Operational intelligence at the speed of your business.
We navigate your most complex operations past the obstacles — training AI on your data, deploying it with people who know your industry, and guaranteeing the accuracy before we begin.
The Portage ApproachNot a generic AI model. Yours.
Built on your data, your documents, your workflows.
The documents behind specialty & life (re)insurance, private credit, and commercial real estate are complex. Generic LLMs are trained on the internet — not your business — and it shows. Portage AI eliminates manual data bottlenecks by selecting the right model for your use case, training it on your actual data, and deploying it with industry experts who review every exception. Accuracy guaranteed in writing, before we begin.
Your data stays yours.
We select the right model architecture for your use case and train it on your documents and workflows. The result is a proprietary AI asset that belongs to you, improves over time, and performs at a level off-the-shelf tools cannot match.
Accuracy guaranteed. In writing.
We commit to a specific accuracy target before we begin, and we sign it. Transparency and accountability are core to how we believe AI should be deployed. It is a commercial commitment grounded in our values, not a marketing claim.
Fits how you work.
Portage AI connects to your existing systems via API. Solutions are deployed on-premises, in your cloud, or hosted by us. Most clients are live within 10–15 weeks, with measurable results from day one.
SolutionsAutomating processes that have always been too complex to tackle.
Purpose-built for specialty and life (re)insurance, private credit, and commercial real estate. Our solutions are a starting point. We shape every engagement around your specific workflow.
Faster submissions to more accurate bordereaux.
Our models are trained on specialty insurance formats and tuned on your data, for accuracy a syndicate can rely on at a speed no BPO can match. From slip ingestion to bordereaux reconciliation, we automate the entire data lifecycle.
- Pricing submission slip structuring pre-bind
- Binder analysis and coverholder data management at inception
- Bordereaux standardisation post-bind
- Binder reconciliation each cycle
Complex insurance data, structured and ready.
Policy and treaty administration, asset, financial and actuarial data from legacy or acquired books, automated at scale. Built on the founders' direct experience leading one of the most complex life insurance digital transformations in recent history.
- Policy data extraction, system ingestion, and quality assurance
- Closed-book and acquired-portfolio migration
- Multi-jurisdiction, multi-system processing
- Treaty financial settlements, backoffice processing, and workflow management
Never miss a covenant. Never wait on a loan doc.
Private credit portfolios generate enormous volumes of complex documentation. We automate loan document ingestion and covenant extraction, turning weeks of manual review into structured, audit-ready data your team can act on immediately.
- Loan document ingestion in hours, not weeks
- Covenant terms extracted and tracked automatically
- Early-warning alerts before breach events occur
- Structured output ready for your portfolio management system
Capture every recoverable CAM expense.
CAM reconciliation was costing our first client weeks of manual effort every year, driving errors, tenant disputes, and a constant tax on time and trust. Now an AI pipeline reads each executed lease, extracts every CAM term, maps it to the chart of accounts, and delivers audit-ready data. Operations move from data entry to oversight.
- Lease abstraction at scale
- CAM terms extracted and mapped to chart of accounts
- Audit-ready output that resolves tenant disputes before they escalate
- 80% reduction in processing time
Lloyd's SyndicateBuilt for the London market. Ready for the world.
Our London-based team brings deep expertise in submission workflows, bordereaux processing, and the operational complexity of specialty insurance.
We enable underwriters to respond to the market faster with the accuracy their portfolios demand.
What we automate
- →Slip and SOV data extraction for pricing
- →Bordereaux processing and reconciliation
- →Coverholder and binder data management
- →Cat model-ready structured output
"Our partnership with Portage has enabled us to solve our pricing bottleneck process resulting in improved quote times. Portage's platform, and collaboration, has contributed to our digital transformation strategy and deployment of an end-to-end automated submission-to-quote workflow."
Stephen Martin · Head of Catastrophe Modelling, Westfield Specialty International
A one-page look at our capabilities for Lloyd's syndicates.
PortagersDeep industry expertise. No other AI vendor comes close.
Committed to responsible AI — every model, every deployment.
Our mission is to carry your most complex operations forward. Our founders and team have spent careers inside the industries we serve, leading transformations at MetLife, ING, E*Trade, Manulife, Resolution Life, and Lloyd's of London. That experience is how we know where the pain is, and how to build AI that actually solves it.
A Silicon Valley technology executive who built one of the first digital-native financial services platforms at E*Trade, then led AI and cloud transformations at Manulife and Resolution Life, delivering over $1.5B in cost savings.
LinkedInA life actuary and former investment banker, John's career spans senior finance and transformation leadership across global insurance, including Group CFO at MetLife and ING NV.
LinkedInOur London-based team brings specialist expertise in Lloyd's market workflows, specialty insurance operations, and AI-driven submission processing, built from years of direct experience serving the market.
The full storyAccuracy guaranteed. Before we begin.
Tell us about the process that's slowing you down. We'll show you what AI can do — and commit to what it will deliver, in a signed agreement, before you spend a dollar.
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