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The New Standard in Benefits Advice

Start delivering more value to clients, faster than your competitors. Differentiate yourself in the marketplace, scale up your unique advisory model, and deliver the ultimate custom client experience.

Designed for Busy Benefit Advisors

Combining the essential elements of a sales CRM with group advisor data requirements, CloudAdvisors is an all in one digital consulting tool every advisor needs.

Increase Capacity

Scale your business with effortless and proactive client engagement. Deliver high speed, high value results for every prospect.

Deliver Value

Get instant access to valuable data, analysis, insights, solutions, and quotes for each client or prospect.

Drive Sales

Close new groups, retain customers, and upsell existing clients. Build an essential digital relationship that allows you to advise any client in any region - virtually.

client return

3-5x

Improved annual client retention with proactive annual analysis. Enhanced upsell, cross sell, and referral revenue with personalized client evaluations.

prospect return

5-10x

New qualified leads automatically engaged.
Increased response time and closing ratio with instant evaluation.

How It Works

Upload client details and receive personalized plan evaluations based on real-time marketplace data. Gain access to the platform for year-round monitoring and updates on every added group.

Upload Groups

Upload group data to the secure client portal. Drag and drop benefit booklets for clients or prospects.

Plan Evaluation

Get comprehensive, personalized plan evaluations for benefit and retirement savings plans.

Annual Monitoring

Receive reminders on annual evaluations, and notifications on important changes or updates.

Benchmark Instantly

Access dynamically updated data to compare and rank client details. Build presentation-ready benchmarking reports in seconds. Easily compare all benefits included, and rank coverage levels offered.

Plan Insights

Get prioritized recommendations, considerations, and detailed rationale per client. Based on gaps, risks, and opportunities identified through benchmarking and BAR score ranking.

BAR Score

A dynamic index that ranks group plans, and reveals how benefits measure up to other organizations. Benchmarked data is summarized into a single score to represent competitive value.

Insights & Analytics

CloudAdvisors' AI Assistant CALEB produces a comprehensive, personalized, and customizable plan evaluation for both benefits and retirement savings plans.

Search the Solution Marketplace

Explore more than 500 benefit products and solutions available from leading Canadian providers. Search traditional offerings, new benefits, retirement plans, wellness providers and more.

Instant Quoting

Reduce quote lead times with instant quotes available on platform. Solutions are quoted by available rates and group data. Prices are presented with multiple solutions comparing multiple providers.

Solution Match

CALEB AI is your advice assistant. CALEB searches the marketplace for solutions, products, or services that match Plan Insights and group profiles.

What Our Customers Say

Trusted by 15,000 Employers

CloudAdvisors helped us easily find answers to niche problems our clients were facing. We reached out to a number of companies, carriers, and industry experts that weren't able to point us in the right direction. Using the Solution Marketplace, we instantly found a benefit solution that worked for our clients.

Amanda Pineo

CapriCMW

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

HUB International

CloudAdvisors helped me keep my clients up to date with new products available in the market and with plan design solutions that enhanced their coverage and reduced cost. It also helped open the door to securing new clients by showing them solutions that they had not seen before. It’s a crucial tool in client retainment and for getting new business.

Mike Smythe

Smythe Employee Benefits

Join the Future of Benefits Advising

Get the CloudAdvisors experience. Effortlessly engage clients today.