FOR ADVISORS
The Essential Platform for Benefit Advisors
Automate, Analyze, Advise...CloudAdvisors powers everything you need to deliver the ultimate client experience
Organize Your Block in a Single Platform
Benefits Advisor CRM
Eliminate Paper and Increase the Organization, Accessibility and Security of your Client Information. Build Client Files, Store Reports and Manage Data from multiple providers including plans, claims, rates and commissions.
Integrate with select Preferred Insurance Carrier Partners – coming this year.
Automate All Reporting to Clients
Custom Report Generator
Build capacity in your business model with client ready report templates for key deliverables like claims experience reports and renewals. White Label Standard Reports, Add Advisor Commentary or Create Your Own Entire Unique Branded Reports.
Explore the Competitive Landscape with Ease
On-Demand Benchmarking
Join the network and access dynamically updated data to compare and rank client details anonymously across thousands of other employers. Build Presentation Ready benchmarking reports in seconds for benefit and retirement plan designs and costs across your choice of industries, regions and group sizes.
Access All Insurance Products
Solutions Library Search Engine
Gain access to explore the marketplace of hundreds of competing products and services ranging from traditional offerings to new benefit, retirement and wellness providers with innovative and highly differentiated solutions. Our provider partners regularly update listings to ensure you’ve got the latest descriptions, brochures and videos at your fingertips.
Leverage Machine Learning Advice
Always-On Powerful Analytics
Deliver the Digital Experience
Secure Integrated Client Web Portals
Pricing
Choose the plan that’s right for you and get your business #PoweredByCloudAdvisors today.
Professional
For Advisory Firms
- Group CRM
- Solution Marketplace
- Employer Portals
- CALEB Advice Assistant
- Plan Insights Report
- On-Demand Benchmarking
- White Labelling
- Onboarding Included
CustomizationIntegration
Enterprise/MGA
For Large Teams and MGAs
- Group CRM
- Solution Marketplace
- Employer Portals
- CALEB Advice Assistant
- Plan Insights Report
- On-Demand Benchmarking
- White Labelling
- Priority Onboarding
- Customization
- Integration
Scroll to compare →
Professional | Enterprise / MGA | |
---|---|---|
PRICING | $499 month / advisor | Contact us for pricing |
GROUP CRM | Professional | Enterprise / MGA |
Groups and Contacts | ||
Event and Task Timeline | ||
Governance Checklist | ||
Benefit Plan Files | ||
Retirement Plan Files | ||
SOLUTION MARKETPLACE | Professional | Enterprise / MGA |
Keyword Search Engine | ||
Quoting Engine | ||
Exclusive Listings | Professional Plus | |
SECURE EMPLOYER PORTAL | Professional | Enterprise / MGA |
Unlimited User Invites | ||
Shared Timeline | ||
Shared Reports | ||
Shared Solutions | ||
Shared Quotes | ||
Employer Secure Upload | ||
Brand White Labelling | ||
Custom URL / Landing Page | Professional Plus | |
CALEB ADVICE ASSISTANT | Professional | Enterprise / MGA |
Plan Insights Report | ||
Custom Plan Audit Report | ||
Plan Insights Report | ||
Custom Insights | Professional Plus | |
On-Demand Benchmarking | Professional | Enterprise / MGA |
Intro Benchmarking | ||
Basic Comparison | ||
Basic Ranking | ||
Basic Financials | ||
Benefits Comprehensive | ||
Retirement Basic | ||
Custom Templates | Professional Plus | |
Automated Reports | Professional | Enterprise / MGA |
Meeting Notes Template | ||
Governance Report Template | ||
Claims Report Templates | ||
Renewal Report Template | ||
Brand White Labelling | ||
Custom Templates | ||
Support | Professional | Enterprise / MGA |
Data Onboarding – Plans & Rates | Included | Priority |
Answer Bot | ||
Knowledge Base Library | ||
Community | ||
Technical Support | Enhanced ($$) | Premium ($$$) |
Advisor Partner Support | Enhanced ($$) | Premium ($$$) |