Penbox for BRIO brokers

Your cases now have agents.

Connected to BRIO and Outlook, they collect information, follow up with your clients and keep every case up to date. Nothing gets lost. Nothing gets forgotten.

See a demo

Activate my agents

Outlook + BRIO · Individual and shared mailboxes

SEARCH SCREENACTIVITIESPORTIMA CONNECTMYBROKERSELECTIONSACCOUNTINGLAURENT CAMILLEDB21991 - LAUR

AccessPoliciesPolicyholder risk objectsRisk objects, all rolesPolicyholder claimsClaims, all rolesUser activity logPolicyholder summaryRolesRelationsGroupsMandate managementOpen itemsPolicyholder premiumsPremium statisticsPolicyholder statementDirect debitsView MyBroker (Preview)MyBroker managementMyBroker requestsPortima Connect pricing

114/00•••

Marechal JeanVIP

Natural person - Policyholder - ENSpouse of Marechal Anne

ActivitiesPCSO+

Account managerCamille Laurent

Sales representativeNicolas Dubois

PortfolioLemaire

Client record25/01/2019

MyBrokerActive

AMLStandard

Emailjean.marechal@mail.be

Main addressAvenue des Tilleuls 14, 1180 Uccle

Date of birth04/03/1979

Age47 years 7 months

Sex - Marital statusMale - Married

NationalityBelgian

Broker Entry Point

Portima Connect

Brio Compare

Activities

Documents

Messages

Contact details

SummaryData and preferencesRelation / GroupDocumentsMyBrokerInternal management

PoliciesRisk objectsClaimsOpen itemsPremiumsPremium statisticsStructured messages

Claim referenceProducer ref.Insurer ref.InsurerParty

2026-05112629086459ATLAS ASSURANCESMarechal Jean

2026-05108629086459ATLAS ASSURANCESMarechal Jean

2026-05097629086459ATLAS ASSURANCESMarechal Jean

2026-05090629086459ATLAS ASSURANCESMarechal Jean

2026-05081629086459ATLAS ASSURANCESMarechal Jean

2026-05074629086459ATLAS ASSURANCESMarechal Jean

2026-05066629086459ATLAS ASSURANCESMarechal Jean

2026-05059629086459ATLAS ASSURANCESMarechal Jean

2026-05051629086459ATLAS ASSURANCESMarechal Jean

2026-05043629086459ATLAS ASSURANCESMarechal Jean

2026-05038629086459ATLAS ASSURANCESMarechal Jean

2026-05026629086459ATLAS ASSURANCESMarechal Jean

2026-05019629086459ATLAS ASSURANCESMarechal Jean

Outlook

New mailPenbox

Favorites

Inbox4

sinistres@lemaire.be

production@lemaire.be

Sent Items

Your agents never sleep.
And never forget.

Outlook

FileHomeViewHelp

New mailPenbox

Favoritessinistres@lemaire.be

Inbox

Drafts[74]

Sent Items

Deleted Items

Junk Email

Notes

Archive17

FocusedOther

Today

Jean Marechal

Accident with my Mégane yesterday09:00

MOTOR CLAIM

Accident with my Mégane yesterdayMOTOR CLAIM

Jean Marechal

To: Motor claimsMonday 9:00

Hello,Yesterday I had an accident with my Mégane, with another driver, at a junction.Kind regards,
Jean Marechal

AppsPenboxTB / MOTOR CLAIM People and rolesUnknown motor claim MarechalBRIO data, 0 of 6 linked

Vehicle 2

Policy

Claim 4

Policyholder insurer 1

Other insurer 1

Repairer 1

Agent at workCase up to date in BRIO9:05

Suggested next stepThe claim is analysed, but the accident report is missing.

Analysing the claimClaim analysedMégane · KBE120

Finding the next step

Following up with the clientClient followed up9:04

Adding the descriptionDescription added3 sentences

Syncing the email with BRIOEmail synced with BRIO1 email

Creating the activity in BRIOActivity created in BRIOReport reminder

Ask the clientSends the “Accident report” form to Jean Marechal, with automatic reminders.1

Choose another action2

An email comes in, the agent does the rest. Illustrative demo, fictional data.

