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Automate every step of the advising process – from analysis, to evaluation, to delivery.
For Advisory Firms, Enterprise, and MGA Partners looking to truly differentiate themselves in the marketplace, scale up their unique advisory model, and deliver the ultimate personalized client experience.
Scalable solutions for busy advisors
Build an essential digital relationship that allows you to advise any client in any region - virtually.
In partnership with your preferred providers, create exclusive offerings for your entire block of business. Create different versions of solution pages complete with your own negotiated features, branding, and exclusive rates. Create marketing documents to share with clients and prospects, including material about your advisory firm, customer referrals, and cross sell opportunities for other services. Exclusive solutions are visible to Advisor and support users under your firm only.
The CALEB Advice Assistant scans for hundreds of available strategies, recommendations, and risk analysis for existing benefit and retirement plans. Create customized CALEB Plan Insights to optimize your automated review, look for specific variables, trigger your unique ideas, or provide rationales you prefer.
Handpick your favourite go-to providers from the Solution Marketplace for any benefit. CALEB will provide you preferential Solution Matches based on your profile, existing provider relationships, or previous recommendations. In addition to available open solutions, exclusive solutions are also available as preferred Solution Matches.
Dig deeper into benchmarking with niche subcategories, multiple variables, and specific lists of clients or prospects you wish to include in comparison reports. Ideal for prospecting a new business association, or showing your expertise to a specific market. Custom Benchmarking Reports can be generated at your request to cater to a specific client need or target prospect by any number of custom criteria.
From our standard reports, add your own cover pages, additional content, or combination of reports. Specify branded fonts, colours and graphics to display in reports. From benchmarking and plan insights, to claims and renewal reports, a complete, automated, and presentation ready customized template can be yours at the click of a button.
Leverage custom report templates to offer introductory benchmarking to prospective employers online. Prospects enter your sales funnel after completing an initial BAR score assessment. Easily create marketing and advertising campaigns to employers, connecting their interest in competitive benefits to your website and automated lead generation tool.
Bring it all together with a fully digital delivery and customized URL to link clients to. Set up your own schedule of automated deliverables to be securely shared to clients throughout the year. Develop a unique prospecting workflow from lead generation, to uploading benefits booklet, to automated insights and solutions. Customize priority plan insights and preferred solution matches automatically shared with every client on your platform.
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