The operating system for multi-property insurance.
Portiqo replaces fragmented spreadsheets, email threads, and disconnected systems with a structured workflow — from master policy to renewal.
01 The foundation
Start with the master policy.
Everything in Portiqo starts with the master policy. Define your coverages, limits, and rate structure once — and Portiqo embeds that logic across every workflow, ensuring consistency and accuracy.
- Coverage, limits, and rate structure defined once
- Logic applied across quotes, binds, and renewals
- A single source of truth — no manual inputs
02 Quoting workflow
Structured quoting in a single workflow.
Select your master policy, enter property details, and Portiqo automatically applies the correct rates and coverage logic. Portiqo flags errors — like underinsured values — before they happen.
- Auto-apply rates and coverage from the master policy
- Real time validation prevents underinsurance and errors
- Generate, share, and advance quotes in one place
03 Lifecycle management
Track every property from quote to close.
Portiqo tracks each step — quoted, approved, bound — and generates certificates, invoices, and documentation instantly, all tied back to the policy. Mid-term changes update everything automatically.
- Status flow: Quoted → Approved → Pending → Closed
- One-click certificates, invoices, and EOI updates
- Cancel or update coverage in seconds and generate documents immediately
04 Reporting
Real-time reports, no spreadsheets required.
Generate reports on adds, cancellations, renewals, and active properties on demand. Export clean reports your clients and carriers can rely on.
- Add-ons, cancellations, renewals, and corrections
- Active and covered properties at a glance
- Excel-ready exports with carrier-grade data
05 Renewals
Renew portfolios in bulk.
Update values, review changes, and bind multiple properties at once. Certificates are generated and delivered automatically, so renewal season stays on schedule.
- Bulk update values and review changes
- Bind multiple properties in a single action
- Auto-generated, auto-delivered certificates
The result
A structured system that brings control to every part of the workflow.
Less manual work
Replace spreadsheets and email threads with a single workflow.
Reduced risk
Validation and policy logic prevent costly errors before they happen.
Faster execution
Quote, bind, and renew in minutes — not days.
Full visibility
Real-time reporting across every master policy and property.