Serving your success
A partner, not just a provider. This describes what Portfolio is with the dealer, and what Portfolio is with the agent. It’s about meeting and exceeding expectations and accomplishing objectives. It’s about service. It’s about our mutual success.
Agent Portal
Your dealer expects you to deliver income development, training, reinsurance company growth and other valuable services, so we have developed this site to help you do that.
Some useful functions are:
- Your agency’s monthly production for the past 6 months
- Your agency’s product totals for the past 90 days
- Downloads of important agreements and dealership marketing materials
- Production reports by dealer and ARC, non-producing dealers, loss reports and more
- Posted files (drop box)- documents specifically requested of us by you
- Catalog of B2B marketing materials that help build your agency
- Order supplies for your dealerships
- Message center
- Important links to other online tools:
GAP Claims Status and Cancellation; online dealer portal; Carefree Maintenance website
Portfolio is committed to continuing development of even more professional tools to help your agency succeed and to serve your dealerships’ F&I sales and operations.
