Modules
- Finansiel rapportering
- Kasserapportering
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.
Other popular connectors
- Hvad er BrightAnalytics?
BrightAnalytics er den mest intuitive, pålidelige og hurtige ledelsesrapporteringsplatform, der dækker alle behov for ledelsesrapportering og konsolidering.
- Hvilke rapporteringsmoduler tilbyder BrightAnalytics?
BrightAnalytics, ledelsesrapporteringsplatformen, tilbyder 3 forskellige rapporteringsmoduler. Grundmodulet dækker finansiel rapportering og kan udvides med kontant- og/eller operationelle rapporteringsmoduler.
- Hvordan fungerer BrightAnalytics?
- Opret forbindelse: BrightAnalytics forbindes med regnskabs-, ERP- og CRM-systemer og centraliserer alle data i BrightAnalytics-platformen.
- Rapporter: Standardskabelonerne i BrightAnalytics er klar til brug med det samme, men kan skræddersys, så de passer til ens behov.
- Analyser: Ledelsesrapporter og dashboards tilbyder et væld af oplysninger og giver straks klar indsigt i tallene for hele organisationen.
- Engagere: De klare rapporter bidrager til en bedre strømlinet forretningsstrategi og -udførelse og sikrer gennemsigtighed i virksomheden.
- Hvordan tilslutter jeg BrightAnalytics til min pakke?
Dette er kun muligt efter at have kontaktet en af vores kolleger i kundeservice. De danner bro mellem kunden og forretningsanalytikerne og sikrer, at forbindelsen mellem jeres pakker fungerer gnidningsløst.