for group benefit advisors
The all-in-one platform to deliver value, convert leads, & manage clients.
Rethink your sales and close more leads quicker with the leaders in benefits evaluation technology. Get in touch with our team to get started today.
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.
Designed for busy group 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.
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
- Generate reports in 60 seconds
- 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
“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.”
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 Canada’s Employee Benefits Marketplace.
