Help Center

If you've forgotten your password, don't worry! Simply follow these steps to reset it: 1. Navigate to the Metric CRM Login page 2. Select the "Forgot password?" link. 3. Once you're redirected to the new page, enter your email address and click on "Continue" If you are unsure if you are using the correct email address, you can confirm which email you have with Metric CRM by searching for your "Welcome to Metric” our system sent you which came from noreply@metriccrm.ca. 4. You will receive an email titled “Forgot Password” from noreply@metriccrm.ca 5. In the email, select "Get Started" 6. From the new tab, input your new password and click on "Reset Password" to apply the changes. 7. Once completed, the window will update to the Login page where you can input your email address and your new password to login to your Metric CRM account.

Every Advisor and Support Staff member can provide Feedback directly to Metric CRM through their Portal by navigating to the Provide Feedback section at the bottom of the left side panel. Your email address will automatically get added once you submit a summary in the Feedback section and select the “Submit Feedback” button. Feedback can include; Customer Satisfaction & Sentiment Positive feedback or testimonials. Technical Feedback Errors, crashes, or unexpected behaviors. Usability & Experience Feedback Suggestions for new functionalities or improvements. Service & Support Feedback Feedback on interactions with support teams. Once your feedback is submitted, a member of our team will contact you to gather additional information or confirm that your feedback is being reviewed.

A Sales Funnel is a structured visualization of all prospects, displayed in a column view, where each column represents a different stage of the sales process. To access the Sales Funnel in your Advisor account navigate to the "Prospects" tab on the left panel and then select “Sales Funnel” Within the Sales Funnel, all of your Prospects will be organized in columns by their Status. Through the Sales Funnel you can add a prospect, move the prospects from one status to another, open a prospect page, apply filters, condense the Sales Funnel for easier view of all your prospects, and manage your board. Adding a Prospect Select "Add Prospect" Complete the required information to create a new Prospect and once created, add the rest of the Prospect details you have available*. *For all sections of Creating a Prospect, please refer to the Prospects FAQ Page Moving a Prospect To move a Prospect from one status to another, click & hold the prospect box and move it to another status. This will automatically update the status of the Prospect under their Basic Information view. Opening a Prospect To open a Prospect simply click on the box that contains the Prospect name and the system will take you to the Prospect page where you will be able to access and edit all the details. Applying Filters To start applying filters select "Apply Filters" A new sub-tab will open with filters to select from: Sorting - Sort By Company, Contact Email, Status, Industry, Size, and Date Added. Sort Direction in Ascending or Descending order. Size - Select company sizes between 1-10, 11-50, 51-100, 101-200, 210-500, 501-1000, and 1000+. Multiple sizes can be selected for the Filter. Industry - Choose one or multiple prospect industries to Filter by; Agriculture and Forestry, Automotive, Banking and Financial Services, Construction and Real Estate, Education, Energy and Utilities, Food and Beverage, Government and Public Administration, MajorMedical and Pharmaceuticals, Hospitality and Tourism, Information Technology and Services, Insurance, Manufacturing, Media and Entertainment, Nonprofit Organization Management, Professional Services, Retail and Consumer Goods, Telecommunications, Transportation and Logistics, and Wholesale Date Added - Select the Start Date and the End Date range Condensing your Board Select "Show Condensed View" Under the Condensed View you will be able to view all of your prospects with just their Company Names. Managing your Board Select "Manage Board" A new pop-up window will appear where you will be able to view, adjust, delete or add a status. If a status is Updated, all Prospects under the previous lane title & stage will be updated to have the new status details applied. If a status is Deleted, all Prospects under the this lane will be moved to the starting stage. There is no limit to how many statuses you can set up. Note: Any changes to the board will be applied to all Advisor accounts.

Customize your notifications and account settings to stay updated on important updates without unnecessary distractions. 1. In your Metric CRM account, click on the bell icon located in the top right corner. 2. To update your Notifications settings, select the gear icon in the notifications window. 3. You can enable/disable any notifications, such as; Task Reminders Task Past Due Task Assignment Task Status Change Contact Birthdays License Expiry Renewal Reminders 4. Once you’ve completed your selection of notifications, click on “Save Settings”

You can easily update your profile details at any time. Here's how: 1. In your Metric CRM account, click on the “Profile” tab located in the left side panel. 2. Under your Profile, navigate to “Advisor Details” 3. Select “Edit” to modify your advisor details; Personal Information First Name Last Name Email Phone Company Access Type Security Multi-factor Authentication Permissions Details Billing Prospects Accounts Advisors Invoices Whitelabel Reports Files Contacts Amendments Address Information Unit/Suite Street Address City Postal Code Province 4. Once you’ve updated your details, select “Update Advisor” to save your changes.

You can easily update your profile details at any time. Here's how: 1. In your Metric CRM account, click on the “Profile” tab located in the left side panel. 2. Under your Profile, navigate to “Advisor Details” 3. Select “Edit” to modify your advisor details; Personal Information First Name Last Name Email Phone Company Security Multi-factor Authentication Address Information Unit/Suite Street Address City Postal Code Province 4. Once you’ve updated your details, select “Update Advisor” to save the changes.

Profile Notes help you keep track of important details that do not need to be connected to a Prospect or an Account. Here’s a step-by-step guide to add Profile Notes: 1. In your Metric CRM account, click on the “Profile” tab located in the left side panel. 2. Navigate to “Notes” Within the Notes tab you will be able to Create, View, Edit or Remove any notes. Create a Note To Create a new note, click on the “Create Note” button. This will open a note pop-up window where you can create the title and input the note details followed by selecting the “Create Note” button to save the new note View or Edit a Note To View or Edit a note, click anywhere in the note row or select the three vertical dots and click on “Edit” This will open a note pop-up window where you can view or edit the title and note details. You can then "Close" the note or save any updates that you’ve made by selecting “Update Note” Remove a Note To Remove a note, select the three vertical dots and click on “Remove” This will bring up a small pop-up window where you can “Delete” the note

Keep your advisor licenses up to date to ensure compliance and accuracy. Here’s how to add, update, and manage license details within your profile: 1. In your Metric CRM account, click on the “Profile” tab located in the left side panel. 2. Navigate to the “License” sub-tab. 3. When selecting “Add License” a pop-up window will allow you to add all of your License information: License Number License Type Personal Corporate Province Issue Date Expiry Date 4. License Files can be uploaded by selecting “Upload File” and any file type will be supported

Easily manage your support staff by adding, editing, or removing team members as needed. Follow these steps to ensure your team has the right access and permissions: 1. In your Metric CRM account, click on the “Profile” tab located in the left side panel. 2. Select “Support Staff” 3. Within the Support Staff section you can Edit, Terminate, or Add a new Support Staff member; Adding Support Staff To Add a new Support Staff member, select the “Add Support Staff” button. Populate the details for the new Support Staff member: First Name Last Name Email Phone Receive Notifications Access Type To complete the set up, click on “Add Support Staff” button at the bottom of the pop up. Once a new Support Staff member has been added to your account, they will receive an email with a temporary password and a link to login to their new account. Editing Support Staff To Edit an existing Support Staff member, click on the three vertical dots and select “Edit” Adjust any information under the Support Staff profile and select "Update Support Staff" to save the changes. Deleting Support Staff To Terminate an existing Support Staff member, click on the three vertical dots and select “Terminate” In the pop-up window click on "Delete" to remove the Support Staff member.

