Portfolio reporting
Portfolio-wide answers.
Zero blindspots
Pricing, renewals, compliance, and every policy you manage benchmarked against the largest commercial-insurance market dataset, in one live dashboard.
Overview
Manage your portfolio from one centralized dashboard
Advocate dashboard
One source of truth
Everything you track, in a single view
The dashboard pulls every portfolio signal into one place so you see the whole book at a glance.
Pricing & benchmarks
Every policy scored against live market transactions
Renewals pipeline
Upcoming renewals sorted by urgency and gap to market
Compliance & gaps
Autonomous gap analyses flag coverage risk by asset type
Cases & tasks
Open work, overdue items, and case status tracked for you
Team-wide
One desk, one picture
Filter your work or the whole team's, and share the same live view across the desk.
CASES
Ask anything
Chat with your data to get answers to your toughest questions
Advocate chat
Benchmark-driven advice.
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