Be among the first to try Portfolio Intelligence in the Betterview platform. Start enhancing risk selection, reducing losses, and driving profitable growth with a clearer, data-driven understanding of risk distribution.
Know the health of your portfolio
Portfolio Intelligence combines detailed property data with big-picture portfolio analysis, delivering a more accurate and comprehensive view of your policies in force (PIF). By aggregating AI-driven insights across every property in your book, you can understand risk exposure, evaluate agency performance, and uncover new market opportunities—ensuring a more resilient and profitable portfolio.
Build a stronger, more balanced portfolio
Quickly assess portfolio health with pre-built tools that help reduce losses and improve overall risk management.
Optimise portfolio health
Don't rely on static reports and manual processes. Portfolio Intelligence integrates high-res aerial imagery, AI-powered detections, and key property insights into a single platform so insurers can better:
Assess health
Visualise risk distribution and highlight areas of concern, such as poor roof conditions.
Evaluate performance
Track regional and agency-specific risk trends for more strategic decision-making.
Segment risk
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.
Identify opportunities
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 Mutual
Unlock portfolio-wide property intelligence
Be among the first to experience property intelligence for your entire portfolio — in a single source of truth.