Easily manage your support staff by adding, editing, or removing team members as needed. Follow these steps to ensure your team has the right access and permissions: 1. In your Metric CRM account, click on the “Profile” tab located in the left side panel. 2. Select “Support Staff” 3. Within the Support Staff section you can Edit, Terminate, or Add a new Support Staff member; Adding Support Staff To Add a new Support Staff member, select the “Add Support Staff” button. Populate the details for the new Support Staff member: First Name Last Name Email Phone Receive Notifications To complete the set up, click on “Add Support Staff” button at the bottom of the pop up. Once a new Support Staff member has been added to your account, they will receive an email with a temporary password and a link to login to their new account. Editing Support Staff To Edit an existing Support Staff member, click on the three vertical dots and select “Edit” Adjust any information under the Support Staff profile and select "Update Support Staff" to save the changes. Deleting Support Staff To Terminate an existing Support Staff member, click on the three vertical dots and select “Terminate” In the pop-up window click on "Delete" to remove the Support Staff member.

Set up and manage reminders in your profile to stay on top of important tasks and deadlines. Here’s how to add, update, and manage reminders effectively. 1. In your Metric CRM account, click on the “Profile” tab located in the left side panel. 2. In your Profile, select the sub-tab “Reminders” 3. You can create, edit and remove Reminders. Create a Reminder To create a reminder, select "Create Reminder" In the pop-up window populate all the information of the Reminder and click on "Create Reminder" to save the reminder. Description Reminder Date Reminder Time Reminder Details (Notes) Edit a Reminder To edit a note select the three vertical dots in the row of the note and click on "Edit" Update any information about the Reminder. Select "Update Reminder" to save the changes. Delete a Reminder To delete a reminder select the three vertical dots in the row of the reminder and click on "Remove" In the pop-up window select "Remove" to complete the removal of the reminder.

Use your tasks as a specific action or assignment that helps track progress and ensure important work gets completed efficiently. Follow these steps to add, edit or remove a task in your profile: 1. In your Metric CRM account, click on the “Profile” tab located in the left side panel. 2. In your Profile, select the sub-tab “Tasks” 3. In Tasks you will be able to Create, Edit or Remove tasks, as well as Apply Filters to quickly navigate through your tasks. Create a New Task To create a new task, click on “Create Task” Populate the Task information in the pop-up window; Title who the task is Assigned To Yourself or your Supporting Staff Status Pending In Progress Blocked Done Details Due Date & Time To save the Task, click on "Create Task" within the pop-up window. Edit a Task To edit a task, click on the three vertical dots beside in the task row and select "Edit" Update any aspects of the Task details and select "Update Task" to save the changes. Remove a Task To delete a task, click on the three vertical dots beside in the task row and select "Remove" Select "Delete" in the pop-up window to remove the Task. Applying Filters To apply filters to your tasks select "Apply Filters" Tasks can be filtered by the following options; Sorting - Sort by Title, Due Date, Assigned To, Created By, Date Created, Status, and Client. Sort in an Ascending or Descending order. Status - Select the statuses you want to see from Pending, In Progress, Blocked, or Done Date Added - Select a Start Date and End Date Due Date - Select a Start Date and an End Date

Store your regular and recurring contacts to easily add them to your Prospects and Accounts. Follow these steps to add, edit or remove contacts in your profile: 1. In your Metric CRM account, click on the “Profile” tab located in the left side panel. 2. In your Profile, select the sub-tab “Contacts” 3. In the Contacts tab you will be able Add, Edit or Remove contacts. Create a New Contact To create a new contact, click on “Add Contact” Populate the Contact information in the pop-up window; First Name Last Name Email Birthdate Phone Type Admin Signing Authority Salesperson Carrier Insurer Underwriter Other Company Description Notes To save the Contact, click on "Add Contact" within the pop-up window. Edit a Contact To edit a contact, click on the three vertical dots in the contact row and select "Edit" Update any aspects of the Contact details and select "Update Contact" to save the changes. Remove a Contact To delete a contact, click on the three vertical dots in the contact row and select "Remove" Select "Delete" in the pop-up window to remove the Contact.

If you need to reset your password, follow these simple steps: 1. In your Metric CRM account, click on the “Profile” tab located in the left side panel. 2. Under your Profile, navigate to “Change Password” 3. Set a new Password. 4. To save the new password, select “Save Password”

There are two locations in your Advisor account where you can add a new Account: Navigate to the Accounts tab on the left panel and then select “Add Account” in the ‘My Accounts’ panel or Select the “Add Account” button directly from the main dashboard Whichever approach is selected, the details required to add an Account are the same. To begin adding a new Account, all the information is required: Company Name Contact Email Business Type Nature of Business Industry Size Signing Authority Name Signing Authority Email Phone Stop Loss Effective Date ASO ASO Type ASO Health ASO Dental Rate Guarantees Experience Rated Pooled Benefits Unit/Suite Street Address City Postal Code Province Once all the information is added, you can select “Create Account” and your new Account will be added to your Advisor portal. Additionally, you can convert a Prospect to an account by selecting a Prospect and clicking on “Convert to Account”. If any of the Prospect details are missing information, they would need to be completed before you can convert a Prospect to active Account. Additional information will also be required when converting from a Prospect to an Account such as; Stop Loss, Effective Date and Rate Guarantees.

There are two locations in your Advisor account where you can access your Account(s): Navigate to the "Accounts" tab on the left panel and then click on the prospect Select the Account directly from the main dashboard Whichever approach is selected, the sub-tabs to complete an Account are the same. Details Basic Information Click on "Edit" to view and update any basic information. Company Name Contact Email Business Type Sole Proprietorship General Partnership Limited Partnership (LP) Limited Liability Partnership (LLP) C Corporation S Corporation B Corporation (Benefit Corporation) Limited Liability Company (LLC) Cooperative (Co-op) Nonprofit Organization Government Organization Nature of Business Industry Sole Proprietorship General Partnership Limited Partnership (LP) Limited Liability Partnership (LLP) C Corporation S Corporation B Corporation (Benefit Corporation) Limited Liability Company (LLC) Cooperative (Co-op) Nonprofit Organization Government Organization Size 1-10 11-50 51-100 101-200 201-500 501-1000 1000+ Signing Authority Name Signing Authority Email Phone Stop Loss ASO ASO Type Budgeted In Arrears ASO Health ASO Dental Rate Guarantees Experience Rated Pooled Benefits Unit/Suite Street Address City Postal Code Province Once all the details have been updated, select "Update Account" to save all the changes. Additionally, you can terminate an account by selecting the "Terminate Account" option. Once selected, pick the Effective Date of the termination, the termination Notes, and select "Terminate Account" Policies To add new policies select the "Add Policy" button. Each policy number can be created per carrier with all the applicable benefits this policy applies to. To save a new policy, click on "Create Policy" Created policies can be edited by selecting the 3 vertical dots in the Policy row and clicking on "Edit" Once all the changes have been made, select "Update Policy" to save the changes. Created policies can also be removed by selecting the 3 vertical dots in the Policy row and selecting "Remove"

There are two locations in your Advisor account where you can access your Account(s): Navigate to the "Accounts" tab on the left panel and then click on the prospect Select the Account directly from the main dashboard Whichever approach is selected, the sub-tabs to complete an Account are the same. Files Folders can be created per account where you will be able to upload all files associated with the account. Each folder can be named and will indicate the Owner, Last Modified date and File Size. Individual files can also be uploaded outside of the created folders. Creating a Folder To create a Folder, select "Create Folder", input the Folder Name and click on "Create" Click on the Folder that was created to open the folder. In the Folder you can upload files by selecting "Upload File" or create a sub-folder by clicking on "Create Folder" Uploading a File To upload a File, select "Upload File" and pick the file you wish to upload from your device.

