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25541 Commercentre Drive, Suite 100
Lake Forest, CA 92630

T: 949-789-6200

Email: [email protected]

Contact Person: Dan Haugen, Chief Sales Officer


About Portfolio

Because the Portfolio business model delivers the maximum benefit to the dealer principal, Portfolio agents typically get all of the business and enjoy a more permanent, high-level, and non-adversarial relationship with the dealer.

  • What Portfolio does: Founded in 1990 and a pioneer of the dealer reinsurance business model, Portfolio delivers comprehensive reinsurance company management services to automobile, RV, motorcycle and powersport dealers.
  • The Portfolio Difference: Portfolio’s policies protect all of the dealer’s rights of ownership in the company. The dealer’s company is structured for his or her true 100% ownership of the underwriting profits and investment income. We enjoy very stable long-term relationships with the dealers we share with Portfolio agents for this reason. As of early 2019, Portfolio dealers have issued over 5 million VSCs and warranties, with over $2.3 Billion in premiums, an earned loss ratio of 43%, plus accrued investment income of over $520 Million. This has resulted in dealer reinsurance company earned profits of over $1.5 million.
  • Unique Selling Proposition: No other program matches up across the board in delivering profitable benefits to the dealership owner. The dealer’s rights of ownership govern all of our policies and practices. As a result, our dealers make more money and Portfolio agents have seen growth in their business far exceed the underlying growth in the US automotive industry.
  • Comprehensive product line: Our very profitable Portfolio Protection product line includes vehicle service contracts, CPO and limited warranties, GAP, bundled products, lease protection, appearance protection, anti-theft, loyalty, maintenance, and other proven ownership protection products to meet the dealership’s brand strategy. Our products are all backed by stable A- Rated insurers and administered by the top warranty administrators in the nation.
  • The best agents: Portfolio has no employee agents and is proud to be represented nationwide by the best independent professional agents in the industry.
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(800) 576-8788

News and Updates

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UDS’s Randy Crisorio has agreed to serve as advisory board chair for Agent Summit X.

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The 2020 event is scheduled for May 3–6 and will take place at The Cosmopolitan for the first time.

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From intellectual property and agency M&A to dealer prospecting and F&I development, there was something for every attendee in search of a competitive edge.

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The Summit provides a great forum for industry professionals to meet and learn from each other.

-Greg Petrowski, Senior VP, Secretary and Treasurer, GPW and Associates

This, as you know, is a must-attend event – as high performers are aware – and the key is in the ignition

-Randy Crisorio, President and CEO, United Development Systems/BBDS

Change starts with education, and each Agent Summit provides new and exciting ideas to assist agents with the management of change.

-Elle Artison, CEO, Paul Webb Training

This is a vital opportunity for the agent community to get the most up-to-date information on topics of relevance.

-Andrew Weill, Principal, Weill & Mazer