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The Portfolio View You've Been Missing

Portfolio Insights gives brokers and risk control teams a live, consolidated view of driver risk across every client account, so you always know where to focus, what to recommend, and how to walk into renewal with confidence.

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Insights for Every Stage of Your Workflow

With SambaSafety, your day-to-day doesn't change; your visibility does. Portfolio Insights surfaces the client's risk data you need at every stage—prepping for a QBR, revisiting a client mid-term, or at renewal—so you're prepared for what's next. 

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Prepare for Client Meetings

QBR-ready dashboards and holistic risk profiles mean you spend less time pulling data and more time walking into client meetings with a clear action plan for every problem area.

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Track Progress Before Renewals

A portfolio-wide view of every client or insured on SambaSafety lets you benchmark risk, track progress, and spot emerging issues mid-term, before they become problems at renewal.

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Streamline Placement

Replace time-consuming audits and documentation gathering with a shared, real-time view of client or insured risk. Show underwriters what your clients are actively doing to manage risk.

Meet the Dashboard Built for Your Entire Book

Portfolio Insights gives you every view that filters down the driver, with no limit on the number of connected client accounts.
Here are the five features available to you and your clients or insureds: 

Portfolio-Level Summary

Quickly see violations, crashes, and invalid licenses across your entire book in one view. For deeper analysis, a single click into any metric, account, or driver reveals the details behind the number. 

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Violation Trend Forecast

Visualize a month-over-month look at total violation counts with an overlay trend line showing whether violations are rising or falling across your portfolio. Our forecast feature allows you to spot emerging patterns early, validate whether interventions are working, and come to every client or insured conversation with a clear picture. 

Risk Trends

Risk trends allow you to track how violation density correlates with crash activity across your book—spotting which clients have escalating risk before it turns into claims activity. When activity trends in the same direction, you'll have an early warning signal that allows risk control teams to act on it quickly.

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Account Leaderboard

Compare all accounts on normalized risk metrics so you always know which clients are improving and which ones need attention. Exportable in CSV, Excel, JSON, and more—built for sharing with clients and insurers who want to see the progress behind the numbers.

Performace You Can Actually See

Across SambaSafety's customer base, the results are consistent:

77%

reduction in violations after 12 months, monitoring and training combined

14%

reduction in crashes within 12 months for organizations actively managing driver risk

40%

improvement in the highest-risk driver scores within three months of targeted intervention

Data Designed For What You Do

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For Producers

Differentiate Your Practice. Drive Better Outcomes.

Offer something competitors can't: a proven, technology-driven safety program backed by the industry leader. Walk into every submission with complete client profiles that show underwriters the full picture — not just loss history, but what your clients are actively doing to manage risk. Help clients earn better terms by demonstrating proactive risk management to the markets.

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For Risk Control

Deepen Your Advisory. Retain More Clients.

Go beyond loss runs with holistic driver risk profiles that combine compliance monitoring and behavioral signals from telematics. Spot emerging threats early, equip clients with proven tools, and stay at the center of every client's risk strategy. Portfolio Insights gives you QBR-ready data that makes your expertise visible.

 

Access Book-Level Visibility By Referring SambaSafety 

Join the brokers and risk control teams using SambaSafety to catch problems earlier, advise clients better, and walk into renewal prepared.

Schedule Your Demo