There are two locations in your Advisor account where you can access your Account(s): Navigate to the "Accounts" tab on the left panel and then click on the prospect Select the Account directly from the main dashboard Whichever approach is selected, the sub-tabs to complete an Account are the same. Classes Create a Class To create a new class, select "Create Class" Populate the Class details in the pop-up window and click on "Create Class" Class Name Description Certificate Count Allow Retirees Enabled Disabled After a Class has been created, all the details will be visible in the Classes tab Edit a Class To update the class details, select the three vertical dots in the class row and click on "Edit" After updating the required details, select "Update Class" to save the changes. Remove a Class To delete a class, select the three vertical dots in the class row and click on "Remove" In the new pop up window, select "Delete" to remove the class.

There are two locations in your Advisor account where you can access your Account(s): Navigate to the "Accounts" tab on the left panel and then click on the prospect Select the Account directly from the main dashboard Whichever approach is selected, the sub-tabs to complete an Account are the same. Divisions Adding a Division Divisions are created by indicating a Division Name, Description, and Address. A Division can be set up as a Billing Division or not. There is no limit to the amount of divisions that can be created. Once all the Division details are added, select "Create Division" to save the division. Editing a Division To edit a Division, select the three vertical dots in the division row and click on "Edit" After adjusting the required information, select "Update Division" to save your changes. Deleting a Division Divisions can be deleted by selecting the three vertical dots in the division row and clicking on "Remove" A new pop-up window will appear where you can select "Delete" to remove the Division.

There are two locations in your Advisor account where you can access your Account(s): Navigate to the "Accounts" tab on the left panel and then click on the prospect Select the Account directly from the main dashboard Whichever approach is selected, the sub-tabs to complete an Account are the same. Plan Designs After a class has been created, a plan design can now be built for it by selecting the three vertical dots and either creating a brand new plan design or building it off of an existing Template. If “Create New” is selected, every benefit line of the plan design can be enabled and set to the required parameters by selecting any of the following benefit lines: Life Insurance Accidental Death & Dismemberment Dependent Life Short Term Disability Long Term Disability Critical Illness Drugs Major Medical Paramedicals Vision Out Of Country & Province Dental Spending Accounts Employee & Family Assistance Program Virtual Healthcare Financial Awareness Once all the plan design changes have been completed, select the “Save Changes” button at the top corner. If you are creating a plan design from an existing Template, select “Create from Template” and pick any of your saved templates as the foundation for your plan design. Once a Template has been selected, the plan design details can be adjusted or saved as they are.

There are two locations in your Advisor account where you can access your Account(s): Navigate to the "Accounts" tab on the left panel and then click on the prospect Select the Account directly from the main dashboard Whichever approach is selected, the sub-tabs to complete an Account are the same. Claims Experience Claims Experience Records can be added by selecting the "Add Claims Experience" button. Each experience record requires a Period Start Date and a Period End Date. Every benefit that has history of claims made by the members of the group can be populated by including; Billed Premium Paid Claims Incurred Claims Carrier (selected from a dropdown) Incurred Loss Ratio will be calculated based on the populated data. Claims Experience Summaries can be created by selecting the "Create Summary" button. Enter the date range for the claims experience in the new pop-up window and all claims experience records within the provided date range will be included. Created summaries will be saved and will remain under the Prospect. Summaries can then be compared by selecting the "Compare Summaries" button. Selecting the created summary periods, you can submit and compare Billed Premiums, Paid Claims, Incurred Claims, and Incurred Loss Ratio.

There are two locations in your Advisor account where you can access your Account(s): Navigate to the "Accounts" tab on the left panel and then click on the prospect Select the Account directly from the main dashboard Whichever approach is selected, the sub-tabs to complete an Account are the same. Commissions The commissions tab contains Projected Commissions, Received Commissions, Commission Percentages per benefit, and Commission Splits. Projected Commissions are generated by Metric CRM after the Commission Percentages and Pricing have been submitted. Received Commissions can be uploaded or added by selecting the "Add Received Commissions" button. To add received commissions, input the Remittance Period as well as the Premium & Commission per benefit line or Upload a Remittance File from your device Commission Percentages are set up per benefit line and once completed can be saved by clicking on "Save Commissions" Commission Splits are set up between one or multiple Recipients (Advisors or Brokerages) and the share % can be set up across all benefits or per benefit line. Once the splits have been established, select "Continue" to save the Commission Splits

There are two locations in your Advisor account where you can access your Account(s): Navigate to the "Accounts" tab on the left panel and then click on the prospect Select the Account directly from the main dashboard Whichever approach is selected, the sub-tabs to complete an Account are the same. Pricing The pricing tab allows the set up of rates for each created class. Rates are completed by populating the Single, Couple & Family gross rates, selecting the carrier, and inputting the volume. Certificate Count is pulled directly from the class details. Commission Percentage, Projected Premium and Projected Commission are all generated by the information you populated in the Commissions tab in tandem with the rates in the Pricing tab. These rates are entered for each benefit line applicable to the class and any benefits not used in the class will not contain a benefit line. Adding Pricing To add Pricing to a class, select the three vertical dots on the row with the respective class and click on "Set Pricing" The Plan Pricing page will appear with every benefit line that is enabled for the Class and each benefit line will have 4 fields to input; Single Rate Couple Rate Family Rate Carrier Volume Once the rates have been populated click on "Save Changes", input the Effective Date and select "Continue" Adjusting Pricing To update rates for a class, select the three vertical dots in the row of the class you wish to update and click on "Edit" Adjust any details per benefit line then click on "Save Changes", set the effective date and select "Continue"

There are two locations in your Advisor account where you can access your Account(s): Navigate to the "Accounts" tab on the left panel and then click on the prospect Select the Account directly from the main dashboard Whichever approach is selected, the sub-tabs to complete an Account are the same. Renewals Renewals are created by the Metric CRM system by utilizing the Rate Guarantees from the Pooled Benefits (in months) and the effective date of the account. Each Renewal indicates the: Renewal ID Period Start Period End Renewal Date Status Renewals can be viewed by selecting the three vertical dots in the renewal row and clicking on "View Renewal" Files can be uploaded for the selected Renewal period by selecting the "Upload File" button in the pop-up window. Renewals can be completed by selecting the three vertical dots in the renewal row and clicking on "Mark Complete"

There are two locations in your Advisor account where you can access your Account(s): Navigate to the "Accounts" tab on the left panel and then click on the prospect Select the Account directly from the main dashboard Whichever approach is selected, the sub-tabs to complete an Account are the same. Amendments Amendments are created per Account and can be Viewed & Edited or Removed altogether once created. Each Amendment requires a Title and Details. Additional information can also be populated such as; Status Pending Signed Cancelled Completed Effective Date Date Sent Date Signed Uploaded Amendment Files

There are two locations in your Advisor account where you can access your Account(s): Navigate to the "Accounts" tab on the left panel and then click on the prospect Select the Account directly from the main dashboard Whichever approach is selected, the sub-tabs to complete an Account are the same. Contacts All client relevant contacts can be added to the Account. You can Add, Edit or Remove contacts as well as select Default Contacts. Adding a Contact To add a contact, select "Add Contact" In the pop-up window, input all the details to complete adding the contact: First Name Last Name Email Birthdate Phone Type Admin Signing Authority Salesperson Insurer Underwriter Other Company Description Notes Alternatively, contacts can be selected from Default Contacts that have been added under the Profile Contacts or Brokerage Contacts. Editing a Contact Any existing contacts can be updated by selecting the three vertical dots on the row of the contact and clicking on "Edit" Once the details have been updated, select "Update Contact" to save the new information. Removing a Contact Any existing contacts can be deleted by selecting the three vertical dots on the row of the contact and clicking on "Remove" In the new pop-up window, select "Delete" to remove the contact.

