Moduler
- Økonomisk rapportering
- Kontantrapportering
Kategori
- 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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Hva er BrightAnalytics?
BrightAnalytics er den mest intuitive, pålitelige og raske ledelsesrapporteringsplattformen som dekker alle behov for ledelsesrapportering og konsolidering.
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Hvilke rapporteringsmoduler tilbyr BrightAnalytics?
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.
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Hvordan fungerer BrightAnalytics?
- Koble til: BrightAnalytics kobler seg til regnskap-, ERP- og CRM-systemer, og sentraliserer all data på BrightAnalytics-plattformen.
- Rapportere: Standardmalene i BrightAnalytics er umiddelbart klare for bruk, men kan tilpasses fullt ut etter behov.
- Analysere: Ledelsesrapportene og dashbordene tilbyr en mengde informasjon og gir umiddelbart klar innsikt i tallene for hele organisasjonen.
- Involvere: De tydelige rapportene bidrar til en bedre strømlinjeformet forretningsstrategi og gjennomføring, og sikrer åpenhet innenfor selskapet.
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Hvordan kobler jeg BrightAnalytics til pakken min?
Med BrightSync kan vi koble oss til mer enn 280 datakilder. En av de største USPene ved løsningen er muligheten til å koble til alle systemer.