You Can Recommend Portfolio with Confidence
We have discovered that dealership CPAs are our strongest allies in making the case for a dealer to move to Portfolio. Maximizing the return the dealer gets out of the dealership makes sense to you. You also know one of the first rules of profitability is to not send money away to others where it can by withheld or not returned with benefit.
Portfolio's philosophy of the dealer's 100% ownership of the affiliated reinsurance company, combined with a long track record of managing reinsurance profitably and in accordance with law, is a good fit with the professional standards of Certified Public Accountants.
- Our accurate and thorough quarterly reports presented in person to the dealer are the envy of the industry.
- Our fastidious preparation of reinsurance company tax documents makes the CPA's job much easier.
- Our singular achievement of our clients successfully going through an IRS review that examined how we manage dealer reinsurance means we are the best choice for safety and security.
- Our commitment to clean documentation and uncomplicated agreements and treaties means we are the best choice for a straightforward provider.
 Cash Flow
In these times of closely managing cash flow, Portfolio serves the dealership well. Our unique Net-Net Remit policy enables the dealership to deduct claims and cancellations dollars from the remittance of new VSC business. This means there is no waiting on checks from us to cover claims and cancellations.
Our Record of Achievement in Numbers
You can have confidence in Portfolio's performance when recommending us to your dealer. Contact us to receive our historical records on over 500 Portfolio reinsurance companies' performance since 1990. They detail overall premiums received, earned loss ratios, investment income earned, and after tax profits, and constitute a very reliable sample for projections . More on our record
Our Bill of Rights for the Dealer
As a CPA you can appreciate the value of rules and standards. As an American you can appreciate how people have rights that prevent others from interfering with the pursuit of happiness. We describe our 100% ownership commitment in ten rights that are inherent to the Portfolio dealer. Most companies don't have a Constitution, but we do. Every day we demonstrate how our management policies and procedures recognize the dealer's rights. These rights are not negotiable and must be protected. They are not “features and benefits” of our program, but are inherent in the dealer's choice to own a reinsurance company. The denial of any of these rights must be construed as a financial cost to the dealer reinsurance company. Any other reinsurance provider should be challenged to prove how their policies uphold the ten rights listed within.  
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