There are two locations in your Advisor account where you can access your Account(s): Navigate to the "Accounts" tab on the left panel and then click on the prospect Select the Account directly from the main dashboard Whichever approach is selected, the sub-tabs to complete an Account are the same. Notes Notes can be created per account where you will be able to Create, Edit, and Remove notes associated with the account. Create a Note To create a note, select "Create Note" In the pop-up window populate the Title of the note and the details. To save the note click on "Create Note" Edit a Note To edit a note select the three vertical dots in the row of the note and click on "Edit" Update the Title and/or the Details. Select "Update Note" to save the changes. Delete a Note To delete a note select the three vertical dots in the row of the note and click on "Remove" In the pop-up window select "Delete" to complete the removal of the note.

There are two locations in your Advisor account where you can access your Account(s): Navigate to the "Accounts" tab on the left panel and then click on the prospect Select the Account directly from the main dashboard Whichever approach is selected, the sub-tabs to complete an Account are the same. Reminders Reminders can be created per account where you will be able to Create, Edit, and Remove reminders associated with the account. Create a Reminder To create a reminder, select "Create Reminder" In the pop-up window populate all the information of the Reminder and click on "Create Reminder" to save the reminder. Description Reminder Date Reminder Time Reminder Details (Notes) Edit a Reminder To edit a note select the three vertical dots in the row of the note and click on "Edit" Update any information about the Reminder. Select "Update Reminder" to save the changes. Delete a Reminder To delete a reminder select the three vertical dots in the row of the reminder and click on "Remove" In the pop-up window select "Remove" to complete the removal of the reminder.

There are two locations in your Advisor account where you can access your Account(s): Navigate to the "Accounts" tab on the left panel and then click on the prospect Select the Account directly from the main dashboard Whichever approach is selected, the sub-tabs to complete an Account are the same. Tasks Tasks can be created per account where you will be able to Create, Edit, and Remove tasks associated with the account as well as Apply Filters. Create a Task To create a note, select "Create Task" In the pop-up window populate the information and save the note click on "Create Task" Title Assigned To Yourself Your Supporting Staff Status Pending In Progress Blocked Done Task Details Due Date & Time Edit a Task To edit a task select the three vertical dots in the row of the note and click on "Edit" Update any required information in the task and select "Update Task" to save the changes. Delete a Task To delete a task select the three vertical dots in the row of the note and click on "Remove" In the pop-up window select "Delete" to complete the removal of the task. Apply Filters To filter tasks click on "Apply Filters" Apply the required filters from; Sorting - Sort by Title, Due Date, Assigned To, Created By, Date Created, Status, and Client. Sort direction in Ascending or Descending order. Status - Select one of multiple statuses between Pending, In Progress, Blocked, and Done. Date Added - Pull tasks added between a Start Date and an End Date. Due Date - Pull tasks with a due date between a Start Date and End Date selection.

There are two locations in your Advisor account where you can add a new Prospect: Navigate to the Prospects tab on the left panel and then select “Add Prospect” in the ‘My Prospects’ panel or Select the “Add Prospect” button directly from the main dashboard Whichever approach is selected, the details required to add a Prospect are the same. To begin adding a new Prospect the only information required is the Company Name. The rest of the information can be completed at the time of creating a new Prospect if it is available or it can be updated later on. However, before converting the Prospect into an Account the rest of the information will need to be completed. The additional details of a Prospect’s creation are: Contact Email Business Type Nature of Business Industry Size Signing Authority Name Signing Authority Email Phone ASO ASO Type ASO Health ASO Dental Unit/Suite Street Address City Postal Code Province Once the Company Name, and any other available information is added, you can select “Create Prospect” and your new Prospect will be added to your Advisor portal.

There are two locations in your Advisor account where you can access your Prospect(s): Navigate to the "Prospects" tab on the left panel and then click on the prospect Select the Prospect directly from the main dashboard Whichever approach is selected, the sub-tabs to complete a Prospect are the same. None of the sections are required to be completed for Prospects but are recommended to achieve the best results and access to all the information. Details If any information from the Details was not completed when the Prospect has been created, it can be added during the completion process. Basic Information Click on "Edit" to view and update any basic information. Company Name Contact Email Business Type Sole Proprietorship General Partnership Limited Partnership (LP) Limited Liability Partnership (LLP) C Corporation S Corporation B Corporation (Benefit Corporation) Limited Liability Company (LLC) Cooperative (Co-op) Nonprofit Organization Government Organization Nature of Business Industry Sole Proprietorship General Partnership Limited Partnership (LP) Limited Liability Partnership (LLP) C Corporation S Corporation B Corporation (Benefit Corporation) Limited Liability Company (LLC) Cooperative (Co-op) Nonprofit Organization Government Organization Size 1-10 11-50 51-100 101-200 201-500 501-1000 1000+ Signing Authority Name Signing Authority Email Phone Status ASO ASO Type Budgeted In Arrears ASO Health ASO Dental Unit/Suite Street Address City Postal Code Province Once all the details have been updated, select "Update Prospect" to save all the changes. Policies To add new policies select the "Add Policy" button. Each policy number can be created per carrier with all the applicable benefits this policy applies to. To save a new policy, click on "Create Policy" Created policies can be edited by selecting the 3 vertical dots in the Policy row and clicking on "Edit" Once all the changes have been made, select "Update Policy" to save the changes. Created policies can also be removed by selecting the 3 vertical dots in the Policy row and selecting "Remove"

There are two locations in your Advisor account where you can access your Prospect(s): Navigate to the "Prospects" tab on the left panel and then click on the prospect Select the Prospect directly from the main dashboard Whichever approach is selected, the sub-tabs in a Prospect are the same. Files Folders can be created per prospect where you will be able to upload all files associated with the prospect. Each folder can be named and will indicate the Owner, Last Modified date and File Size. Individual files can also be uploaded outside of the created folders. Creating a Folder To create a Folder, select "Create Folder", input the Folder Name and click on "Create" Click on the Folder that was created to open the folder. In the Folder you can upload files by selecting "Upload File" or create a sub-folder by clicking on "Create Folder" Uploading a File To upload a File, select "Upload File" and pick the file you wish to upload from your device.

There are two locations in your Advisor account where you can access your Prospect(s): Navigate to the "Prospects" tab on the left panel and then click on the prospect Select the Prospect directly from the main dashboard Whichever approach is selected, the sub-tabs to a Prospect are the same. Classes Create a Class To create a new class, select "Create Class" Populate the Class details in the pop-up window and click on "Create Class" Class Name Description Certificate Count Allow Retirees Enabled Disabled After a Class has been created, all the details will be visible in the Classes tab Edit a Class To update the class details, select the three vertical dots in the class row and click on "Edit" After updating the required details, select "Update Class" to save the changes. Remove a Class To delete a class, select the three vertical dots in the class row and click on "Remove" In the new pop up window, select "Delete" to remove the class.

There are two locations in your Advisor account where you can access your Prospect(s): Navigate to the "Prospects" tab on the left panel and then click on the prospect Select the Prospect directly from the main dashboard Whichever approach is selected, the sub-tabs under a Prospect are the same. Divisions Adding a Division Divisions are created by indicating a Division Name, Description, and Address. Divisions can also be selected to be for Billing or regular. There is no limit to the amount of divisions that can be created. Once all the Division details are added, select "Create Division" to save the division. Editing a Division To edit a Division, select the three vertical dots in the division row and click on "Edit" After adjusting the required information, select "Update Division" to save your changes. Deleting a Division Divisions can be deleted by selecting the three vertical dots in the division row and clicking on "Remove" A new pop-up window will appear where you can select "Delete" to remove the Division.

