Everything your brokerage runs on, in one platform.
Benchmarking
Compare any plan against similar Canadian groups by industry, province, and size.
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Commissions & Reconciliation
Projected and received side by side, with every underpaid month flagged.
Renewals
Every renewal tracked start to finish, with reminders and one-click underwriting analysis.
Automatic Data Import
Booklets, renewals, statements, census files: upload them and the data loads itself. Moving to Metric is easy.
Workflow Automation
Pick a trigger and Metric runs your steps every time: tasks, reminders, emails.
Email Campaigns
Polished campaigns sent to lists built from your book, with open and click tracking.
How Metric Streamlines Your Advisor Workflow.
Benchmarking
Show clients how their plan compares to similar Canadian groups by industry, province, and size, using real, anonymized data from across the platform. Spot exactly where a plan leads or trails the market, and let Plan Design Insights flag gaps and strengths before every meeting. Advice backed by evidence wins.
Let's build your business together.
Who We Are.
At Metric Solutions, we're advisors helping advisors, the engine behind your brokerage. With years of experience in employee benefits, we know the challenges of managing and growing a book of business, so we built the platform we always wished we had.
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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Not Another CRM. The Engine.
Every other system in this space is a generic CRM bent into shape for benefits, with consultants, custom objects, and workarounds your team maintains forever. Metric was built by advisors who live this business every day. Renewals, claims, benchmarking, quoting, commissions, campaigns, and workflows aren't add-ons. They're the platform. One login, one source of truth, and nothing else to duct-tape together.
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 Is Here.
Benchmarking is live in Metric. Show clients how their plan compares to similar Canadian groups by industry, province, and size, powered by real, anonymized data from across the platform. See exactly where a plan leads or trails the market, so every recommendation you make is backed by evidence and every quote becomes a consultation.
