What is Brio - Portima?
Brio - Portima is Portima's Belgian platform for insurance brokers. Brokerage offices use it to manage their clients, policies and communication with insurers centrally and to streamline their administrative processes.
By connecting Brio - Portima to Cloud Group's Cloud telephony, you bring your communication and your client data together in one place. Your brokers see who is calling before they even pick up, can dial directly from the platform and don't have to log calls twice. This way you save time on every client contact and give every caller personal, professional follow-up.
