New Fall 2020 Dates and Location Coming Soon

Portfolio

Portfolio
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Contact Information

Address:

25541 Commercentre Drive, Suite 100
Lake Forest, CA 92630

T: 949-789-6200

www.PortfolioReinsurance.com

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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Contact Us:

(800) 576-8788

News and Updates

img Crisorio to Lead Advisory Board for Agent Summit X

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

img Agent Summit Returns to Vegas, Moves to New Location

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

Testimonials

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

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

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

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