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.

Prospector

For Starters

$ 9
Monthly
  • Benefits Advisor CRM
  • Solution Library
  • Client Portals
  • Report Generator
  • C.A.L.E.B. Insights
  • Basic Benchmarking
  • Advanced Benchmarking
  • Plan Audit Report
  • White-Labelling
  • Onboarding
  • Custom Templates

Essential

For Single Advisors

$ 99
Monthly
  • Benefits Advisor CRM
  • Solution Library
  • Client Portals
  • Report Generator
  • C.A.L.E.B. Insights
  • Basic Benchmarking
  • Advanced Benchmarking
  • Plan Audit Report
  • White-Labelling
  • Onboarding
  • Custom Templates

Professional

For Advisory Firms

$ 499
Monthly
  • Benefits Advisor CRM
  • Solution Library
  • Client Portals
  • Report Generator
  • C.A.L.E.B. Insights
  • Basic Benchmarking
  • Advanced Benchmarking
  • Plan Audit Report
  • White-Labelling
  • Onboarding
  • Custom Templates
POPULAR

Enterprise/MGA

For Large Teams and MGAs

Inquire
with our sales team
  • Benefits Advisor CRM
  • Solution Library
  • Client Portals
  • Report Generator
  • C.A.L.E.B. Insights
  • Basic Benchmarking
  • Advanced Benchmarking
  • Plan Audit Report
  • White-Labelling
  • Onboarding
  • Custom Templates

Scroll to compare →

Prospector Essential Professional Enterprise / MGA
PRICING $9 per month / advisor $99 per month / user $499 month / advisor Contact us for pricing
$20 per month / support $20 per month / support
GROUP CRM Prospector Essential Professional Enterprise / MGA
Groups
Contacts
Governance Checklist
Benefit Plan Files
Retirement Plan Files
Custom Client Checklists
Solution Library Prospector Essential Professional Enterprise / MGA
Solution Search Engine
Add Exclusive Solutions
Client Portals Prospector Essential Professional Enterprise / MGA
Unlimited Groups
White-Labelled
Custom URL & Landing Page
Report Generator Prospector Essential Professional Enterprise / MGA
Claims Report Templates
Renewal Report Template
Governance Report Template
Meeting Notes Template
White-Labelled
Custom Templates
On-Demand Benchmarking Prospector Essential Professional Enterprise / MGA
Basic Comparison
Basic Ranking
Basic Financials
Benefits Comprehensive
Retirement Basic
Custom Templates
Powerful Analytics Prospector Essential Professional Enterprise / MGA
C.A.L.E.B. Insights
Plan Audit Report
Custom Insights
Custom Plan Audit Report
Support Prospector Essential Professional Enterprise / MGA
Answer Bot
Knowledge Library
Community
Technical Support Email Email Email Priority - Email/Phone
Customer Partner Support Email Email Email Priority - Email/Phone
Onboarding Support N/A $20 per group Included/Enhanced ($$) Premium ($$$)