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

Solution website

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

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