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Helps P&C insurers rapidly assess data maturity, identify governance gaps, and prioritize actions needed to build a reliable, business-aligned data strategy.
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Empowers P&C insurers to turn fragmented data into trusted, governed insight that strengthens underwriting, claims performance, and regulatory confidence.
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P&C insurers face growing pressure to improve underwriting accuracy, reduce claims leakage, and meet regulatory expectations while operating with fragmented data. A...
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This zip file is the collection of additional files used in extending Portfolio Manager to 48 months. The files are explained in the accompanying video.
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This 22-minute video is a comprehensive walkthrough of the process needed to join two Excel files in Portfolio Manager in supporting a 48 month reporting horizon.
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This video is a 7-minute demonstration of how to roll over your resource allocations to a new year in Portfolio Manager.
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This 8-minute video walks through the process for adding a new category column in Portfolio Manager.
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This video explains how to change the reporting currency in Portfolio Manager in 9 minutes.
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This video is a 7-minute walkthrough of the Exception report concept in Portfolio Manager.
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This is an 8-minute walkthrough of how to manage the report galleries in Portfolio Manager.
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