Track portfolio composition, concentration, and drift from target allocations. Alert on unauthorized line size increases.
Underwriters gradually drift from target portfolio allocations as they respond to market opportunities. Without real-time monitoring, portfolios become unbalanced with excessive concentration in certain lines, territories, or cedents.
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
Aggregate and analyze portfolio accumulations across treaties and policies. Real-time PML calculations and exposure monitoring.
Real-time catastrophe accumulation tracking with event-based alerting. Monitors named storm, earthquake, and cyber exposures.
Analyze loss ratios, expense ratios, and combined ratios by segment, territory, and underwriter. Identifies profitable and unprofitable accounts.