There are two locations in your Advisor account where you can access your Prospect(s): Navigate to the "Prospects" tab on the left panel and then click on the prospect Select the Prospect directly from the main dashboard Whichever approach is selected, the sub-tabs under a Prospect are the same. Plan Designs After a class has been created, a plan design can now be built for it by selecting the three vertical dots and either creating a brand new plan design or building it off of an existing Template. If “Create New” is selected, every benefit line of the plan design can be enabled and set to the required parameters by selecting any of the following benefit lines: Life Insurance Accidental Death & Dismemberment Dependent Life Short Term Disability Long Term Disability Critical Illness Drugs Major Medical Paramedicals Vision Out Of Country & Province Dental Spending Accounts Employee & Family Assistance Program Virtual Healthcare Financial Awareness Once all the plan design changes have been completed, select the “Save Changes” button at the top corner. If you are creating a plan design from an existing Template, select “Create from Template” and pick any of your saved templates as the foundation for your plan design. Once a Template has been selected, the plan design details can be adjusted or saved as they are.

There are two locations in your Advisor account where you can access your Prospect(s): Navigate to the "Prospects" tab on the left panel and then click on the prospect Select the Prospect directly from the main dashboard Whichever approach is selected, the sub-tabs in a Prospect are the same. Claims Experience Claims Experience Records can be added by selecting the "Add Claims Experience" button. Each experience record requires a Period Start Date and a Period End Date. Every benefit that has history of claims made by the members of the group can be populated by including; Billed Premium Paid Claims Incurred Claims Carrier (selected from a dropdown) Incurred Loss Ratio will be calculated based on the populated data. Claims Experience Summaries can be created by selecting the "Create Summary" button. Enter the date range for the claims experience in the new pop-up window and all claims experience records within the provided date range will be included. Created summaries will be saved and will remain under the Prospect. Summaries can then be compared by selecting the "Compare Summaries" button. Selecting the created summary periods, you can submit and compare Billed Premiums, Paid Claims, Incurred Claims, and Incurred Loss Ratio.

There are two locations in your Advisor account where you can access your Prospect(s): Navigate to the "Prospects" tab on the left panel and then click on the prospect Select the Prospect directly from the main dashboard Whichever approach is selected, the sub-tabs in a Prospect are the same. Commissions The commissions tab contains Projected Commissions, Received Commissions, Commission Percentages, and Commission Splits. Projected Commissions are generated by Metric CRM after the Commission Percentages and Pricing have been submitted. Received Commissions can be uploaded or added by selecting the "Add Received Commissions" button. To add received commissions, input the Remittance Period as well as the Premium & Commission per benefit line or Upload a Remittance File from your device Commission Percentages are set up per benefit line and once completed can be saved by clicking on "Save Commissions" Commission Splits are set up between one or multiple Recipients (Advisors or Brokerages) and the share % can be set up across all benefits or per benefit line. Once the splits have been established, select "Continue" to save the Commission Splits

There are two locations in your Advisor account where you can access your Prospect(s): Navigate to the "Prospects" tab on the left panel and then click on the prospect Select the Prospect directly from the main dashboard Whichever approach is selected, the sub-tabs in a Prospect are the same. Pricing The pricing tab allows the set up of rates for each created class. Rates are completed by populating the Single, Couple & Family gross rates, selecting the carrier, and inputting the volume. Certificate Count is pulled directly from the class details. Commission Percentage, Projected Premium and Projected Commission are all generated by the information you populated in the Commissions tab in tandem with the rates in the Pricing tab. These rates are entered for each benefit line applicable to the class and any benefits not used in the class will not contain a benefit line. Adding Pricing To add Pricing to a class, select the three vertical dots on the row with the respective class and click on "Set Pricing" The Plan Pricing page will appear with every benefit line that is enabled for the Class and each benefit line will have 4 fields to input; Single Rate Couple Rate Family Rate Carrier Volume Once the rates have been populated click on "Save Changes", input the Effective Date and select "Continue" Adjusting Pricing To update rates for a class, select the three vertical dots in the row of the class you wish to update and click on "Edit" Adjust any details per benefit line then click on "Save Changes", set the effective date and select "Continue"

There are two locations in your Advisor account where you can access your Prospect(s): Navigate to the "Prospects" tab on the left panel and then click on the prospect Select the Prospect directly from the main dashboard Whichever approach is selected, the sub-tabs in a Prospect are the same. Renewals The Renewals tab will remain empty while the group is under a Prospect status. Renewals will become available once the Prospect is converted into an Account

There are two locations in your Advisor account where you can access your Prospect(s): Navigate to the "Prospects" tab on the left panel and then click on the prospect Select the Prospect directly from the main dashboard Whichever approach is selected, the sub-tabs in a Prospect are the same. Amendments Amendments are created per Prospect and can be Viewed & Edited or Removed altogether once created. Each Amendment requires a Title and Details. Additional information can also be populated such as; Status Pending Signed Cancelled Completed Effective Date Date Sent Date Signed Uploaded Amendment Files

There are two locations in your Advisor account where you can access your Prospect(s): Navigate to the "Prospects" tab on the left panel and then click on the prospect Select the Prospect directly from the main dashboard Whichever approach is selected, the sub-tabs in a Prospect are the same. Contacts All client relevant contacts can be added to the Prospect. You can Add, Edit or Remove contacts. Adding a Contact To add a contact, select "Add Contact" In the pop-up window, input all the details to complete adding the contact: First Name Last Name Email Birthdate Phone Type Admin Signing Authority Salesperson Insurer Underwriter Other Company Description Notes Alternatively, a Default Contact can be selected from available contacts under your Profile Contacts or Brokerage Contacts. Editing a Contact Any existing contacts can be updated by selecting the three vertical dots on the row of the contact and clicking on "Edit" Once the details have been updated, select "Update Contact" to save the new information. Removing a Contact Any existing contacts can be deleted by selecting the three vertical dots on the row of the contact and clicking on "Remove" In the new pop-up window, select "Delete" to remove the contact.

There are two locations in your Advisor account where you can access your Prospect(s): Navigate to the "Prospects" tab on the left panel and then click on the prospect Select the Prospect directly from the main dashboard Whichever approach is selected, the sub-tabs in a Prospect are the same. Notes Notes can be created per prospect where you will be able to Create, Edit, and Remove notes associated with the prospect. Create a Note To create a note, select "Create Note" In the pop-up window populate the Title of the note and the details. To save the note click on "Create Note" Edit a Note To edit a note select the three vertical dots in the row of the note and click on "Edit" Update the Title and/or the Details. Select "Update Note" to save the changes. Delete a Note To delete a note select the three vertical dots in the row of the note and click on "Remove" In the pop-up window select "Delete" to complete the removal of the note.

There are two locations in your Advisor account where you can access your Prospect(s): Navigate to the "Prospects" tab on the left panel and then click on the prospect Select the Prospect directly from the main dashboard Whichever approach is selected, the sub-tabs in a Prospect are the same. Reminders Reminders can be created per prospect where you will be able to Create, Edit, and Remove reminders associated with the prospect. Create a Reminder To create a reminder, select "Create Reminder" In the pop-up window populate all the information of the Reminder and click on "Create Reminder" to save the reminder. Description Reminder Date Reminder Time Reminder Details (Notes) Edit a Reminder To edit a note select the three vertical dots in the row of the note and click on "Edit" Update any information about the Reminder. Select "Update Reminder" to save the changes. Delete a Reminder To delete a reminder select the three vertical dots in the row of the reminder and click on "Remove" In the pop-up window select "Remove" to complete the removal of the reminder.

