Meet Customers Where They Are
Easily market employee benefit products and services to more than 120 advisory firms. Establish brand leadership among advisors seeking new solutions and key differentiations for more than 15,000 clients.
Reduce Costs. Increase Revenue.
Cut costs and create greater revenue opportunities with the leaders in automated benefits advice. Empower account executives, underwriting, and preferred advisors to streamline sales at quote and renewal.
Establish Market Leadership
List benefit products at no cost in the Solution Marketplace for more than 15,000 employers and 800 advisors to view.
- List unlimited number of solutions at no cost
- 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
Automated monitoring and evaluation equips account executives to streamline sales.
What Our Customers Say
Trusted by 15,000 Employers
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.
CapriCMW
We use CloudAdvisors software to compare and analyze employee benefit plans. The platform 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.
HUB International
CloudAdvisors 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.
Smythe Employee Benefits
