For Benefit Advisors

Find a Plan For You

Pricing is in $CAD.

Professional

Individual Advisors

$ 499 / month

  • Advisor Digital Platform
  • Solution Marketplace
  • Encrypted Employer Portals
  • CALEB Advice Assistant
  • On-Demand Benchmarking
  • Automated Client Reports
  • Data Onboarding
  • White Labelling
  • Exclusive Solutions and Rates
  • Custom CALEB Plan Insights
  • Preferred Vendor Solution Match
  • Custom Comparison Benchmarks
Request Access

Professional Plus

Advisory Firms

Inquire /

  • Advisor Digital Platform
  • Solution Marketplace
  • Encrypted Employer Portals
  • CALEB Advice Assistant
  • On-Demand Benchmarking
  • Automated Client Reports
  • Data Onboarding
  • White Labelling
  • Exclusive Solutions and Rates
  • Custom CALEB Plan Insights
  • Preferred Vendor Solution Match
  • Custom Comparison Benchmarks
Request Access

Enterprise / MGA

Large Organizations

Inquire /

  • MGA Digital Platform
  • Solution Marketplace
  • Encrypted Employer Portals
  • CALEB Advice Assistant
  • On-Demand Benchmarking
  • Automated Client Reports
  • Data Onboarding
  • White Labelling
  • Exclusive Solutions and Rates
  • Custom CALEB Plan Insights
  • Preferred Vendor Solution Match
  • Custom Comparison Benchmarks
Request Access

Professional

Individual Advisors

$ 499 / month

  • Advisor Digital Platform
  • Solution Marketplace
  • Encrypted Employer Portals
  • CALEB Advice Assistant
  • On-Demand Benchmarking
  • Automated Client Reports
  • Data Onboarding
  • White Labelling
  • Exclusive Solutions and Rates
  • Custom CALEB Plan Insights
  • Preferred Vendor Solution Match
  • Custom Comparison Benchmarks
Request Access

Professional Plus

Advisory Firms

Inquire /

  • Advisor Digital Platform
  • Solution Marketplace
  • Encrypted Employer Portals
  • CALEB Advice Assistant
  • On-Demand Benchmarking
  • Automated Client Reports
  • Data Onboarding
  • White Labelling
  • Exclusive Solutions and Rates
  • Custom CALEB Plan Insights
  • Preferred Vendor Solution Match
  • Custom Comparison Benchmarks
Request Access