9:02 · The email is opened.

Jean Marechal reports an accident. Vehicle, policy and cover found in BRIO.

9:04 · The client gets a reminder.

The accident report is missing. The agent has already asked for it.

9:05 · BRIO is up to date.

Claim opened, description written, email synced. All that’s left is the advice.

What your agents do

They handle the follow-up.
You handle the advice.

Collecting, chasing, filing, updating: everything that moves a case forward without needing your expertise. Your agents take care of it, in Outlook and in BRIO.

They collect. Client details and documents, with forms prefilled from BRIO. Nothing to retype.

“Accident report” formJean Marechal

PolicyholderJean MarechalBRIO

VehicleRenault Mégane · KBE120BRIO

Policy629086459BRIO

Date of accident

Accident reportconstat.pdfUploading…Received

They follow up. A document missing? The agent follows up. Politely. All the way.

Reminders · Accident reportPendingReceived

Request sentMonday 9:04“Accident report” form by email

Automatic reminderWednesday 9:00Reminder with a direct link to the form

Second reminderThursday 9:00With the case deadline

Report receivedThursday 14:12Linked to the claim in BRIO

They sync. Emails linked to the right case, descriptions written, BRIO updated. No copy-paste.

Received

Email received

Jean Marechal · constat.pdf

Done

Penbox agent

Links, summarises, writes

Synced

BRIO

Claim SIN-2026-05112

BRIO record updated

Description added3 sentences

Email and attachment filed2 files

Activity createdReport reminder

They keep watch. What’s in, what’s missing, who needs to act. Nothing falls through the cracks.

Case trackingSIN-2026-05112

Accident reportFollowed upReceived

Photos of the damageReceived

Garage quotePendingFollowed up

Expert reportUpcoming

Your turn: call Jean MarechalExplain the excess and the next steps.

From the first email to BRIO

It starts with an email.
It ends in BRIO.

New policy or claim: the agent gathers the context, collects the documents and follows every step. You step in when it matters.

Received

1 · Email received

Thomas Peeters

Insuring my new car

bon-de-commande.pdf

Found

2 · BRIO context

Existing clientCLIENT-1032

Home policyActive

Vehicle to insureNew

Complete

3 · Client intake

Prefilled formSent

Registration certificateReceived

Driving licenceReceived

Ready

4 · In BRIO

Motor quote prepared

Documents filed3

Activity createdIssuance

Ready for the account manager: issue Thomas Peeters’ motor policy.

Six everyday requests, one journey. Illustrative demo, fictional data.

You stay in control

The agent prepares.
You decide.

Every action is suggested, explained and logged in the case. Approve in one click, or let it run.

Approve in one click.

Form, signature, reply to the client: the agent prepares, you review, off it goes.

Or switch to autopilot.

Agents act on their own on what you hand over. You keep the full history.

Penbox tasks close automatically. BRIO activities can be created from Outlook.

For your clients

No more calls asking
“How’s my case going?”

For every case, the agent opens a temporary portal. One link, no account: the client follows progress, sends documents and sees what’s expected of them.

Fewer calls. Fewer slip-ups. More time to advise.

CLCourtage LemaireJean

Motor claimSIN-2026-05112

Accident on 6 October 2026

Claim in progressBeing reviewed by your broker

To do1Documents

Your claim formBefore 13/10Sent

Circumstances, photos, report and signature, in one guided flow.

Circumstances

Photos of the damage

Accident report

Signature

0 of 4 steps

Complete my claimSent to your broker

Appointment with the expertSoon

CLCamille LaurentYour account managerWrite

Handled by Camille L.Secured by penbox

Thanks, Camille has been notified.

One link, no account. Illustrative demo, fictional data.