There are two locations in your Advisor account where you can access your Prospect(s): Navigate to the "Prospects" tab on the left panel and then click on the prospect Select the Prospect directly from the main dashboard Whichever approach is selected, the sub-tabs in a Prospect are the same. Tasks Tasks can be created per prospect where you will be able to Create, Edit, and Remove tasks associated with the prospect as well as filters the tasks you have created. Create a Task To create a note, select "Create Task" In the pop-up window populate the information and save the note click on "Create Task" Title Assigned To Yourself Your Supporting Staff Status Pending In Progress Blocked Done Task Details Due Date & Time Edit a Task To edit a task select the three vertical dots in the row of the note and click on "Edit" Update any required information in the task and select "Update Task" to save the changes. Delete a Task To delete a task select the three vertical dots in the row of the note and click on "Remove" In the pop-up window select "Delete" to complete the removal of the task. Apply Filters To filter your tasks click on "Apply Filters" Apply the required filters from; Sorting - Sort by Title, Due Date, Assigned To, Created By, Date Created, Status, and Client. Sort direction in Ascending or Descending order. Status - Select one of multiple statuses between Pending, In Progress, Blocked, and Done. Date Added - Pull tasks added between a Start Date and an End Date. Due Date - Pull tasks with a due date between a Start Date and End Date selection.

In your Metric CRM account, click on the “Plan Designs” tab located in the left side panel In the Plan Designs tab you can Edit, Remove or Create new Templates. To create a new plan design template, select “Create Template” In the new pop up window, input the Template Name and select the “Create Template” button Once the name has been created, you can now select and edit all the benefit lines for the Template. Life Insurance Accidental Death & Dismemberment Dependent Life Short Term Disability Long Term Disability Critical Illness Drugs Major Medical Paramedicals Vision Out Of Country & Province Dental Spending Accounts Employee & Family Assistance Program Virtual Healthcare Financial Awareness When all the benefit lines have been enabled and edited, click on “Save Changes” to save the new Plan Design Template.

In your Metric CRM account, click on the “Plan Designs” tab located in the left side panel In the Plan Designs tab you can Edit, Remove or Create new Templates. To edit a plan design template, select the three vertical dots beside the Template you wish to adjust and click on “Edit” Every benefit line of the template can be enabled, updated or disabled: Life Insurance Accidental Death & Dismemberment Dependent Life Short Term Disability Long Term Disability Critical Illness Drugs Major Medical Paramedicals Vision Out Of Country & Province Dental Spending Accounts Employee & Family Assistance Program Virtual Healthcare Financial Awareness Once all the plan design changes have been completed, select the “Save Changes” button at the top corner. Note: Changes to the Plan Design Templates do not impact any classes under Prospects or Accounts where the Templates were used to create the plan designs.

In your Metric CRM account, click on the “Plan Designs” tab located in the left side panel In the Plan Designs tab you can Edit, Remove or Create new Templates. To remove a plan design template, select the three vertical dots beside the Template you wish to delete and click on “Remove” A new pop up window will appear to confirm the removal of the Plan Design Template. Select ‘Delete’ to remove the Template. Once the template has been Removed, it will disappear from the Plan Designs tab. Note: Removing Plan Design Templates does not impact any classes under Prospects or Accounts where the Templates were used to create the plan designs.

In your Metric CRM account, click on the “Files” tab located in the left side panel Within the Files Manager tab you will be able to create folders to upload files within the folder or upload individual files that would be available to you and your Support Staff. All files can be downloaded or deleted.

In your Metric CRM account, click on the “Reports” tab located in the left side panel There are two sections of the Reports tab: Custom Reports - Reports that are created by saving applied Filters to Available Reports. Available Reports - Reports provided by the Metric CRM system Account Report View all accounts data Prospect Report View all prospects data Renewal Report View all accounts with renewals within a specific date range Projected Commission Report View detailed data about projected commissions based on premiums and commission percentages in a specific date range Received Commission Report View detailed data about received commissions based on premiums and commission percentages in a specific date range

1. In your Metric CRM account, click on the “Reports” tab located in the left side panel 2. Select the "Account Report" 3. In the new po-up window select all the filters you want to pull the data on: Status Account Lost Opportunity Size 1-10 11-50 51-100 101-200 201-500 501-1000 1000+ Industry Agriculture and Forestry Automotive Banking and Financial Services Construction and Real Estate Education Energy and Utilities Food and Beverage Government and Public Administration Major Medical and Pharmaceuticals Hospitality and Tourism Information Technology and Services Insurance Manufacturing Media and Entertainment Nonprofit Organization Management Professional Services Retail and Consumer Goods Telecommunications Transportation and Logistics Wholesale Business Type Sole Proprietorship General Partnership Limited Partnership (LP) Limited Liability Partnership (LLP) C Corporation S Corporation B Corporation (Benefit Corporation) Limited Liability Company (LLC) Cooperative (Co-op) Nonprofit Organization Government Organization Province Alberta British Columbia Quebec New Brunswick Yukon Nova Scotia Manitoba Ontario Saskatchewan Prince Edward Island Newfoundland and Labrador Northwest Territories Nunavut ASO Type Budgeted In Arrears Active Benefits Life Insurance Accidental Death & Dismemberment Dependent Life Short Term Disability Long Term Disability Critical Illness Drugs Major Medical Paramedicals Vision Out Of Country & Province Dental Spending Accounts Employee & Family Assistance Program Virtual Healthcare Financial Awareness Carrier Pull data for accounts that have the selected benefit(s) with the selected carrier(s). Life Insurance Accidental Death & Dismemberment Dependent Life Short Term Disability Long Term Disability Critical Illness Drugs Major Medical Paramedicals Vision Out Of Country & Province Dental Employee & Family Assistance Program Virtual Healthcare Financial Awareness Select the carriers you would like to pull for the above benefits. AIG Allstate ASO Beneva Blue Cross Camden Canada Life Co-operators Cowan Insurance Group Desjardins Dialogue Empire Life Enriched Academy Equitable Life Fenchurch Gotodoctor Great-West Life Green Shield HumanaCare Industrial Alliance Johnston Group La Capitale Manulife Financial Maple Medavie Blue Cross Orion RBC Insurance Simply Benefits SSQ Sunlife Wawanesa Columns include Company Status Nature of Business Size Industry Business Type Province ASO Type Stop Loss Experience Rate Guarantee Pooled Rate Guarantee Effective Date 4. Once the filtered as selected, click on the "Generate Report" button to view the created report. 5. After the report has been generated, you can download the CSV by navigating to the "Download" button.

1. In your Metric CRM account, click on the “Reports” tab located in the left side panel 2. Select the "Prospect Report" 3. In the new po-up window select all the filters you want to pull the data on: Status (can be customized) Pending Contact Qualification Meeting Proposal Closing Converted Size 1-10 11-50 51-100 101-200 201-500 501-1000 1000+ Industry Agriculture and Forestry Automotive Banking and Financial Services Construction and Real Estate Education Energy and Utilities Food and Beverage Government and Public Administration Major Medical and Pharmaceuticals Hospitality and Tourism Information Technology and Services Insurance Manufacturing Media and Entertainment Nonprofit Organization Management Professional Services Retail and Consumer Goods Telecommunications Transportation and Logistics Wholesale Business Type Sole Proprietorship General Partnership Limited Partnership (LP) Limited Liability Partnership (LLP) C Corporation S Corporation B Corporation (Benefit Corporation) Limited Liability Company (LLC) Cooperative (Co-op) Nonprofit Organization Government Organization Province Alberta British Columbia Quebec New Brunswick Yukon Nova Scotia Manitoba Ontario Saskatchewan Prince Edward Island Newfoundland and Labrador Northwest Territories Nunavut ASO Type Budgeted In Arrears Active Benefits Life Insurance Accidental Death & Dismemberment Dependent Life Short Term Disability Long Term Disability Critical Illness Drugs Major Medical Paramedicals Vision Out Of Country & Province Dental Spending Accounts Employee & Family Assistance Program Virtual Healthcare Financial Awareness Carrier Pull data for accounts that have the selected benefit(s) with the selected carrier(s). Life Insurance Accidental Death & Dismemberment Dependent Life Short Term Disability Long Term Disability Critical Illness Drugs Major Medical Paramedicals Vision Out Of Country & Province Dental Employee & Family Assistance Program Virtual Healthcare Financial Awareness Select the carriers you would like to pull for the above benefits. AIG Allstate ASO Beneva Blue Cross Camden Canada Life Co-operators Cowan Insurance Group Desjardins Dialogue Empire Life Enriched Academy Equitable Life Fenchurch Gotodoctor Great-West Life Green Shield HumanaCare Industrial Alliance Johnston Group La Capitale Manulife Financial Maple Medavie Blue Cross Orion RBC Insurance Simply Benefits SSQ Sunlife Wawanesa Columns include Company Status Nature of Business Size Industry Business Type Province ASO Type Stop Loss Experience Rate Guarantee Pooled Rate Guarantee Effective Date 4. Once the filtered as selected, click on the "Generate Report" button to view the created report. 5. After the report has been generated, you can download the CSV by navigating to the "Download" button.

