Workflow · Analytics
Portfolio Risk Management
Runs a portfolio-wide insurance review for a sponsor, holding company, or parent. It extracts policy data across portfolio companies, validates the entity map, builds a coverage matrix, and surfaces gaps plus pooling, consolidation, limit, retention, renewal-alignment, and carrier-concentration opportunities — then assembles a portfolio report. You make every final judgment.
What goes in
Portfolio context (parent/sponsor, subsidiaries) and the policy, exposure, and loss data per company.
What you get
A portfolio risk-management report: coverage matrix, gaps, pooling/consolidation opportunities, limit/retention comparison, renewal calendar, and optimization options.
How it works
- 1Define the portfolio: capture the parent/sponsor and subsidiaries, then upload policy, exposure, and loss data per company.
- 2Extract and map: SoterAI extracts policy data by company and builds an entity map for you to confirm before any analysis.
- 3Matrix and scan: it builds a portfolio coverage matrix and runs an optimization scan across pooling, consolidation, limits, retentions, renewals, and carrier concentration.
- 4Report: a portfolio risk-management report with gaps, opportunities, a renewal calendar, and an options menu.
Related pages
What this workflow delivers
A portfolio risk-management report: coverage matrix, gaps, pooling/consolidation opportunities, limit/retention comparison, renewal calendar, and optimization options.
8+ hours
- Guided step by step, no blank page
- Owners and follow-up on every run
- Human review before sign-off