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

Your new assistant C.A.L.E.B. brings it all together, regularly monitoring the client block, report data, benchmarking, and solution library to bring you new insights. Perform an instant Plan Audit for a prospect or review daily for recommendations on every client.

Deliver the Digital Experience

Secure Integrated Client Web Portals

Imagine your work on display with every client, securely organized in your own branded web portal. Invite prospects and clients to join you online where you can easily and professionally share all reports, meetings and key events in the relationship as well as unlock and share any number of related solutions from the solution library.

Pricing

Choose the plan that’s right for you and get your business #PoweredByCloudAdvisors today.

Professional

For Advisory Firms

$ 499

Monthly

Group CRM
Solution Marketplace
Employer Portals
CALEB Advice Assistant
Plan Insights Report
On-Demand Benchmarking
White Labelling
Onboarding Included
~~Customization~~
~~Integration~~

Get Access

POPULAR

Enterprise/MGA

For Large Teams and MGAs

Inquire

with our sales team

Group CRM
Solution Marketplace
Employer Portals
CALEB Advice Assistant
Plan Insights Report
On-Demand Benchmarking
White Labelling
Priority Onboarding
Customization
Integration