Portfolio Monitoring

Turn portfolio insights into automated actions.

Use your portfolio reporting data to trigger document collection, renewal proposals, and client updates automatically.

Collection notices

5,633

Last 30 days

Saved per week

16 hrs

From automations

Engagement uplift

3.2×

With clients

Monitor

Automated policy collection workflows.

Trigger collection notices and track expirations with our automated tasks. Request updated documents so policies are ready for review on time.

Automated renewal notice workflow: policy expiration, broker contact, and renewal certificate template converge into a drafted email.

Act

Generate renewal proposals with market data.

Support your marketing efforts with data-driven renewal proposals. Your clients want to know that you found the best priced policy — give them comfort you found the best placement for them.

Automated proposal workflow: market data, policy expiration, and placement data converge into a drafted renewal proposal.

Engage

Timely market updates for client engagement.

Advocate generates client-ready news, insights and talking points so your team has a reason to stay in front of customers.

Automated market watch workflow: news feeds, market data, and AI summaries converge into a client-ready market briefing.

Start automating your portfolio.
Today.

Pick the tier that fits your book and start the same hour — self-serve sign-up, no implementation calls required.

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