Portfolio intelligence
See the firm’s work. Set the firm’s standard.
Every client on the firm’s file in one list, who looks after them, and the checklist every placement in a line starts from. For the people who run the brokerage.
Portfolio
Sample
Sample data
Placements
148
Hours saved
1,240
Value delivered
€74,400
Hours saved each month
J
F
M
A
M
J
J
A
S
O
N
D
Firm scorecards
General liability
14
items
Firm standard
Cyber
15
items
Firm standard
Property
11
items
Firm standard
Know the book
Every client, and who has them.
The firm’s documents, read once, become a list the whole firm can search.
Every client, one list
Client, industry, size, and the brokers looking after them, across the whole firm, with the count at the top.
Who handles what
Search before you approach a prospect to see whether a colleague already has them, and spot accounts where two brokers may be working the same client.
Corrected where it is read
Industry, size, and description are read from the client’s documents, and can be corrected on the client’s page.
Your standards
Your checklist for each line, as the firm’s standard.
Save the questions you ask of every offer in a line of business as a scorecard, and make it the firm’s standard. Vantel can propose it from a typical wording or last year’s submission, and you review every item before it goes live. Owners, editors, and viewers decide who can change it.
Generated from a typical wording or a past submission
Reviewed item by item before it goes live
One standard for every placement in the line
Scorecards
Sample data
General liability
14
items
Firm standard
Owner
Cyber
15
items
Firm standard
Editor
Property
11
items
Viewer
Proposed from a typical wording or a past submission. Every item is reviewed before it goes live.
Overview
Sample data
Value delivered so far
€117,000
1,170
hours of broker time saved across
120
placements
Placements a week, the last eight weeks
Projected value at scale
Cost savings
€975,000
Revenue growth
€75,000
Total value at scale
€1,050,000
The value, in money
See what Vantel is worth to the firm, in the firm’s own numbers.
The overview turns activity into a value story: value delivered so far, hours saved, and placements over time, from the comparisons your brokers actually run. Projected value at scale extrapolates from assumptions you can read and change: premium per placement, commission, hours saved, and a fully-loaded hourly cost.
Run the rollout
Know who is using it, and how it is reading.
Adoption you can see
Who has logged in, who has uploaded a document, and who has run a placement, so you know who needs a nudge.
Usage by team and office
Placements per broker or per group, week by week, with an export for your own reporting.
Feedback from the desk
Thumbs and comments on the analysis land in one log, showing where it reads your lines well and where it needs correcting.
Who sees what
Control that fits how a firm works.
Members and admins
Members do the work: upload, compare, and share scorecards. Admins also see the firm’s activity: the team, usage, feedback, and the portfolio.
Ownership stays personal
A placement belongs to the broker who created it. Being an admin lets you see a colleague’s work, not change it.
Visibility is the firm’s choice
Whether colleagues see each other’s reviews and documents, which email domains may be invited, and single sign-on are set for the firm.
A leaver’s work stays
Deactivating a member ends their access, not their placements: their documents and reviews stay, visible as the sharing setting says.
Questions brokers ask
