Portfolio Intelligence is coming

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Know the health of your portfolio

Gain a complete, all-in-one view of your portfolio’s health with pre-built intelligence in the Betterview platform. Easily visualize risk distribution to enhance portfolio resilience and reduce losses, segment your book by agent and region to optimize performance, and identify untapped market opportunities to drive growth.

Better understand risk exposure

Gain a clear view of risk distribution and portfolio health with pre-built tools to build a stronger, more balanced portfolio and reduce overall losses.

“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 testimony-logo

“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 Insurancetestimony-logo

“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 Mutual testimony-logo

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