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Documentation Index

Fetch the complete documentation index at: https://docs.penbox.io/llms.txt

Use this file to discover all available pages before exploring further.

As a broker working in Brio, you can send a client a form to verify and update their client file, then import their response straight back into the Brio record — no copy-pasting and no chasing missing details by email. This guide covers the full round-trip for an individual (particulier) client file: sending the update form from Brio, and integrating the response once the client has completed it.

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Watch the walkthrough

Prefer to watch first? Pick your language.

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What you’ll build

By the end, you will have run a complete client-update round-trip that:
  • Sends an update form to an individual client directly from their Brio client file
  • Invites the client (with reminders, where appropriate) to verify, complete, or correct their information through a questionnaire
  • Imports the response back into Brio, letting you choose field by field which new values to keep
Estimated time: 5 minutes

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Send a client-update form

1

Open the client in Brio

Go to Brio and search for the client you want to send a client-file update form to.
2

Open Messages

Once you are on the client file, click the two arrows — Messages / Berichten.
3

Start a new form

Click envoyer une nouvelle demande / nieuw aanvraag versturen.
4

Check the recipient

You will see the contact details of the person the update form will be sent to. Confirm they are correct before sending.
5

Send the form

Click envoyer demande / aanvraag versturen.Your client then receives an invitation — and reminders, where appropriate — inviting them to complete a questionnaire to verify, complete, or modify their client information.

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Integrate the client’s response

Once the client has completed their client-file update, import the response into Brio.
1

Open Messages in Brio

Go to Brio and click the two arrows — Messages / Berichten.
2

Open incoming responses

Click traiter la / les réponse(s) entrante(s) / binnengekomen antwoord(en) behandelen. You will then see all the responses that have come in.
3

Select a response

Click the response you want to integrate.
4

Compare and choose what to import

You will see a page with the original Brio values on the left and the new values submitted through the update form on the right. Select the responses you want to import — and leave out the ones you don’t.
5

Save

Click enregistrer / opslaan to write the selected values back into the Brio client file.

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You’re done

You’ve sent a client-file update form from Brio to a client, and integrated their response back into the Brio record — keeping the client file current with no manual re-keying.

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What’s next?

Form Templates

Design the questionnaire clients fill in to update their file.

Form Notifications

Configure the invitation and reminders clients receive.