The most efficient advisor.
The most effective advice.
Powering the Next Generation of Employee Benefit Advisors
CloudAdvisor provides you – an Employee Benefit Advisor – with a complete Benefit Advisor solution for growing your business.
Search our Solution Library of products and services from across benefits, retirement, wellness and human resources. Explore key differentiations and share the most up to date materials with your clients and prospects.
Integrate multiple data sources, maintain your CRM and store all Reports in one secure place. Easily navigate unlimited groups, contacts, plans, divisions, classes, claims, rate history, and renewals.
Generate client-ready reports in seconds. Choose from a selection of white-labeled templates, add commentary or build your own custom design with our team for everything from claims experience to renewals.
Invite every Prospect and Client to your own branded web portals to instantly, securely and easily share notes, reports, and solutions. Deliver and document the advisory experience automatically for every group every year.
Engage Employers With Valuable Insight
Stand out from the crowd of brokers offering just another quote. Take an Advisory Approach and generate on-demand benchmarking for a complete plan evaluation for employers.
Inspire Prospects To Make The Switch
Get hired for your benefits expertise, not just your lowest price quote. Educate employers, demonstrate differentiation and advise from a position of strength.
The CloudAdvisor platform has taken our consulting practice to a new level, allowing our recommendations to be data-driven in greater detail than anything we could develop on our own. Plus, it is an extremely proficient system, as my team can pull reports quickly and effortlessly. The benchmarking reports are reports that our clients have been looking for, for years, and now before our clients make any plan amendments, they want to review their benchmark study prior to making any changes.
We officially had our first Plan Audit with a client yesterday and I loved it. C.A.L.E.B. picked up some things I had missed from the benchmarking, which was amazing. I love how it automatically puts it in the timeline. This will improve our efficiency to help better serve our clients.
We were able to run a benchmark report showing the types of coverage they will need to have in place to attract and retain the necessary employees. They were very impressed with this report and it helped to differentiate us from our competition. Thank you for this great tool! It was instrumental in helping us secure this business.
We have enjoyed engaging with CloudAdvisors since their inception along with leveraging their tools as needed in our business. We are looking forward to continuing to work with CloudAdvisors as we both continue to evolve.
Grow Your Business With Ease
Help clients thrive year-round, not just at renewal. Build capacity in your business to deliver a proactive and comprehensive advisory model to every client, every year.