Ravical &
Brio (Portima)
Connect your agentic AI directly to Brio (Portima) and unlock instant access to insurance brokerage data, client policies, and portfolio records—powering smarter, data-driven advisory workflows.
Request a demo
Ravical connects the tools you already use, so you can deliver faster insights without adding complexity.
Ready to connect
Brio (Portima)
?
01
Ravical reads insurance portfolio and client data to surface advisory opportunities and coverage gap analysis
Ravical connects to Brio's insurance broker management environment, reading policy portfolios, client profiles, renewal schedules, and coverage data. AI agents identify advisory opportunities — coverage gaps, renewal triggers, and life event signals — across your entire Belgian insurance client base.
Policy portfolio scanning | Ravical monitors Brio policy data for coverage gaps, upcoming renewals, and life event triggers that warrant proactive client conversations
Renewal-triggered advisory | Upcoming policy renewals in Brio trigger comprehensive advisory reviews, ensuring clients receive timely coverage optimization recommendations
Coverage gap detection | Ravical analyzes the full client coverage picture from Brio to identify underinsured positions and cross-selling opportunities
02
From broker administration to advisory revenue: Brio and Ravical working together
Brio manages your Belgian insurance portfolio operations. Ravical activates them for advisory conversations. Together, they create a systematic approach to identifying and delivering insurance advisory value at scale — ensuring no client renewal or coverage gap is missed.
Proactive renewal advisory | Ravical converts upcoming Brio renewals into structured advisory briefings, ensuring advisors arrive at every renewal conversation fully prepared
Life event monitoring | Client changes in Brio — new policies, cancellations, and updates — trigger relevant advisory conversations about broader financial protection needs
Portfolio-wide opportunity identification | Ravical scans the full Brio client portfolio for coverage optimization opportunities, not just the renewals coming up this month
Frequently Asked Questions
What if I can't find my tool?
Is there a cost to connect my tools?
How long does it take to set up a connection?
What support do you provide to partners?
Can I set up the connection myself?
What if I can't find my tool?
