product gaps will offer Solution Matches from the marketplace along with Instant Quotes and Proposals. Search and Browse over 500 options at no obligation, on-demand.

CloudAdvisors Platform

Built with Advisors in mind and a focus on competitive plan value, leveraging big data and improving benefits.

Annual Process with Clients

Add the CloudAdvisors evaluation as part of your annual advisory model with clients, pre-renewal or mid year to focus on new insights to maintain or enhancing competitive plan value.

Prospecting new Employers

Start a new relationship by leading with value, offer the CloudAdvisors evaluation to instantly help employers understand how their plan stacks up and where they might be missing out.

Competitive Plan Comparison

Support Clients who are undergoing expansion into new regions, merging or acquiring new businesses or looking to harmonizing existing plans by easily evaluating coverage strength.

Setting up New Plans

Provide invaluable new insights to employers setting up benefits for the first time with competitive levels and options from the marketplace.

Advisors | Brokers | Consultants | MGAs

Find out why firms large and small partner with CloudAdvisors to win new business, support existing clients and grow their blocks.

Providers | Insurers | TPAs | Vendors

Find out how our Solution Marketplace and Solution Match can increase awareness and execute at scale with Preferred Partners

Canadian Employers

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Benefit Providers

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Industry Leaders use CloudAdvisors

We work with the best in the business – but don’t take our word for it.

Insightful Analytics

“We use CloudAdvisors software to compare and analyze employee benefit plans. The platform helps us build custom insights with each benefit plan we’re reviewing. Having access to this data provides insights to both me and my clients, that help us to develop the most effective benefits package to meet their unique needs.”

John Ohorndnyk

Senior Account Executive

Competitive Recruiting

“We do a lot of recruiting so it’s very helpful to understand whether our benefits really are as good as we believe they are. [The Bar Score] helps us to understand how we compare with and stack up to other companies’ benefits offerings. Every year, we’re making changes due to reviewing our score and where we find we can make the most impact.”

Kathryn Newstead

Human Resources Coordinator

Schedule a Demo Today

If you’re not already one of our Advisor or Provider Partners then schedule a demo today to learn more and see live in action how CloudAdvisors will support sales, marketing and drive revenue in your organization.