1. In your Metric CRM account, click on the “Reports” tab located in the left side panel 2. Select the "Renewal Report" 3. In the new po-up window select all the filters you want to pull the data on: Date Range Start Date End Date Status Active Lost Opportunity Size 1-10 11-50 51-100 101-200 201-500 501-1000 1000+ Industry Agriculture and Forestry Automotive Banking and Financial Services Construction and Real Estate Education Energy and Utilities Food and Beverage Government and Public Administration Major Medical and Pharmaceuticals Hospitality and Tourism Information Technology and Services Insurance Manufacturing Media and Entertainment Nonprofit Organization Management Professional Services Retail and Consumer Goods Telecommunications Transportation and Logistics Wholesale Business Type Sole Proprietorship General Partnership Limited Partnership (LP) Limited Liability Partnership (LLP) C Corporation S Corporation B Corporation (Benefit Corporation) Limited Liability Company (LLC) Cooperative (Co-op) Nonprofit Organization Government Organization Province Alberta British Columbia Quebec New Brunswick Yukon Nova Scotia Manitoba Ontario Saskatchewan Prince Edward Island Newfoundland and Labrador Northwest Territories Nunavut ASO Type Budgeted In Arrears Active Benefits Life Insurance Accidental Death & Dismemberment Dependent Life Short Term Disability Long Term Disability Critical Illness Drugs Major Medical Paramedicals Vision Out Of Country & Province Dental Spending Accounts Employee & Family Assistance Program Virtual Healthcare Financial Awareness Carrier Pull data for accounts that have the selected benefit(s) with the selected carrier(s). Life Insurance Accidental Death & Dismemberment Dependent Life Short Term Disability Long Term Disability Critical Illness Drugs Major Medical Paramedicals Vision Out Of Country & Province Dental Employee & Family Assistance Program Virtual Healthcare Financial Awareness Select the carriers you would like to pull for the above benefits. AIG Allstate ASO Beneva Blue Cross Camden Canada Life Co-operators Cowan Insurance Group Desjardins Dialogue Empire Life Enriched Academy Equitable Life Fenchurch Gotodoctor Great-West Life Green Shield HumanaCare Industrial Alliance Johnston Group La Capitale Manulife Financial Maple Medavie Blue Cross Orion RBC Insurance Simply Benefits SSQ Sunlife Wawanesa Columns include Company Renewal Status Nature of Business Size Industry Business Type Province ASO Type Stop Loss Experience Rate Guarantee Pooled Rate Guarantee Effective Date Renewal Period Start Renewal Period End Renewal Date 4. Once the filtered as selected, click on the "Generate Report" button to view the created report. 5. After the report has been generated, you can download the CSV by navigating to the "Download" button.

1. In your Metric CRM account, click on the “Reports” tab located in the left side panel 2. Select the "Projected Commission Report" 3. In the new po-up window select all the filters you want to pull the data on: Date Range Start Date End Date Status Active Lost Opportunity Size 1-10 11-50 51-100 101-200 201-500 501-1000 1000+ Industry Agriculture and Forestry Automotive Banking and Financial Services Construction and Real Estate Education Energy and Utilities Food and Beverage Government and Public Administration Major Medical and Pharmaceuticals Hospitality and Tourism Information Technology and Services Insurance Manufacturing Media and Entertainment Nonprofit Organization Management Professional Services Retail and Consumer Goods Telecommunications Transportation and Logistics Wholesale Business Type Sole Proprietorship General Partnership Limited Partnership (LP) Limited Liability Partnership (LLP) C Corporation S Corporation B Corporation (Benefit Corporation) Limited Liability Company (LLC) Cooperative (Co-op) Nonprofit Organization Government Organization Province Alberta British Columbia Quebec New Brunswick Yukon Nova Scotia Manitoba Ontario Saskatchewan Prince Edward Island Newfoundland and Labrador Northwest Territories Nunavut ASO Type Budgeted In Arrears Active Benefits Life Insurance Accidental Death & Dismemberment Dependent Life Short Term Disability Long Term Disability Critical Illness Drugs Major Medical Paramedicals Vision Out Of Country & Province Dental Spending Accounts Employee & Family Assistance Program Virtual Healthcare Financial Awareness Carrier Pull data for accounts that have the selected benefit(s) with the selected carrier(s). Life Insurance Accidental Death & Dismemberment Dependent Life Short Term Disability Long Term Disability Critical Illness Drugs Major Medical Paramedicals Vision Out Of Country & Province Dental Employee & Family Assistance Program Virtual Healthcare Financial Awareness Select the carriers you would like to pull for the above benefits. AIG Allstate ASO Beneva Blue Cross Camden Canada Life Co-operators Cowan Insurance Group Desjardins Dialogue Empire Life Enriched Academy Equitable Life Fenchurch Gotodoctor Great-West Life Green Shield HumanaCare Industrial Alliance Johnston Group La Capitale Manulife Financial Maple Medavie Blue Cross Orion RBC Insurance Simply Benefits SSQ Sunlife Wawanesa Columns include Company Status Nature of Business Size Industry Business Type Province ASO Type Stop Loss Experience Rate Guarantee Pooled Rate Guarantee Effective Date Monthly Commission Annual Commission Monthly Premium Annual Premium 4. Once the filtered as selected, click on the "Generate Report" button to view the created report. 5. After the report has been generated, you can download the CSV by navigating to the "Download" button.

1. In your Metric CRM account, click on the “Reports” tab located in the left side panel 2. Select the "Received Commission Report" 3. In the new po-up window select all the filters you want to pull the data on: Date Range Start Date End Date Status Active Lost Opportunity Size 1-10 11-50 51-100 101-200 201-500 501-1000 1000+ Industry Agriculture and Forestry Automotive Banking and Financial Services Construction and Real Estate Education Energy and Utilities Food and Beverage Government and Public Administration Major Medical and Pharmaceuticals Hospitality and Tourism Information Technology and Services Insurance Manufacturing Media and Entertainment Nonprofit Organization Management Professional Services Retail and Consumer Goods Telecommunications Transportation and Logistics Wholesale Business Type Sole Proprietorship General Partnership Limited Partnership (LP) Limited Liability Partnership (LLP) C Corporation S Corporation B Corporation (Benefit Corporation) Limited Liability Company (LLC) Cooperative (Co-op) Nonprofit Organization Government Organization Province Alberta British Columbia Quebec New Brunswick Yukon Nova Scotia Manitoba Ontario Saskatchewan Prince Edward Island Newfoundland and Labrador Northwest Territories Nunavut ASO Type Budgeted In Arrears Active Benefits Life Insurance Accidental Death & Dismemberment Dependent Life Short Term Disability Long Term Disability Critical Illness Drugs Major Medical Paramedicals Vision Out Of Country & Province Dental Spending Accounts Employee & Family Assistance Program Virtual Healthcare Financial Awareness Carrier Pull data for accounts that have the selected benefit(s) with the selected carrier(s). Life Insurance Accidental Death & Dismemberment Dependent Life Short Term Disability Long Term Disability Critical Illness Drugs Major Medical Paramedicals Vision Out Of Country & Province Dental Employee & Family Assistance Program Virtual Healthcare Financial Awareness Select the carriers you would like to pull for the above benefits. AIG Allstate ASO Beneva Blue Cross Camden Canada Life Co-operators Cowan Insurance Group Desjardins Dialogue Empire Life Enriched Academy Equitable Life Fenchurch Gotodoctor Great-West Life Green Shield HumanaCare Industrial Alliance Johnston Group La Capitale Manulife Financial Maple Medavie Blue Cross Orion RBC Insurance Simply Benefits SSQ Sunlife Wawanesa Columns include Company Status Nature of Business Size Industry Business Type Province ASO Type Stop Loss Experience Rate Guarantee Pooled Rate Guarantee Effective Date Period Start Period End Commission Premium 4. Once the filtered as selected, click on the "Generate Report" button to view the created report. 5. After the report has been generated, you can download the CSV by navigating to the "Download" button.

