The Most Efficient Advisor.
The Most Effective Advice.
Powering the Next Generation of Employee Benefit Advisors
CloudAdvisor provides you – an Employee Benefit Advisor – with a complete Benefit Advisor solution for growing your business.
Search our Solution Library of products and services from across benefits, retirement, wellness and human resources. Explore key differentiations and share the most up to date materials with your clients and prospects.
Integrate multiple data sources, maintain your CRM and store all Reports in one secure place. Easily navigate unlimited groups, contacts, plans, divisions, classes, claims, rate history, and renewals.
Generate client-ready reports in seconds. Choose from a selection of white-labeled templates, add commentary or build your own custom design with our team for everything from claims experience to renewals.
Invite every Prospect and Client to your own branded web portals to instantly, securely and easily share notes, reports, and solutions. Deliver and document the advisory experience automatically for every group every year.
Engage Employers With Valuable Insight
Stand out from the crowd of brokers offering just another quote. Take an Advisory Approach and generate on-demand benchmarking for a complete plan evaluation for employers.
Compare Benefit Plans
Discover what other employers are offering their employees and how each plan stacks up in the market
Rank Level of Coverage
Examine the level of coverage line by line, ranking plan details by industry, regions, and employee group size.
Search Insurance Products
Explore and Share Products or Services with a simple keyword search across hundreds of Solution Listings available in the marketplace.
Inspire Prospects To Make The Switch
Get hired for your benefits expertise, not just your lowest price quote. Educate employers, demonstrate differentiation and advise from a position of strength.
Meet Your New Assistant
C.A.L.E.B. is your new machine-learning best friend, working for you every day for every client for every benefit detail.
Review Recommendations
Gain Instant talking points by reviewing the dashboard for recommendations or considerations to share in every conversation.
Deliver Your Detailed Report
Share your findings with employers in a professional and automated plan audit summary report ready for presentation, and ready to impress.
Testimonials
Grow Your Business With Ease
Help clients thrive year-round, not just at renewal. Build capacity in your business to deliver a proactive and comprehensive advisory model to every client, every year.
Check Governance Reviews
Documented Review by following a simple checklist to challenge assumptions, understand needs and reveal risks and opportunities each year with every client.
Monitor and Report Claims
Upload Carrier Claims Data, Analyse and Automate Monthly or Quarterly Reporting Direct to Clients via the Integrated Client Portal
Automate the Renewal
Manage Financial Rate Data, Fees and Commissions and Generate Custom Templated Client-Ready Renewal Reports in seconds.
