OUR PRODUCT

Stay Competitive With Industry Leading Insights

CloudAdvisors is the leading employee benefit software solution for Employers, Advisors, and Providers.

SOLUTION MARKETPLACE

Search, Compare, and Analyze Employee Benefits Across any Industry

CloudAdvisors connects employers, advisors, and providers on one digital platform to review, share, and purchase employee benefits.

Get the best value for your employee benefits through AI insights, on-demand comparison reports, and exclusive solution matches.

SOLUTION MARKETPLACE

Search, Compare, and Analyze Employee Benefits Across any Industry

CloudAdvisors connects employers, advisors, and providers on one digital platform to review, share, and purchase employee benefits.

Get the best value for your employee benefits through AI insights, on-demand comparison reports, and exclusive solution matches.

POWERFUL ANALYTICS

Recommendations Tailored to You

Current benefit plans are analyzed through our CALEB Advice Assistant Technology to produce customized recommendations for Employers’ employee benefits packages. Advisors can recommend specific benefit plan updates and generate instant quotes from providers in the Solution Marketplace.

POWERFUL ANALYTICS

Recommendations Tailored to You

Current benefit plans are analyzed through our AI technology to produce customized recommendations for your client’s employee benefits package.

With these powerful analytics, Advisors can recommend specific benefit plan updates and generate instant quotes from providers in the Solution Marketplace.

BENCHMARKING

Compare Against Your Competitors

Benchmark your benefits plan by industry, company size, and province against over 12,000 Canadian organizations. Stay competitive in your industry with dynamically updated reports, generated on-demand. See how your current benefit plan stacks up!

BENCHMARKING

Compare Against Your Competitors

Benchmark your benefits plan by industry, company size, and province against over 12,000 Canadian organizations. Stay competitive in your industry with dynamically updated reports, generated on-demand. See how your current benefit plan stacks up!

CloudBenefits

For Employers

CLOUDBENEFITS

Find a Great Plan at a Better Price

Sign Up For Free

Get started with a free CloudAdvisors account. Receive custom advice and gain unlimited access to browse and compare insurance providers in the Solution Marketplace – before meeting with an advisor.

Upload Your benefits plan

Drag and drop your current employee benefits plan into CloudAdvisors and our AI advice assistant will deliver customized benefit plan recommendations to your inbox within 24 hours.

Explore and Compare

Connect with a benefits advisor to review your custom plan recommendations and request quotes. Advisors with CloudAdvisors can provide analytics on what your competitors are offering to help enhance your current coverage and save costs.

Choose a Solution

Use your insights and advice to make educated decisions regarding your employee benefits. When you’re ready to purchase a solution, contact your advisor directly through the platform to schedule a meeting, request a quote, and complete a sale.

CloudAdvisors

For Advisors

CLOUDADVISORS

The Essential Platform for Benefit Advisors

Select a Package

Browse available subscriptions and choose the CloudAdvisors license that best suits your organization. Log in to your customized portal with your firm’s logo and colours to easily ensure our reports match your brand. Get started on our CE Accredited training programs to ensure you get the most value from your account.

Upload client booklets

Simply drag and drop your client’s booklets and let our team upload your groups into the system for benchmarking and AI analysis. Clients may be provided with a system login to view quotes, solutions, and documents you share with them directly through the platform.

Generate Reports

Generate on-demand benchmarking and retirement reports to identify gaps in your clients’ plans. Consult our AI insights, or choose from a variety of in-depth analytic reports to help you give the best advice to employers.

Search the Marketplace

Use reports, AI analytics, and recommended solutions to make informed recommendations to clients. Search solutions from hundreds of Canadian Providers to fill in any gaps in your client’s plan. Request quotes instantly through the platform and send them directly to employers with the client portal.

CloudProvider

For Providers

CLOUDPROVIDER

Get Your Products in Front of Buyers

Create your free account

The Solution Marketplace is a free platform for providers to market directly to advisors and employers. We’ll walk you through how to upload solutions, provide instant quotes, and select the best keywords for your products.

List your solutions

We welcome unlimited products and solutions that add value to customers. Each solution will show your company logo, and can include a brief description, PDF brochures, promotional videos, instant quotes, and Advisor commission rates.

Add instant quotes

Advisors can either request a quote or shop readily available instant quotes in the marketplace. Uploading instant quotes allows advisors to quickly view and share a quote with their client. Requested quotes will generate a lead notification to your organization for private follow up.

Select relevant keywords

The Solution Marketplace is a keyword powered search engine. Selecting relevant keywords to your solutions will ensure advisors and their clients can easily find solution matches. Solution matches are sorted by relevance, however keyword tags can be purchased as an option to be listed on the first page of applicable matches.