Team tasks

CLCamilleOn leave0 tasks

Jean Marechal · My accident reportLanded in Camille’s inbox

NDNicolas2 tasks3 tasks

Process the reportJean Marechal · SIN-05112Camille’s inbox

Call the expert backEmma Dubois · SIN-04987

Check the quoteSophie Lambert · SIN-05120

SMSarah2 tasks

An email for Camille, picked up by the team. No forwarding. Illustrative demo, fictional data.

The whole office

Colleague out?
The case keeps moving.

Shared mailboxes, forwarded emails, holidays: the agents keep the thread. Nobody starts from scratch.

Management sees each team’s workload and deadlines. No spreadsheet needed.

Up and running in a day

Connect Outlook. Connect BRIO.
Your agents get to work.

01 · Connect Outlook

Create your account and connect your mailbox.

02 · Install the add-in

Just for you, or for the whole office in one rollout.

03 · Connect BRIO

Your agents find your cases and start following them up.

Now connected to

Your team’s questions

Before you activate your agents.

Do we need to replace BRIO or Outlook?

No. Your agents plug into your tools. Your teams stay in Outlook, and BRIO stays at the heart of the office.

What do the agents do in BRIO?

They find the right contact, policy, risk object or claim, write descriptions, sync incoming emails and create activities. Follow-up and automatic closing apply to Penbox tasks, not to existing BRIO activities.

Do agents act without approval?

Your call. Approve each suggested action, or let agents run on autopilot for what you hand over.

Does it work with a shared mailbox?

Yes. Shared mailboxes and hand-offs between colleagues are supported. The case keeps its full context, whoever picks it up.

Your cases move forward.
Your teams can breathe.

Meet your agents with our team, or connect your tools to get started.

See a demo

Activate my agents

Your cases now have agents.

Your agents never sleep.And never forget.

Your agents never sleep.And never forget.

Your agents never sleep.And never forget.

9:02 · The email is opened.

9:04 · The client gets a reminder.

9:05 · BRIO is up to date.

They handle the follow-up.You handle the advice.

They handle the follow-up.You handle the advice.

They handle the follow-up.You handle the advice.

It starts with an email.It ends in BRIO.

It starts with an email.It ends in BRIO.

It starts with an email.It ends in BRIO.

The agent prepares.You decide.

The agent prepares.You decide.

The agent prepares.You decide.

Approve in one click.

Or switch to autopilot.

No more calls asking“How’s my case going?”

No more calls asking“How’s my case going?”

No more calls asking“How’s my case going?”

Colleague out?The case keeps moving.

Colleague out?The case keeps moving.

Colleague out?The case keeps moving.

Connect Outlook. Connect BRIO.Your agents get to work.

Connect Outlook. Connect BRIO.Your agents get to work.

Connect Outlook. Connect BRIO.Your agents get to work.

01 · Connect Outlook

02 · Install the add-in

03 · Connect BRIO

Before you activate your agents.

Before you activate your agents.

Before you activate your agents.

Your cases move forward.Your teams can breathe.

Your cases move forward.Your teams can breathe.

Your cases move forward.Your teams can breathe.

Your agents never sleep.
And never forget.

Your agents never sleep.
And never forget.

Your agents never sleep.
And never forget.

They handle the follow-up.
You handle the advice.

They handle the follow-up.
You handle the advice.

They handle the follow-up.
You handle the advice.

It starts with an email.
It ends in BRIO.

It starts with an email.
It ends in BRIO.

It starts with an email.
It ends in BRIO.

The agent prepares.
You decide.

The agent prepares.
You decide.

The agent prepares.
You decide.

No more calls asking
“How’s my case going?”

No more calls asking
“How’s my case going?”

No more calls asking
“How’s my case going?”

Colleague out?
The case keeps moving.

Colleague out?
The case keeps moving.

Colleague out?
The case keeps moving.

Connect Outlook. Connect BRIO.
Your agents get to work.

Connect Outlook. Connect BRIO.
Your agents get to work.

Connect Outlook. Connect BRIO.
Your agents get to work.

Your cases move forward.
Your teams can breathe.

Your cases move forward.
Your teams can breathe.

Your cases move forward.
Your teams can breathe.