Gain complete portfolio intelligence

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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. 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

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

“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 Grouptestimony-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

Scale your insights

Portfolio Intelligence transforms portfolio management by aggregating high-resolution aerial imagery, AI-powered risk detections, and key property insights into a single platform. Instead of spending weeks compiling spreadsheets and static reports, insurers can now:

Assess health

Visualize risk distribution holistically and identify areas of concern, such as high concentrations of poor roof condition.

Evaluate performance

Track regional and agency-specific risk trends for more strategic decision-making.

Segment risk

Filter and analyze 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, optimize pricing, and drive profitability.

Ready to upgrade your insights?

Be among the first to experience property intelligence for your entire portfolio — in a single source of truth.

Demo Portfolio Intelligence