CaseMatrix

CaseMatrix is a purpose-built complaints management solution developed by Pro I Solutions to meet the evolving needs of regulated financial services — with a particular focus on the insurance sector.

CaseMatrix helps insurers, MGAs, and brokers turn complaints into meaningful insight. The platform supports complaints teams by streamlining the entire process, while also helping firms meet their Consumer Duty obligations. It makes it easy to evidence fair outcomes, flag and track vulnerable customers, and identify emerging risks before they escalate.

With real-time dashboards, root cause MI, automated workflows, and secure partner access, CaseMatrix brings control, clarity, and consistency to complaints handling — whether you’re managing a few dozen cases or thousands.

We’re trusted by a variety of businesses across personal lines and currently help clients manage anywhere between 500 and 10,000 complaints per year.