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Market: Residential and commercial contents insurance
End Users: Insurers and Brokers
Format: Various
Model: CIRCA Home, commercial
Your portfolio of insurance clients will include a wide range of policyholders, diverse in location, assets and coverage.
Portfolio Review gives you a more granular understanding of your policyholders to open up a world of opportunities for both you and your clients.
Enrich your portfolio book with useable data of relevance and build out insights to inform better outbound communications and risk management.
Using Portfolio Review, you can uncover which of your policyholders are:
The power is when you use this data to build out valuable insights that can help shape your marketing, quoting and renewals.
For example, you might discover that a higher proportion of apartment dwellers who rent are underinsured compared to owner occupiers. Or that your book in NSW is made up predominantly of owner occupier families with children under 12.