Employee benefit advisors
Advisor Sales platform to Prospect, Close and Advise
Rethink your traditional broker sales approach and market like a modern advisor. Generate leads, close clients and grow with the leaders in benefits evaluation technology.Â
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
Drag and drop benefit booklets for clients or prospects to run evaluations for groups.
Plan Evaluation
Review Summary Bar Score, Priority Insight, Benchmarking Dashboard and Reports.
On-Going Monitoring
Evaluations update automatically and Block Summary analyzes your entire block of business.
Designed for busy group advisors
Like a virtual support staff delivering you instant prospect value and proactive client support year round.
Save Time
Detailed Plan Evaluations take hours combined with Market Research or manual Benchmarking was not practical for most clients.
Deliver Value
Get instant access to valuable data, analysis, insights, solutions, and quotes for every client every year.
Custom and Scaleable
White Labelled and Branded along with setting up preferred solutions auto-quoting scales across your firms entire block.
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.
- Compare by industry, province, and company size
- English and French
- Compare against 15,000 organizations
- Retirement, benefits, and coverage benchmarking
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.
Insightful 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.
Quote On-Demand
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.
TRUSTED BY CANADA'S BEST
CloudAdvisors’ robust and intuitive benchmarking tools support delivering practical solutions tailored to each client’s unique needs and values. Leveraging their platform has strengthened our ability to provide clear, data-driven recommendations toour trusted clients.
Join The Future Of Advising
Join the leaders in employee benefits benchmarking to start delivering more value to clients. Close more leads, and manage clients easier with CloudAdvisors
