Finance & Insurance
Software for finance and insurance teams that need to stay organized.
You need something dependable to stay organized and connected. BRIO builds software for policy tracking, claims, team management, and customer experience, with compliance built in.
Secure, auditable systems
Tools for teams in the field
Client data in one place
From strategy through support
Finance & insurance solutions
Centralize client data for smarter decisions
Whether your teams work in the office, from home, or travel to accident and damage scenes, they need tools that keep information organized and customers informed.
We understand today’s insurance and financial services landscape, and build software that makes employees more effective and delivers exceptional customer experiences, like the native iPad app that sends insurance quotes from classic car shows straight to clients’ inboxes.
We help teams with
- Policy tracking
- Claims information
- Team and employee management
- Lead capture in the field
- Compliance-ready reporting
Solutions
Finance and insurance solutions
Employee Management
Recruit, hire, train, and optimize people-focused processes, with effective onboarding.
Streamlined Operations
Agile, compliant software that reduces complexity and enables growth.
Cybersecurity
Protection against breaches, and tools to respond, so systems stay up.
Mobile Quote Apps
Native apps that capture leads and send quotes from the field.
Client Data Platforms
Salesforce and custom systems that keep client data centralized.
Financial Reporting
Dashboards and reporting that support compliance and decisions.
Our process
How we deliver finance and insurance projects
Here’s what happens at each step, what we’ll ask of you, and what you’ll have when it’s done.
Discover
We learn your teams, clients, and requirements.
Document
Requirements, data, and compliance needs.
Develop
Short cycles you review along the way.
Deploy
Launch and training.
Repeat
Support and improvement over time.
Case studies
Finance and insurance work
Yes. We built a native iPad app that lets insurance agents capture leads and send quotes from car shows.
Yes. We implement and customize Salesforce to centralize client data and support compliance.
We build with security and compliance in mind and help protect systems against cyber threats.
Get started
Let’s organize your operations
Tell us about your teams and your clients. We’ll follow up to set up a discovery call.
What happens next
We review your note and follow up
A discovery call with a BRIO consultant
Clear recommendations and next steps
We only use your information to respond to you.