Portfolio delivers Dealers' Choice Award-winning reinsurance and F&I programs to U.S. auto, RV and powersports dealers. We work with agents and dealer attorneys, CPAs and financial advisors to maximize production and ensure transparency and compliance. Our products protect consumers with real value, reliable coverage and prompt, professional claims adjudication. Go with the industry leader. It's your Portfolio. 

Insurance

Portfolio

The office at 8370 Dow Circle focuses on customer experience, claims management, IT operations, and product development.

8370 Dow Circle

Portfolio's headquarters in Lake Forest, CA, United States

Chad Millspaugh

Matt Reade

Steve Burke

Amy Than

Ivan Gunatilleke

Ryan Dolak

Amy T.

Andrew Seger

Jess Jin-Tenney

Ryan Hanlon

Melanie Gionet

Casey Van Schoyck

This department manages reinsurance transactions, analyses, and reporting to optimize risk management and financial performance.

Reinsurance Services

This department focuses on managing and enhancing relationships with clients to ensure satisfaction and address their needs.

Client Relations

This department is responsible for driving revenue through client acquisition and relationship management.

Sales Department

This department focuses on enhancing customer satisfaction and engagement through strategic initiatives and marketing efforts.

Customer Experience

This department focuses on analyzing and interpreting data to inform business decisions and strategies.

Data Analysis

This department manages financial records, reporting, and compliance related to the organization's finances.

Portfolio

Org chart

Teams

Reinsurance Services

Client Relations

Sales Department

Customer Experience

Data Analysis

Accounting Department

Offices

Portfolio

Org chart

Teams

Reinsurance Services

Client Relations

Sales Department

Customer Experience

Data Analysis

Accounting Department

Offices

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