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

Increase Sales

Create custom personalized plan insights to promote product priority and differentation to advisors at scale

Enhance Retention

Update product differentiations and new add-ons to stay competitive with every group every year.

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.

How it works

Automated monitoring and evaluation equips account executives to streamline sales.

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

“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.”

John Ohorndnyk
Senior Account Executive
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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.