Portfolio tracking· Early access
Your book of business, without the spreadsheet.
Every policy in one view. Renewal windows surface before they bite, open conditions stay attached to the placement that owns them, and the full audit trail of what was reviewed and when stays visible to anyone on the team.
riskremedy.io / portfolio
284 active policies·12 renewing in 60d
Submission
14
Quoted
22
Bound — review pending
9
Active
232
Renewing < 60d
12
Insured
Line
Carrier
Renews
Open
Status
Cedarbrook Logistics
Property
Meridian Mutual
Jun 1418d out
3open
Needs attention
Northpoint Holdings
GL + Umbrella
Ardent Casualty
Jul 0236d out
1missing AI
In review
Hartwell Manufacturing
Property + BI
Brightmoor Insurance
Jul 2155d out
—
Clean
Selma & Co.
D&O
Crestline Specialty
Aug 0974d out
2exclusion
Needs attention
Ridgeline Capital
E&O
Halcyon Underwriters
Aug 2893d out
—
Clean
Halverson Properties
Property (SOV)
Westvale Assurance
Sep 11107d out
4COPE gaps
Needs attention
Last reviewed by RiskRemedy · 14 min ago · 3 new findings since prior audit
What it does
Three things your spreadsheet can't.
Renewal windows
Every policy on every line, surfaced 90, 60, and 30 days out. With a flag for the ones where the prior review found something you wanted to address before remarketing.
Open requirements
Every condition, every missing endorsement, every unresolved gap stays attached to the policy that owns it. You see what's outstanding at the placement level and at the book level.
Audit trail
Who reviewed what, when, and what was found. When a client asks why you didn't flag something three renewals ago, the answer is one click away, not one PowerPoint deck away.
Questions
How does Portfolio Tracking know what's outstanding?
Every analysis RiskRemedy runs (policy review, COI compliance, document comparison) writes its findings back to the policy record. Open conditions, missing endorsements, and unresolved gaps stay attached to the policy until they're addressed.
Does this replace my AMS?
No. Portfolio Tracking sits on top of (or alongside) your AMS. Where an AMS tracks billing, transactions, and contacts, Portfolio Tracking tracks the analytical state of each placement: what was reviewed, what's still open, what's due.
How do I get my book in?
Upload the documents you already have (declarations pages, binders, COIs). RiskRemedy extracts the structure and builds the portfolio view automatically.