The platform offers Canadian benefits brokerages a unified solution to manage their entire book of business, including renewals, commissions, claims experience, and daily operations. Users can track claim trends, monitor commission earnings, and oversee leads through a single sales funnel, while generating customized reports and designing tailored benefit plans.
Funding
Funding not disclosed
Founders
Product
Problem
Canadian benefits brokerages often rely on multiple disconnected tools to handle renewals, commissions, claims data, and daily client management, leading to fragmented workflows and limited visibility into business performance.
Solution
Metricsolutions provides a single, advisor‑focused platform that consolidates the entire book of business for Canadian benefits brokers. The system centralizes claims tracking, commission monitoring, lead and client pipeline management, and plan design within one interface. Built with industry‑specific workflows, it enables users to generate customized reports quickly and gain actionable insights to optimize benefit plans and improve advisor productivity. By unifying these functions, the platform reduces manual data entry, enhances transparency, and streamlines day‑to‑day operations for brokerage teams.
Target Audience
Metricsolutions is designed for benefits brokerage firms and individual advisors operating in the Canadian market who need a unified system to manage renewals, commissions, claims, and client pipelines.
Features
- Integrated claims tracking dashboard that visualizes trends and supports plan optimization
- Commission monitoring tools that break down earnings by group and provide transparent reporting
- Seamless sales funnel for managing leads, prospects, and client relationships in a single pipeline
- One‑click report generation with customizable templates for quick analysis
- Plan design module allowing advisors to create, compare, and adjust benefit plans efficiently
- Smart tools that automate routine tasks and surface data‑driven recommendations