Quickly assess portfolio health with pre-built tools that help reduce losses and improve overall risk management.
Visualise risk distribution and highlight areas of concern, such as poor roof conditions.
Track regional and agency-specific risk trends for more strategic decision-making.
Filter and analyse portfolios based on AI-driven risk scores, custom flags (e.g., homes with trampolines, old roofs, or missing defensible space), and third-party data integrations.
Leverage portfolio-wide intelligence to refine target markets, optimise pricing, and drive profitability.
“Portfolio Intelligence brings a lot of value to me, with these pre-built insights, I can get to the portfolio-level risk exposure much faster than ever before, and make more accurate underwriting and claims decisions.”
Shawn Kain, SVP & Chief Underwriting Officer, Utica First Insurance“This tool is very helpful when we do agency reviews. I can identify the agencies that are underperforming, give these insights over to my underwriting manager for re-underwriting effort. Now I'm doing a surgical strike on my book of business on what matters most, which is more time efficient, more payroll efficient, and more budget friendly.”
Rob Jacobson, CEO & President, Rockford Mutual Insurance“I can look at the property concentration map and some of these bare spots and ask, ‘Why don’t we have any insured in this area? Which agent would I talk to in that geographic area?’ This helps us identify opportunities to grow.”
Jonathan Becker, VP of Underwriting, Vermont MutualBe among the first to experience property intelligence for your entire portfolio — in a single source of truth.
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