Portfolio Intelligence within the Betterview platform is a pre-built solution for insurance carriers, which provides a holistic view of their risk exposure, agency performance, and overall portfolio health.
Overview
Typically, insurance carriers rely on physical inspection reports, hazard models and historical analysis as a basis for manual analysis on individual properties. To do this for an entire portfolio is a long and tedious process. Portfolio Intelligence transforms the way in which insurance carriers manage and analyze portfolios. It builds upon the individual property intelligence, aggregating property insights and risk scores from the Betterview platform to provide carriers with the potential to unlock portfolio-level analysis remotely to:
- Enhance portfolio resilience and reduce losses by understanding risk distribution and portfolio health
- Optimize agency and regional performance and efficiency
- Identify untapped market opportunities to develop strategies and drive profitable growth
IMPORTANT: You need to obtain a separate subscription for the Portfolio Intelligence product.
Portfolio Intelligence allows you to view and analyze your portfolio data is so many ways some of which include:
- Distribution of Roof Spotlight Index(RSI) scores
- Vulnerability score for different weather events - wildfire, hurricane, hail, and wind
- Visual summary with the property heatmap
- Customized flags
- Segment by agent
Let's now see how to access and use Portfolio Intelligence.
Accessing Portfolio Intelligence
Log in to your Betterview workspace and select Portfolio Intelligence from the menu in the left.
The Global view is displayed.
With Portfolio Intelligence, you can analyze your property portfolio at global, regional and individual property levels.
In addition, you can export this data from any view and update the property profile to make adjustments to the premium amount, assigned agent and other related parameters.
