providers, Insurers, Vendors
The Benefits Marketplace to Promote Products & Automate Quotes
Upload your complete listing of Solutions (Products or Services) to be easily discovered by Advisor Partners and their clients. Set up pricing and proposals to automate preferred partner relationships with quoting and solution matching at scale.
AI Powered Digital Distribution
Cut costs and create greater revenue opportunities with the leaders in automated benefits advice. Empower account executives, underwriting, and preferred advisors to streamline sales to their clients.
Boost Visibility
Rank high in multiple searches, match to plan evaluations and become a Preferred Solution
Enhance Retention
Update product differentiations and new add-ons to stay competitive with every group every year.
Increase Sales
Create custom personalized plan insights to promote product priority and differentation to advisors at scale
Lower Costs
Set up Instant Quotes and Automated Proposals to be consistently promoted across an entire block of business
Build Brand awareness & market leadership
List benefit products in the Solution Marketplace for more than 15,000 employers and 1000+ advisors to view.
- List unlimited number of solutions
- Create custom solutions only visible to specific advisory firms
- Publish rates per employee to expedite sales
- Create exclusive and open rates for different advisory firms
- View, update, or add quotes from one dashboard
How it works
Upload client details and receive personalized plan evaluations based on real-time marketplace data. Gain access to the platform for year-round monitoring and updates on every added group.
Promote
List products and leverage keyword ranking in the Solution Marketplace to maximize brand visibility, and promote key differentiations.
Insights
Targeted plan insights identify risks and opportunities for clients, backed by AI recommendations to drive decisions.
Solutions
Engage AI to search for group plan opportunities, and promote your solutions as corresponding recommendations.
TRUSTED BY CANADA'S BEST Insurers
“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.”As a carrier we have had the pleasure of working with CloudAdvisors, and I can confidently say that their service is nothing short of excellent. Their innovative products have been instrumental in enhancing our client servicing capabilities. The benchmarking tools they provide have allowed us to gain valuable insights, making it easier to meet our clients’ needs effectively. Our partnership with Cloud Advisors has truly transformed the way we operate, and we look forward to continuing this successful collaboration.”
Automate Sales with Advisors
List your Solutions, Set up Instant Quotes and Automated Proposals. Promote your products with insights and solution matches to over 15,000 groups.
