ADVISOR PRODUCT FEATURES

Analyze, Automate, Advise

CloudAdvisors is the essential platform for Benefit Advisors to digitize their practice. Get ahead of your competition, offer clients greater value, and explore the competitive landscape with our leading software service.

GROUP ADVISOR OS

Digital Solutions for the Modern Advisor

Securely store and access client information all in one place. Combining essential elements of a sales CRM with group Advisor data requirements, you can upload employer details, benefits plans, claims, rates, commissions and more.

ENCRYPTED CANADIAN CLOUD

Organize in a Single Platform

A single site wide search provides access to all of your data, reports, insights, solutions and quotes. Scale your business with unlimited group files, carrier integration, and Employer web portals.

ENCRYPTED CANADIAN CLOUD

Organize in a Single Platform

A single site wide search provides access to all of your data, reports, insights, solutions and quotes. Scale your business with unlimited group files, carrier integration, and Employer web portals.

ON DEMAND BENCHMARKING

Explore the Competitive Landscape

Access dynamically updated data to compare and rank client details anonymously across thousands of other employers. Build presentation-ready benchmarking reports in seconds for benefit and retirement plan designs and costs across your choice of industries, regions and group sizes.

ON DEMAND BENCHMARKING

Explore the Competitive Landscape

Access dynamically updated data to compare and rank client details anonymously across thousands of other employers. Build presentation-ready benchmarking reports in seconds for benefit and retirement plan designs and costs across your choice of industries, regions and group sizes.

SOLUTION MARKETPLACE

Access All Insurance Solutions

Gain access to Canada’s Employee Benefits Marketplace and explore over 500 solutions available from Canada’s top providers. Share solutions with clients instantly and directly through the client portal.

SOLUTION MARKETPLACE

Every Solution in One Search

Explore the marketplace of hundreds of competing products and services. Search from traditional offerings to new benefits, retirement, and wellness providers with innovative and highly differentiated solutions.

SOLUTION MARKETPLACE

Browse the Latest Products

Our provider partners regularly update listings to ensure you’ve got the latest descriptions, brochures and videos at your fingertips. 

SOLUTION MARKETPLACE

View and Share Instant Quotes

Easily share instant quotes and solutions with clients through the secure client portal, where they can accept or reject quotes in one click.

SOLUTION MARKETPLACE

Access All Insurance Solutions

Gain access to Canada’s Employee Benefits Marketplace and explore over 500 solutions available from Canada’s top providers. Share solutions with clients instantly and directly through the client portal.

SOLUTION MARKETPLACE

Every Solution in One Search

Explore the marketplace of hundreds of competing products and services. Search from traditional offerings to new benefits, retirement, and wellness providers with innovative and highly differentiated solutions.

SOLUTION MARKETPLACE

Browse the Latest Products

Our provider partners regularly update listings to ensure you’ve got the latest descriptions, brochures and videos at your fingertips. 

SOLUTION MARKETPLACE

View and Share Instant Quotes

Easily share instant quotes and solutions with clients through the secure client portal, where they can accept or reject quotes in one click.

C.A.L.E.B. INSIGHTS

Leverage Machine-Learning Advice

Your new assistant C.A.L.E.B. brings it all together, regularly monitoring the client portal, report data, benchmarking, and solution marketplace to bring you new insights. Perform an instant Plan Audit for a prospect or review daily for recommendations on every client.

C.A.L.E.B. INSIGHTS

Leverage Machine-Learning Advice

Your new assistant C.A.L.E.B. brings it all together, regularly monitoring the client portal, report data, benchmarking, and solution marketplace to bring you new insights. Perform an instant Plan Audit for a prospect or review daily for recommendations on every client.

ON DEMAND BENCHMARKING

Automate Client Reports

Build capacity in your business model with client-ready reports with key deliverables including claims experience reports and renewals. Spend less time reporting and more time advising by choosing from 15 different customizable reports generated on-demand.

An easy to follow governance checklist features nearly 100 valuable data points selected by Canada’s top Advisors. The Governance Review process allows Advisors to better understand employer needs; record important due diligence; document advice and key considerations for upsell, cross sell, and referral opportunities. Save time by running a virtual governance meeting, while generating follow up reports and meeting notes in seconds

The built-in C.A.L.E.B. Advice Assistant monitors groups for benchmarking gaps, risks, and opportunities as potential recommendations, strategies, and advice for employers.

Receive Plan Insight reports for groups with priority insights, and interact with hundreds of detailed insights to approve, reject, search, and share with clients via the platform.

Custom comprehensive Plan Audit reports are generated with optional Advisor commentary for a complete plan evaluation experience.

Help clients choose competitive plans through a selection of benchmarking reports. Generate reports on-demand through comparisons of over 12,000 groups, broken down by industry, province, and group size. Choose from:

  • Basic Benefits Comparison
  • Basic Benefits Ranking Benchmarking
  • Comprehensive Benefits Benchmarking
  • Basic Benefits Financial Benchmarking
  • Retirement Benchmarking

Make annual renewal easy and efficient with auto generated reports. Create a comprehensive and customizable plan renewal document in seconds. Easily share completed files with clients directly through the client portal.

Automatically create unlimited client web portals for any Employer contact. Build a digital relationship with clients by securely sharing reports, solutions, quotes, meeting notes, a timeline of important events, and advice.

Engage prospects with access to the Solution Marketplace, custom insights, and a secure method to upload confidential plan details for evaluation.

professional plus

Scale With Custom Automation

Advisors can customize nearly every element of reports, solutions, insights, and quotes to create their own highly differentiated CloudAdvisors experience. Allow C.A.L.E.B. to generate and share branded reports, locate exclusive insights, and match exclusive solutions from your preferred Provider Partners. Use Professional Plus to raise the bar; maintain consistency with every client, effortlessly engage new prospects, and scale your advisory firm to new heights.