A competitive edge built on your own data.
Your advantage is already in the documents that run your business. The real payoff isn't just faster processing. It's the intelligence buried inside, finally working for your portfolio.
The Portage ApproachPurpose-built AI for your most complex operations.
We train the right model on your own documents and processes, and place industry experts where judgment adds value. The processing pays for itself at scale — and the bigger payoff is that your own experience finally becomes machine-readable for advanced process automation and insights mining.
De-risk the investment.
We front the initial investment, and later execute the contract after we achieve the committed accuracy target.
Audit-ready with guaranteed accuracy.
An accuracy SLA in every contract, and every output traceable to its source document.
Handles your volume, saves time and cost.
Every document, every cycle, processed faster and with fewer resources.
A bespoke model built for you.
A model that already understands your industry, trained further on your business and your data.
Transparent, value-based pricing.
Pre-agreed and tied to your ROI, with no tokens or seats. Avoid the expensive, multi-year data build.
Built around how you work.
You accelerate your AI roadmap. Connects to your existing systems, runs where you need it, and most clients are live in 10 weeks.
SolutionsAutomating your key processes with decision-ready data.
Purpose-built for specialty and life (re)insurance, private credit, and commercial real estate. Each solution is a starting point, and we shape every engagement around your specific workflow.
Your advantage is already in your slips, statements of value and bordereaux.
They arrive in every format. We reconcile each bordereau against your binder terms and flag the discrepancies, and standardise statements of value for downstream processing, so underwriters quote sooner and faster. The intelligence this data uncovers drives the performance of your portfolio.
- Quoting intelligence pre-bind
- Binder analysis at inception
- Bordereaux standardisation post-bind
- Binder reconciliation each cycle
Policy files and treaty documents, structured and decision-ready.
Policy, treaty, financial and actuarial data from legacy or acquired books, automated at scale. Decades of paper become machine-readable and comparable, built on the founders' experience leading complex life insurance transformations.
- 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
Every covenant tracked, from the moment the loan document arrives.
The covenants sit deep inside your loan documentation. We automate ingestion and covenant extraction, turning weeks of review into audit-ready data, traceable to the page, that your team can act on before a breach becomes a problem.
- 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.
Every tenant's share of operating costs sits in dense, uniquely negotiated lease language. Our AI extracts every CAM term, maps it to your chart of accounts and delivers audit-ready calculations, so errors are caught before they reach a tenant and the recoveries show up in NOI.
- 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 inside the London market.
De-risk AI. Accuracy guarantees and we front the investment capital — so the only thing you risk is falling behind.
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 across technology & financial services.
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.
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.
LinkedInGroup CFO roles at MetLife and ING; chairs Resolution Re in Bermuda; board member at SoFi Technologies.
LinkedInEmbedded in Lloyd's and the London market, with specialist expertise in slip and SOV extraction, bordereaux processing, and binding authority management.
Meet the teamSee it on your own data.
Accuracy guaranteed. We front the initial investment.
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- 1:the act of carrying or transporting
- 2:the carrying of boats or goods — or data overland from one body of water to another or around an obstacle
- 3:the route followed in making such a transfer