For clients to visualize the
Brio process, Brio has built
the most powerful software
in the industry.

The Brio Benefits Dashboard seamlessly tracks progress, helping you realize current success, and envision the future of your benefits plan. The dashboard not only tracks client success, but we believe we are the first benefit advisor to ask clients to rate our performance to be tracked as well.Access the Dashboard here.

Track 8 critical KPIs with the Brio Dashboard


VALUE PERCEPTION

COMMUNICATION

COMPLIANCE

TECHNOLOGY

COST-CONTAINMENT

LIFESTYLE

RETIREMENT

ADVOCACY
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