Portfolio Monitoring Agent
Gain real-time visibility into your MGA's portfolio. Monitor placements, cedent performance, and exposures. Identify renewal risks and optimize portfolio composition based on live market data and performance analytics.
The Portfolio Monitoring Challenge
Placement data scattered across multiple systems and spreadsheets
Cedent performance metrics require manual compilation and analysis
Real-time exposure visibility impossible without complex aggregation
Renewal timing and risk identification often missed until renewal season
Market intelligence and competitive placement analysis manual and outdated
Portfolio optimization decisions lack data-driven analytics and scenarios
Risk concentration and accumulation invisible until problems emerge
Result: MGAs make portfolio and renewal decisions based on incomplete data, missing opportunities for better placements and causing preventable renewal losses.
How the AI Agent Works
Real-Time Data Aggregation
Automatically collect placement data from all systems (AMS, carrier portals, bordereaux, claims systems). Consolidate into unified, real-time portfolio view.
Placement & Cedent Analysis
Analyze each placement for performance, profitability, and renewal risk. Track cedent health, claims frequency, and payment history automatically.
Exposure Monitoring
Monitor portfolio exposures in real-time. Track risk concentration, accumulation by geography/class/carrier, and identify aggregation concerns early.
Renewal Risk Identification
Identify high-risk renewals before they occur. Flag cedent performance issues, carrier capacity changes, and market shifts that impact renewability.
Portfolio Optimization & Scenarios
Model portfolio optimization opportunities. Analyze carrier relationships, pricing changes, and reallocation strategies to maximize ROE and margin.
Business Impact
22% ROE Improvement
Data-driven portfolio optimization and resource allocation
→ Direct financial performance improvement
90% Faster Decisions
Real-time data replaces manual analysis and reporting
→ Act quickly on market and renewals
100% Visibility
Real-time portfolio dashboard with all key metrics
→ Proactive management vs. reactive firefighting
Renewal Risk Prevention
Identify at-risk renewals 90 days in advance
→ Prevent $500K+ in renewal losses annually
Market Intelligence
Live carrier appetite and placement opportunity data
→ Better placement strategy and pricing
$300K-500K Annual Gains
From optimized portfolio and prevented losses
→ Direct bottom-line improvement
Key Features
Real-Time Dashboard
- Portfolio overview and performance metrics
- Cedent performance and health tracking
- Renewal timeline and risk alerts
- Exposure and concentration analysis
Intelligent Alerts
- High-risk renewal identification
- Carrier capacity and appetite changes
- Premium and margin deterioration
- Market shift and opportunity alerts
Analytics & Reporting
- Performance by cedent, carrier, and class
- Profitability and ROE by placement
- Loss ratio and claims trend analysis
- Portfolio composition and optimization
Strategic Tools
- Portfolio scenario modeling
- Carrier relationship analysis
- Market opportunity identification
- Renewal optimization recommendations
Seamless Integration
The Portfolio Agent connects to all your business systems for complete visibility.
Data Sources
- Agency management systems (AMS/Salesforce)
- Carrier portals and placement systems
- Bordereaux and reporting data
- Claims and loss history data
Output & Insights
- Real-time executive dashboard
- Renewal and risk alerts
- Portfolio optimization recommendations
- Performance analytics and reporting
ROI & Implementation Timeline
Quick data integration and dashboard setup
ROI positive from better decisions
Per MGA from portfolio optimization
Ready for Real-Time Portfolio Visibility?
See how the Portfolio Agent enables data-driven MGA management.
Schedule Demo