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About Portfolio Intelligence
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…
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The Flagging System, explained!
There are currently 3 types of flags we identify: High, Medium, and Low Priority Flags. What triggers these flags are pre-determined rules set by each customer according to their own specific requirements and needs. For example, if your Organization considers Swimming Pools to be of a Medium Priority, we can set a rule so…
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Order History Page
The Order History page is located in the "hamburger" which can be found to the left of the Betterview logo in the image below. Once on the Order History page, you will be able to see all of the addresses that have been ordered in that workspace from all time. The purpose of this page is to show you if the order that was…
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Placing a Bulk Order
One feature that our customers find very useful is bulk ordering. This tool allows you to place an order for hundred to thousands of properties by dragging and dropping a CSV into our bulk uploader. To learn how, see below: Step 1: On the top left side of the Betterview Dashboard, click on the three lines. Step 2: Select…
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HVAC
Description Presence and count of heating, ventilation, and air conditioning units on roof. Why is this flagged? The number of HVAC units on roof leads to understanding of weight on roof and direct implication of roof replacement cost. Potential Implication The number of HVAC units on roof has direct implication of roof…
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Placing an Order using Coordinates
You can place orders in the Betterview system by using either the properties physical address or it's latitude/longitude coordinates. How to pull the coordinates depends on which Search Engine you use. Please note the Betterview system can only accept Latitude/Longitude Coordinates, we cannot accept Nautical Coordinates.…
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Score Past Imagery
There are two different ways you can have a past image scored rather than the most recent image. 1. The first way to score a past image is to fill out the "date_of_loss" column in the bulk order template. To learn how to upload a bulk order check out the Placing a Bulk Order Help Center article. 2. The second way to score…
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Betterview Roof Materials
Each Betterview property profile includes information about each building’s roof material. We work with a trusted network of data providers to gather these details. Betterview currently reports 7 common roofing materials: Asphalt Shingle Clay Tile Metal Panel EPDM Modified Bitumen PVC/TPO Ballasted Let’s take a closer look…
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Bulk Order Template Explained
When you download our template, you might be wondering what each of the column headers means and what the information will be used for. Here's a primer to explain that for you. Required columns (1) *Address (e.g. 123 Main St) Building number and street name (2) *City (e.g. San Francisco) (3) *State (e.g. CA) (4) *Zip (e.g.…
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Yard Debris
Description Presence of junk, scrap, goods, materials, etc. within the parcel boundary. Why is this detected on the platform? Accumulation of junk in the yard may signal a lack of pride of ownership, maintenance, and general up-keep. If these are lacking, any number of other risks may be continuing unchecked on the…