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Let’s get you up and running with data from Portima Brio

Modules

  • Financial reporting
  • Cash reporting

Category

  • ERP

Integration Type

  • On-Premise

Portima Brio

The integration

BrightAnalytics centralises all policy, claims, and client data from Portima Brio into a single platform, allowing you to endlessly combine these numbers to gain real-time insight into the commercial and operational performance of your brokerage.

BrightAnalytics automatically transforms the data from Brio into clear and interactive dashboards, graphs, and reports, creating a visual layer on top of your broker management system. In BrightAnalytics, all your key metrics are immediately available, from portfolio growth and claims ratios to commission analysis and commercial targets.

About Portima Brio

Portima Brio is the market-leading management software for insurance brokers in Belgium. It serves as the central engine for the brokerage, handling everything from policy administration and claims management to digital signatures and customer communication via MyBroker. The platform is designed to digitize administrative workflows and ensure compliance with sector regulations.

Portima Brio integration

The BrightAnalytics platform integrates seamlessly with Brio and other accounting/ERP/CRM software.

Centralise all your businesses in one platform and automate all your management reports in no time.

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  • What is BrightAnalytics?

    BrightAnalytics is the most intuitive, reliable and fast management reporting platform that covers all needs on management reporting and consolidation.
  • Which reporting modules does BrightAnalytics offer?

    BrightAnalytics, the management reporting platform, offers 3 different reporting modules. The basic module covers financial reporting, and can be extended with the cash and/or operational reporting modules.
  • How does BrightAnalytics work?
    1. Connect: BrightAnalytics connects with accounting, ERP and CRM systems, and centralises all data in the BrightAnalytics platform.
    2. Report: The standard templates in BrightAnalytics are immediately ready for use, but can be fully tailored to suit one’s needs.
    3. Analyse: The management reports and dashboards offer a wealth of information and immediately provide clear insight into the figures of the entire organisation.
    4. Engage: The clear reports contribute to a better streamlined business strategy and execution, and ensure transparency within the company.
  • How do I connect BrightAnalytics to my package?

    With our BrightSync we connect to more than 400 data sources. One of the biggest USP’s of the solution is our possibility to connect with every system.