FOR ADVISORS

The Essential Platform for Benefit Advisors

Rethink your sales process and close more leads quicker with CloudAdvisors’ leading Client Portals, Benefit Advisor CRM, Solution Marketplace, and On-Demand Reports.

Differentiate yourself in the marketplace, scale up your unique advisory model, and deliver the ultimate custom client experience. Get started today.

GROUP ADVISOR OS

Digital Solutions for the Modern Advisor

Combining essential elements of a sales CRM with group Advisor data requirements, you can upload employer details, benefits plans, claims, rates, commissions and more.

PROSPECTING

Easily Capture Prospects

Instantly create deliverables to capture the attention of your prospects.

Keep track of prospects and upcoming renewals with benefits-focused group management tools on our Benefits Advisor CRM.

PROSPECTING

Easily Capture Prospects

Instantly create deliverables to capture the attention of your prospects.

Keep track of prospects and upcoming renewals with benefits-focused group management tools on our Benefits Advisor CRM.

ENGAGEMENT

Deliver the Digital Experience

Maintain the ultimate digital relationship with your clients with integrated and secure web portals designed to help you easily share information with ease.

PROPOSAL & CLOSE

Deliver Results Faster

Take your delivery lead time from weeks down to seconds with CloudAdvisors’ integrated features designed to help scale your business.

C.A.L.E.B. AI Assistant
Leverage Machine learning

Work with CloudAdvisors’ machine learning assistant, CALEB, to uncover new opportunities for improving your clients’ benefits.

Available in the Client Portal
Close With Instant Quotes

Get instant quotes from select Provider Partners in seconds so you can get from quoting solutions to closing deals faster than ever before.

Solution Marketplace
Access All Solutions

Discover, share, and quote brand new solutions from over 65 providers across Canada.

CLIENT RETENTION

Stay Ahead of Updates

Employ Governance tools to keep track of updates to client information so that you have all the preparation needed to tackle future rounds of renewal.

 

Utilize CALEB on a frequent basis to identify new opportunities throughout the year. CALEB analyzes plans constantly to give you the most updated insights anytime of the year.

health care spending account benchmarking
CLIENT RETENTION

Stay Ahead of Updates

Employ Governance tools to keep track of updates to client information so that you have all the preparation needed to tackle future rounds of renewal.


Utilize CALEB on a frequent basis to identify new opportunities throughout the year. CALEB analyzes plans constantly to give you the most updated insights anytime of the year.

health care spending account benchmarking