Know the health of your portfolio
Portfolio Intelligence is a pre-built insuretech solution within the Betterview platform that delivers a clear, data-driven view of insurance risk distribution. By aggregating AI-powered risk modeling, scores, and key property insights, claims adjusters and (re)insurers gain faster access to in-depth portfolio insights—enabling smarter underwriting, risk management, and growth strategies.
Enhance resilience
Quickly assess portfolio health to reduce loss and improve risk management with AI for insurance companies: pre-built to streamline assessments for data-backed decisions.
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Boost performance
Segment portfolios by agency or region with advanced data science to effectively evaluate performance, deliver support, and improve agent outcomes.
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Expand business
Simplify your understanding of portfolio risk through geographic data visualization with GIS for insurance to identify business growth based on wide-scale insights.
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Better risk insights
Visualize risk distribution in seconds
Color-coded maps highlight high-risk areas, such as properties with a low Roof Spotlight Index (RSI). These insights are powered by AI in insurance underwriting, ensuring more accurate risk assessment and reducing underwriting costs.
Advanced risk segmentation
With the ability to filter by custom flags, users can segment their portfolio based on personalized rules, like the presence of trampolines, pools, wildfire risks, etc. — providing granular control over portfolio analysis.
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Drill-down capabilities
Explore specific property clusters or individual locations for in-depth, actionable insights in one single source of truth.
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Smarter risk selection
Optimize agency performance
Assess agency performance based on RSI distributions, flagged risks, wildfire, flood, and hail scores, and other key indicators.
Map visualizations
Easily interpret agency performance through interactive visualizations.
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Export capabilities
Extract detailed property insights for efficient decision-making and collaboration with agents.
“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 Kein, YP of Underwriting, Utica First Insurance
“This Portfolio Intelligence is exactly what I've been talking to the Nearmap team about for the last couple of years about helping me better manage the book on a portfolio basis versus an individual exposure basis.”
Rob Jacobson, CEO & President, Rockford Mutual Insurance
“With this portfolio-level analysis we can identify individual agents that need more effort, and then help them be specific with how to do better. As a result, we can get to an overall better roof quality than before. We can start making it actionable with all that data.”
Chad Combs, VP of Underwriting, PL, Ohio Mutual Insurance Group
“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
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new market opportunities
Grow your portfolio
Map your entire portfolio to uncover geographical distributions, refine target markets, and drive profitability. With Portfolio Intelligence, insurers can easily identify areas with low policy concentration or no presence at all, and confidently develop strategies to expand the business.
Ready to upgrade your insights?
Move beyond fragmented property assessments and take a comprehensive approach to portfolio-wide risk analysis. Portfolio Intelligence helps carriers reduce losses, optimize underwriting strategies, and drive long-term profitability.
Try Portfolio Intelligence