Channel | Sponsors | Portfolio


Contact Information:

25541 Commercentre Drive, Suite 100
Lake Forest, CA 92630

T: 949-789-6200

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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 reinsurance program 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.

Historically Portfolio dealers have issued over 3.3 million VSCs and warranties, with over $1.5 Billion in premiums, an earned loss ratio of 48%, plus accrued investment income of over $360 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, 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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