After your customer has completed the form, Penbox allows you to seamlessly update the policyholder's information in BRIO PLW. Follow the steps below to ensure the updated data is integrated into your BRIO system.

---

Quick Steps

1. Log in to BRIO PLW.
2. Select Process Received Responses (Binnengekomen antwoord(en) behandelen).
3. Click on the row corresponding to the customer whose data you want to update.
4. Click Save to confirm the updates.

📽️

Tutorial: Watch the tutorial on how to update policyholder data.

Watch Online in NL

Watch Online in FR

From 1:07 in the video, you can see the steps for integrating the data.

---

Detailed Instructions

1. Access the BRIO Interface:
   Log in to your BRIO account and navigate to the section for managing customer data.

2. Select Received Responses:
   In BRIO, click on the icon for Binnengekomen antwoord(en) behandelen (Process Received Responses).

3. Identify the Customer:
   Locate the row in the list that corresponds to the customer whose data you want to update. Click on the row to select it.

4. 

   Review and Save the Updates:

• Review the updated data to ensure everything is correct.
• Click Save to confirm and apply the changes to the policyholder's information.

---

Additional Notes

• Validation: Always double-check the updated data before saving to ensure accuracy.
• Efficiency: Using this integration process saves time and ensures that the data collected via Penbox is directly applied to your BRIO system.

By following these steps, you can ensure that your campaign data is accurately integrated back into BRIO, keeping your customer records up to date and complete.