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“CloudAdvisors helped us easily find answers to niche problems.”
"CloudAdvisors helped us easily find answers to niche problems our clients were facing. We reached out to a number of companies, carriers, and industry experts that weren't able to point us in the right direction. Using the Solution Marketplace, we instantly found a benefit solution that worked for our clients."
Amanda Pineo,GBA at CapriCMW
“Access to a marketplace with hundreds of current providers in Canada.”
We use CloudAdvisors software to compare and analyze employee benefit plans. The platform has access to a marketplace with hundreds of current providers in Canada, and helps us build custom insights with each benefit plan we're reviewing. Having access to this data provides insights to both me and my clients, that help us to develop the most effective benefits package to meet their unique needs.
John Ohorndynk,Executive at HUB
“It’s a crucial tool in client retainment and for getting new business.”
"Once I started using Cloud Advisors to its full potential it helped me keep my clients up to date with new products available in the market and with plan design solutions that enhanced their coverage and reduced cost. It also helped open the door to securing new clients by showing them solutions that they had not seen before. It’s a crucial tool in client retainment and for getting new business”.
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What is an employee benefits plan booklet?
It's a document provided by your employee benefits provider that details the coverage level, types of benefits, and cost of your plan. Ask your advisor or your provider to provide you with this document.
If you're still unsure, reach out to us at [email protected] and we can show you examples.
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