1. In your Metric CRM account, as a Principal Advisor click on the “My Brokerage” tab located in the top right corner 2. Select “Details” to view your brokerage Basic Information and Billing 3. Navigate to “Edit” under Basic Information to update*; Brokerage Name Contact Email Phone Multi-factor Authentication (MFA) Unit/Suite Street Address City Postal Code Province 4. Once all the details have been updated, select “Update Brokerage” to apply all the changes immediately to your Brokerage Account. *License Type and License Cost cannot be updated via the Brokerage details. If you have any questions about your license cost, please contact support@metricsolutions.ca

1. In your Metric CRM account, as a Principal Advisor click on the “My Brokerage” tab located in the top right corner. 2. Select “Details” to view your brokerage Basic Information and Billing. 3. Navigate to “Edit” under Billing to update your brokerage banking information and set up Credit Card or EFT payments. Credit Card After selecting to Edit the banking information, select "Credit Card (2.4% fee)" Navigate to the checkbox to authorize the withdrawal Click on “Submit” The Metric CRM system will redirect you to a secure CC form where you will be required to populate; Card Information Card Number Expiry Date CVC Cardholder Name Country and Postal Code Note: The email address for the Credit Card payment details will be automatically populated. Payments made through a Credit Card will be subject to a 2.4% fee applied on top of the monthly premiums. Electronic Funds Transfer (EFT) After selecting to Edit the banking information, select "EFT" Populate all the required details such as; - Account Holder Name (individual or business) - Financial Institution Number - Branch/Transit Number - Account Number Navigate to the checkbox to authorize the withdrawal Click on “Submit” All banking changes will become effective for the next billing cycle at the start of the following month.

1. In your Metric CRM account, as a Principal Advisor click on the “My Brokerage” tab located in the top right corner. 2. Navigate to “Advisors” 3. To add a new Advisor, select “Add Advisor” which will bring up a new pop up window to input all the Advisor details; Personal Information Security Permissions Address Information 4. Once all the information has been completed, click on “Purchase License” and the new Advisor will receive an email from noreply@metriccrm.ca with a link to the Login page and a temporary password.

1. In your Metric CRM account, as a Principal Advisor click on the “My Brokerage” tab located in the top right corner. 2. Navigate to “Prospects” where you will be able to see every Prospect from each Advisor under your Brokerage. Selecting any Prospect allows you to view all the details of the prospect profile. You can search for a Prospect in the Search tab or Apply Filters to find specific Prospects that match the selected criteria. 3. Navigate to “Accounts” where you will be able to see every Account from each Advisor under your Brokerage. Selecting any Account allows you to view all the details of the account profile. You can search for an Account in the Search tab or Apply Filters to find specific Accounts that match the selected criteria.

1. In your Metric CRM account, as a Principal Advisor click on the “My Brokerage” tab located in the top right corner. 2. Navigate to the “Files” tab. 3. Create a folder by selecting "Create Folder" 4. Input the Folder Name and click "Create" 5. Files can then be uploaded from your device into the folder by selecting "Upload File" Individual Files can also be uploaded without folders 6. All files can be downloaded or deleted by selecting the three vertical dots on the file row and clicking on "Download" or "Delete" Note: Files under your Brokerage tab are only available to Principal Advisors their Principal Support Staff

1. In your Metric CRM account, as a Principal Advisor click on the “My Brokerage” tab located in the top right corner. 2. Navigate to “Invoices” 3. Every monthly invoice will be available for download. 4. Once downloaded, each invoice would contain the following information; Invoice Period (i.e. March 2025) Status Paid Pending Number of Licenses and Cost per license Add-ons Applicable taxes Total Invoice Amount 5. Invoices are generated on the 1st of every month and premiums billed on the 10th of every month.

1. In your Metric CRM account, as a Principal Advisor click on the “My Brokerage” tab located in the top right corner. 2. Navigate to “Contacts” 3. All recurring or important contacts can be added to the Account. You can Add, Edit or Remove contacts which would appear under "Default Contacts" when an Advisor or Supporting Staff from your brokerage adds contacts to their Prospect or Account. Adding a Contact To add a contact, select "Add Contact" In the pop-up window, input all the details to complete adding the contact: First Name Last Name Email Birthdate Phone Type Admin Signing Authority Salesperson Insurer Underwriter Other Company Description Notes Editing a Contact Any existing contacts can be updated by selecting the three vertical dots on the row of the contact and clicking on "Edit" Once the details have been updated, select "Update Contact" to save the new information. Removing a Contact Any existing contacts can be deleted by selecting the three vertical dots on the row of the contact and clicking on "Remove" In the new pop-up window, select "Delete" to remove the contact.

1. In your Metric CRM account, as a Principal Advisor click on the “My Brokerage” tab located in the top right corner. 2. Navigate to “Amendments” 3. All amendments created for Prospects and Accounts under your brokerage will appear in this view and can be Viewed & Edited or Removed. Amendments can also be Filtered. Viewing or Editing an Amendment You can View or Edit an amendment by selecting the three vertical dots in the row within the amendment and selecting "View Amendment" You can edit any portion of the amendment; Status Pending Signed Cancelled Completed Effective Date Date Sent Date Signed Uploaded Amendment Files To save the changes you've made to an amendment select "Update Amendment" Removing an Amendment You can delete an amendment by selecting the three vertical dots in the row within the amendment and selecting "Remove Amendment" Once selected, a pop-up window will appear where you will click on the "Remove Amendment" button to delete the amendment. Apply Filters You can search for amendments through the Search bar or select "Apply Filters" Select the filters you need and click on the "Apply Filters" button at the bottom of the pop-up to see the list of the amendments that fit your criteria.

1. In your Metric CRM account, as a Principal Advisor click on the “My Brokerage” tab located in the top right corner. 2. Navigate to “Reports” 3. Reports allow Principal Advisors to view and download reporting information on all Accounts, Prospects, Renewals, and Commissions for all the advisors under the brokerage. 4. There are two sections of the Reports tab: Custom Reports - Reports that are created by saving applied Filters to Available Reports. Available Reports - Reports provided by the Metric CRM system 5. Each report allows you to select all the filters you want to pull the data on: Account Report View all accounts data Prospect Report View all prospects data Renewal Report View all accounts with renewals within a specific date range Projected Commission Report View detailed data about projected commissions based on premiums and commission percentages in a specific date range Received Commission Report View detailed data about received commissions based on premiums and commission percentages in a specific date range 6. Once the filters are selected, the report can be saved as a Custom Report with a Report Name & Report description or generated to view and download your report.