In an effort to introduce the CALEB Plan Audit functionality to more advisors we've started to share examples by email to our users. We will be emailing samples to advisors so they can easily see this in their inbox but we'll be encourage more users to login and build it first hand! (it takes seconds)
CALEB is a machine learning application capable of monitoring, scanning and analyzing all of your group files daily to generate new valuable insights, complete with well-written rationales.
We're looking for feedback on the report, the recommendations and considerations, and ultimately to demonstrate how easy it is for advisors to use the system to generate such a comprehensive deliverable.
We hope you find them useful for upcoming meetings. Please feel free to learn more about these applications from the following articles:
We have advisors across the country that have discovered this and used it quickly engage prospects as well as increase value in their next client meeting.
In a recent Weekly Brief email we featured the CALEB Plan Audit function so this serves as a personalized preview.
Plan Audit Reports are available to CloudAdvisor Professional and Enterprise / MGA customers only. If you would like more information on the Plan Audit report or explore an upgrade please visit cloudadvisors.ca
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