Enterprise / MGA

Large Organizations

Inquire /

  • MGA Digital Platform
  • Solution Marketplace
  • Encrypted Employer Portals
  • CALEB Advice Assistant
  • On-Demand Benchmarking
  • Automated Client Reports
  • Data Onboarding
  • White Labelling
  • Exclusive Solutions and Rates
  • Custom CALEB Plan Insights
  • Preferred Vendor Solution Match
  • Custom Comparison Benchmarks
Request Access
Professional Professional Plus Enterprise / MGA
Pricing $499 month / advisor Contact us for pricing Contact us for pricing
General Professional Professional Plus Enterprise / MGA
Advisor Licenses
Support Staff Licenses
Group Data Onboarding
Notification Alerts and Emails
Weekly Rundown Summary
Advisor Digital Platform Professional Professional Plus Enterprise / MGA
Groups and Contacts
Event and Task Timeline
Governance Checklist
Benefit Plan Files
Benefit Claim Files
Benefit Financial Files
Retirement Plan Files
Provider Contact Files
Select Carrier Integration
Multiple Advisory Firms
Solution Marketplace Professional Professional Plus Enterprise / MGA
Keyword Search Engine
Instant Quotes
Exclusive Solutions
Exclusive Rates
Secure Employer Portal Professional Professional Plus Enterprise / MGA
Unlimited Contact Invites
Shared Timeline
Shared Reports
Shared Solutions
Shared Quotes
Employer Secure Upload
Advisory Firm White Labelling
Priority Insights and Solutions
Preferred Insights
Preferred Solution Match
CALEB Advice Assistant Professional Professional Plus Enterprise / MGA
Daily Plan Insights by Group
Plan Insights Report
Custom Plan Audit Report
Solution Match
Competitive BAR Score
Preferred Solution Match
Custom Plan Insights
On-Demand Benchmarking Professional Professional Plus Enterprise / MGA
Intro Benchmarking
Basic Comparison
Basic Ranking
Basic Financials
Benefits Comprehensive
Retirement Basic
Custom Report Templates
Custom Comparison Groups
Automated Reports Professional Professional Plus Enterprise / MGA
Meeting Notes Template
Governance Report Template
Claims Report Templates
Renewal Report Template
Brand White Labelling
Custom Templates
Automated Digital Delivery
Support Professional Professional Plus Enterprise / MGA
On-Demand Virtual Training
Help Answer Bot
Knowledge Base Library
Community Content
Technical Support Enhanced Available Premium Available Premium Available
Advisor Partner Support Enhanced Available Premium Available Premium Available
Professional Professional Plus
Pricing $499 month / advisor Contact us for pricing
General Professional Professional Plus
Advisor Licenses
Support Staff Licenses
Group Data Onboarding
Notification Alerts and Emails
Weekly Rundown Summary
Advisor Digital Platform Professional Professional Plus
Groups & Contacts
Event and Task Timeline
Governance Checklist
Benefit Plan Files
Benefit Claim Files
Benefit Financial Files
Retirement Plan Files
Provider Contact Files
Select Carrier Integration
Multiple Advisory Firms
Solution Marketplace Professional Professional Plus
Keyword Search Engine
Instant Quotes
Exclusive Solutions
Exclusive Rates
Secure Employer Portal Professional Professional Plus
Unlimited Contact Invites
Shared Timeline
Shared Reports
Shared Solutions
Shared Quotes
Employer Secure Upload
Advisory Firm White Labelling
Priority Insights and Solutions
Preferred Insights
Preferred Solution Match
CALEB Advice Assistant Professional Professional Plus
Daily Plan Insights by Group
Plan Insights Report
Custom Plan Audit Report
Solution Match
Competitive BAR Score
Preferred Solution Match
Custom Plan Insights
On-Demand Benchmarking Professional Professional Plus
Intro Benchmarking
Basic Comparison
Basic Ranking
Basic Financials
Benefits Comprehensive
Retirement Basic
Custom Report Templates
Custom Comparison Groups
Automated Reports Professional Professional Plus
Meeting Notes Template
Governance Report Template
Claims Report Templates
Renewal Report Template
Brand White Labelling
Custom Templates
Automated Digital Delivery
Support Professional Professional Plus
On-Demand Virtual Training
Help Answer Bot
Knowledge Base Library
Community Content
Technical Support Enhanced Available Premium Available
Advisor Partner Support Enhanced Available Premium Available
Enterprise / MGA
Pricing Contact us for pricing
General Enterprise / MGA
Advisor Licenses
Support Staff Licenses
Group Data Onboarding
Notification Alerts and Emails
Weekly Rundown Summary
Advisor Digital Platform Enterprise / MGA
Groups and Contacts
Event and Task Timeline
Governance Checklist
Benefit Plan Files
Benefit Claim Files
Benefit Financial Files
Retirement Plan Files
Provider Contact Files
Select Carrier Integration
Multiple Advisory Firms
Solution Marketplace Enterprise / MGA
Keyword Search Engine
Instant Quotes
Exclusive Solutions
Exclusive Rates
Secure Employer Portal Enterprise / MGA
Unlimited Contact Invites
Shared Timeline
Shared Reports
Shared Solutions
Shared Quotes
Employer Secure Upload
Advisory Firm White Labelling
Priority Insights and Solutions
Preferred Insights
Preferred Solution Match
CALEB Advice Assistant Enterprise / MGA
Daily Plan Insights by Group
Plan Insights Report
Custom Plan Audit Report
Solution Match
Competitive BAR Score
Preferred Solution Match
Custom Plan Insights
On-Demand Benchmarking Enterprise / MGA
Intro Benchmarking
Basic Comparison
Basic Ranking
Basic Financials
Benefits Comprehensive
Retirement Basic
Custom Report Templates
Custom Comparison Groups
Automated Reports Enterprise / MGA
Meeting Notes Template
Governance Report Template
Claims Report Templates
Renewal Report Template
Brand White Labelling
Custom Templates
Automated Digital Delivery
Support Enterprise / MGA
On-Demand Virtual Training
Help Answer Bot
Knowledge Base Library
Community Content
Technical Support Premium Available
Advisor Partner Support Premium Available