Portfolio’s Stevenson Named Up and Coming Leader
Tanya Stevenson, director of sales and product marketing for Portfolio, is among the honorees on Agent Entrepreneur's list of 40 young industry leaders.
Portfolio Makes Orange County List of Best Workplaces
Portfolio has joined the rankings of the best workplaces in Orange County, Calif., following a survey by the Orange County Business Journal and Best Companies Group.
Portfolio Names Hamilton, Dickey as EVP/Treasurer and CFO
Portfolio's Pam Hamilton has been promoted from CFO to executive vice president and treasurer and will be succeeded by former Protective Asset Protection and Assurant executive Robert Dickey.
Portfolio Earns 5th DCA Diamond Award for Reinsurance
Portfolio earned the Diamond award for service contract reinsurance in the 2015 Dealers' Choice Awards survey, marking the company's fifth No. 1 ranking in the category's eight-year history.
Portfolio Expands Into New Calif. HQ
Portfolio's new two-story, 42,000-square-foot home in Lake Forest, Calif., includes expanded training facilities, a dedicated IT center, an enhanced technology infrastructure and a more collaborative floorplan.
Portfolio Agents Celebrate 25 Years of Dealer Reinsurance Success
Portfolio and its network of professional independent agents are celebrating 25 years of delivering reinsurance and F&I products and services to dealer clients nationwide.
Ray Joins Portfolio as Reinsurance Consultant
Don Ray has joined Portfolio as a consultant focusing on dealer reinsurance opportunities after serving as co-managing member of Dealer Services Group.
Portfolio Earns No. 1 Ranking in 2014 Dealers’ Choice Awards
Portfolio has been ranked as the nation's No. 1 service contract reinsurance provider in the 2014 Dealers’ Choice Awards, its fourth Diamond award and first since 2010.
Portfolio Names Griggs President
Former Lyndon Property Insurance Co. and Protective Asset Protection executive Brent Griggs has been named president of Portfolio and will join the company's board of directors.
Portfolio Receives Favorable IRS Rulings
The Internal Revenue Service has released two Technical Advice Memoranda validating Portfolio’s reinsurance program for auto, RV and powersports dealers.