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Portfolio Batch Rating

Review and analyze your entire policy portfolio.

Risk Analysis

You can literally slice and dice your entire portfolio of "Policies in Force" (PIF) to review and analyze it against the marketplace. Load in a new rate book to see "reality forecast" displacement, before it's filed with the regulators; or more importantly, before it hits the street.

Broker Re-habilitation

Thinking of canceling that brokerage? Don't throw the baby out with the bath water. Understand the brokerage PIF by PIF. It can be done easily and allows a more pragmatic, empirically driven approach to dealing with those brokerages in need of... "re-alignment".

Mergers and Acquisitions

Want to "really know" what you're getting into? Really understand the other company's portfolio before you buy; does it mirror or conflict with yours? Save time, money and frustration dealing with issues arising from portfolio mergers and acquisitions... "If we had only known that, before we did this!"

Scoring

Drive a more complete analysis of what and how your underwriting is performing, and where its performing. Use your claim overlays to further drive quality underwriting. Virtually create a classless underwriting schema, because after all, all 016 drivers are not alike. Let PBR and PBRplus help strengthen your underwriting control and improve your bottom line results.

Building innovations to help you build profitable portfolios.

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Sales Information

Colleen Rolland

Vice-President Corporate Sales & Service

Telephone: 1-905-690-3687
Toll Free: 1-800-265-0808 (x4400)
Email: Colleen Rolland

Suzana Leslie

Sr. Account Executive, Corporate Services Division

Telephone: 1-905-333-4545
Toll Free: 1-800-265-0808 (x4279)
Email: Suzana Leslie

System Requirements

The basic requirements for software performance.

Get the tools you need to succeed. We recommend your computer meets or exceeds the minimum system requirements.

Desktop Installation

  • Intel Pentium III 600MHz or higher
  • Microsoft Windows 2000 or XP
  • 128 MB of RAM or higher
  • MSSQL 2000, 2005
  • Microsoft Access ’97, 2000, 2002
  • dBase 5.0
  • Internet Explorer 5.0 or above
  • 2 Button mouse
  • 256 Colour monitor

PBR & Co-Parison Report

Although Portfolio Batch Rating has been developed as a complement to Co-Parison Report, we recommend the two applications be installed on separate systems and PBR be installed locally and not on a network.

Support

Need help or have technical questions about your software?

If you're a current Portfolio Batch Rating client contact us at...

Toll-free: 1-800-265-0808
Fax: 1-888-245-4450
Email: Customer Support


The Perfect Complement

Portfolio Batch Rating and the Co-Parison Report service are like yin and yang - two forces that flow into each other and work in harmony to help bring the desired power, balance and control to your portfolio.