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.
Improved annual client retention with proactive annual analysis. Enhanced upsell, cross sell, and referral revenue with personalized client evaluations.
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.
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.
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.
What Our Customers Say
Trusted by 15,000 Employers
Smythe Employee Benefits