HORTUS Digital
Brello 360
Secure and compliant digitalization of business processes for infinite scaling of insurance brokerage companies.
Brello 360 is a Cloud – native solution for insurance brokerage companies that solves all operational challenges. Fully digital brokers workplace, integrated with Dynamics 365 Business Central for unassisted flow of financial information.
Financial operations tuned and automated for the needs of insurance brokers. 
Integration with insurance companies for automated proposal drafting.
Customer self service solution and included process automation by AI, to be released in H2/25, delivers infinite scalability for any brokerage.
Security by design and data protection at all levels ensure easy regulatory compliance.
Best solution for GDPR and DORA compliance.
Full Description
Client and Policy Management
- Centralized client database with full policy history
- Contact and interaction tracking (CRM-lite)
- Policy lifecycle tracking: quote → bind → renew → cancel
Quoting and Underwriting Support
- Integrated multi-carrier quoting engine
- Side-by-side quote comparison
- Automated pre-fill from previous quotes or external data sources
- Smart rules for underwriting eligibility
Commission and Financial Management
- Commission tracking (split, override, retroactive)
- Broker fee management
- Financial reporting dashboards
- Integration with Dynamics 365 Business Central
Renewals and Retention
- Automated renewal reminders and workflows
- Retention analysis dashboards
- Bulk renewal processing
- Customer outreach and documentation automation (email, SMS, PDFs)
Reporting and Analytics
- Built-in dashboards for:
- Book of business
- Commissions and renewals
- Custom report builder
- Export to Excel/BI tools
Compliance and Audit Support
- GDPR or other privacy regulation support
- License and certification tracking
- Audit logs and permission controls
- Retention period automation for data/files
Integration and Extensibility
- Plug-and-play with insurer systems (e.g., via API or EDI)
- Microsoft 365
- SSO (Single Sign-On) and LDAP support
- Marketplace of additional apps
System Administration & Security
- Role-based access control
- Multi-tenant support (for broker networks or franchises)
- Activity logging
- Cloud native solution
- Mobile access and responsive UI
Communication and Client Engagement – pending release in Q3/25
- Branded client portal or mobile app
- 24/7 policy access and downloads
- Live chat for service requests
- Mass communication tools (campaigns, newsletters)
USP
- Secure by design, protecting data at all levels – at rest, in transit and in the use
- Natively supports GDPR and DORA compliance requirements
- True Cloud scalability – serves companies from 1 to unlimited users
- Easy to implement
- Esay to extend and modify
- Live technology – version upgrades twice a year and without interruption
- Automation of data exchange between brokers workplace and accounting
- Automation of operations both for accounting and brokers
Keywords
Insurance Broker
Commission Management
Compliance (GDPR, DORA)
Dynamics 365 Business Central
Process Automation
Solution demo
Screenshots
Links
Specifications
Countries
Worldwide
Languages
Latvian
English
Industry
Financial Services
Professional Services
Products
D365 BC
D365 BC SaaS
Power Platform
Retail price range €
Starting 1000 € per month.
Implementation time
6-12 weeks
Complexity
Easy
(No training required)
Fair
(Follow online training)
Complex
(Extensive training course required)