Job: show how traced in-force limits sit against stated appetite, and list policies whose schedules still do not sum.
Continuous portfolio monitoring that tracks composition vs. target allocations, identifies concentration buildups, alerts on policy limits being exceeded, and recommends rebalancing actions. Prevents portfolio drift and maintains strategic alignment.
Real-time portfolio composition vs. monthly reporting
Automatic alerts at 80% of concentration limits
Unauthorized line size escalation
Portfolio rebalancing recommendations
Maintain strategic allocation discipline
Daily portfolio composition monitoring
Quarterly board portfolio reporting
New business impact on portfolio balance
Concentration limit management and enforcement
Job: aggregate traced locations and limits into an exposure view, and list schedules that still have no as-at date.
Job: roll traced locations into peril accumulations and surface schedules that cannot be geocoded or summed.
Job: compute ratios from premium and claims files that already reconcile, and refuse a combined ratio when the year-cut is still a gap.