NEW: OPTERRIX PORTFOLIO MANAGEMENT

One place to see, measure, and reshape your exposure.

Start a 30-day proof of conceptSee how it works

Portfolio teams spend more time wrangling data than evaluating risk.

Data is disparate and hard to roll up.

Capacity and limits live in spreadsheets.

Views of risk are often outdated.

What-if scenarios are slow to develop.

Reporting and event analysis is manual.

MULTIPLIER

Catastrophe losses keep climbing where weather volatility intersects growing concentrations of higher-value assets.

Get your exposure data into one place

Upload or connect your data, reconcile it, and measure how complete it is.

Find and reshape costly accumulations

Find hot spots, set capacity by zone, and get alerts as limits approach thresholds.

Stress test your portfolio against any scenario

Run and save deterministic what-if scenarios, including multi-peril and multi-day events.

Track exposure before, during, and after an event

Track events in real time, see affected policies and exposed limits, and report automatically.

Ask your portfolio a question. Get answers in seconds, not days.

Ask exposure questions in your own words. The Portfolio Agent runs the analysis in the application as you watch, and you can take over at any point. It also connects to the MCP-compatible AI assistants your team already uses.

Example: "Show me the impact of the July 27 hail event on my portfolio and rank exposed limit by county."

Proven value in under 30 days.

Four steps from signed agreement to exposure insights, with guided training from our team along the way.

Start your 30-day proof of concept →

STEP 1 · WEEK 1

Secure

Review security controls and sign the proof-of-concept agreement.

STEP 2 · WEEKS 1–2

Load

Receive your credentials and ingest your exposure data.

STEP 3 · WEEK 3

Configure

Guided training and account setup with your team.

STEP 4 · WEEK 4

Report

Exposure insights and opportunities, delivered.

See your portfolio in Opterrix.

In less than 30 days, your team gets a working view of your book with several new insights that you can present with confidence.

✓

Your exposure data in one place, with attribute completeness measured.

✓

Your accumulations analyzed and capacity limits set by standard and custom zones.

✓

Exposure insights and opportunities, delivered with guided training from industry experts.

Opterrix Portfolio Management exposure analysis presented in a board meeting

Start a 30-day proof of concept.

See your own portfolio in Opterrix, with no obligation. Prefer a demo first? Use the same form and tell us.

Frequently asked questions

What is Opterrix Portfolio Management?

It is a platform that lets property insurers bring their exposure data into one place, find costly accumulations, stress test their book against catastrophe scenarios, and track exposure before, during and after an event. Analysts work in the application, and AI agents can query it through MCP.

How does Opterrix measure accumulation?

Opterrix runs look-around analysis with a variable radius or grid to find hot spots across your portfolio. You set capacity thresholds by geographic area, high-resolution grid or custom zone, and Opterrix alerts you when exposed limits approach them.

Does Opterrix estimate catastrophe losses?

Opterrix's deterministic analysis reports the exposed limits and total insured value inside an event's footprint. It shows what a scenario puts at risk, not a modeled damage estimate, so it complements the catastrophe models you already use.

What data do I need to get started?

You need your policy exposure data, uploaded as a file or through the API. Opterrix measures how complete that data is, flags policies missing critical attributes, and lets you share the gaps with the people who own your data.

How long does it take to see results?

The proof of concept is designed to show results within 30 days. It runs in four steps: secure the agreement and review security controls, load your exposure data, configure the account with guided training, and report the exposure insights and opportunities found.

Can Opterrix work with our AI assistants?

Yes, if they support MCP. Opterrix connects to MCP-compatible AI assistants, so your team can ask exposure questions in their own words and get answers backed by the same analysis your analysts use.

Sales and Support

sales@opterrix.com

support@opterrix.com

 

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Learn more about our proactive risk solutions, request product pricing, or speak to one of our team members.

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