Who is C.A.L.E.B.?
C.A.L.E.B. is the Advice Assistant built into the CloudAdvisor platform. It uses the latest AI technology to daily monitor, analyze and display relative Insights for every client in the system. This enables Advisors to consistently bring valuable recommendations and considerations to clients and prospects all year long.
What is a C.A.L.E.B. Insight?
An Insight represents an idea, strategy, or talking point for a group. Insights are presented to Advisors in a dashboard that allows them search and filter for each of their groups. Insights are generated daily as a "Need Action" request and can either be selected as a recommendation, consideration, rejection or marked completed. Insights also directly link to the Solution Marketplace using the "Search Solutions" button.
There are hundreds of Insights available which scan group data, governance, contacts, benefit plans, financials, claim and retirement plans. Insights are consistently being developed or updated to keep pace with feedback from Advisors and Employers.
Example of C.A.L.E.B. Insights:
Weekly Rundown Email
Every Monday Advisors receive the Daily Rundown Email to update them on recent activity on the platform. The general overview includes Prospect Activity, Solution Marketplace additions or quotes, CALEB Insights available for clients, and new Groups added into the system under their name.
Example of Weekly Rundown Email:
The Best Way to Present C.A.L.E.B. Insights
Advisors are encouraged to review CALEB Insights for ideas to present to clients and prospects before, during, or after meetings. Recommendations and Considerations can be manually organized and generated into a custom Plan Audit Summary Report or CALEB will select common insights for an auto-generated and ready-to-send Plan Insight Report. Individual Recommendations or Considerations are also saved on the Timeline and can be shared directly to group contacts through the portal.
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