Gain insights and manage your prospects and clients in one place.
Claims Tracking
Track claims trends and data making it easier to optimize plans.
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Commissions Tracking
Easily monitor commissions and earnings by group, with tracking for transparency.
Sales Funnel
Manage leads, prospects, and clients in one seamless pipeline.
Reports
Generate detailed reports in seconds, customized to your needs.
Plan Designs
Create and compare customized benefit plans with ease.
Smart Tools
Stay organized with tools for contacts, notes, reminders, and tasks—all in one place.
How Metric Streamlines Your Advisor Workflow.
Claims Experience
Input your claims data for insights into claims trends and patterns to help your clients make informed decisions. Our Claims Experience Tracking provides a clear breakdown of paid claims, incurred claims, and billed premiums by benefit and year, allowing you to proactively manage plans, compare options, and optimize benefits.
Who We Are.
At Metric Solutions, we’re more than just a CRM—we’re advisors helping advisors. With years of experience in employee benefits, we know the challenges of managing and growing a client base. That’s why we built a powerful, intuitive platform designed specifically for benefits advisors.
Our mission is simple: to help advisors grow, optimize, and streamline their business—so you can focus on what matters most, serving your clients and driving success.
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Save Time & Stay Organized.
Ditch the spreadsheets and scattered notes. With everything in one place, you’ll spend less time managing data and more time building client relationships and growing your business.
Data-Driven Decisions & Growth.
Gain instant insights into claims trends, commissions, and sales performance, allowing you to guide clients with clarity and accuracy—helping them get the best value while driving your business growth. With powerful reporting tools, you’ll cut through the noise and focus on what matters most—whether it’s tracking renewals, optimizing plan designs, or identifying new opportunities.
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Benchmarking
Coming Soon.
Our upcoming Benchmarking feature will allow you to measure your clients’ performance and plan designs against industry standards. With this powerful tool, you’ll gain valuable insights to optimize plans and make data-driven decisions that enhance your client relationships.
