Track. Steer. Report.

A bird’s eye view of the book with zero black boxes.

Connect every account-level decision to your portfolio strategy in real time to effortlessly track the full pipeline inside the systems you already run.

Pibit Portfolio Goals dashboard with active goals, goals at risk and progress on each goal

Grid of 12 black squares with white borders arranged in four rows and three columns on a transparent background.

Every decision tied to the health of the book

The portfolio layer that tracks performance live and aligns day-to-day decisions with strategy for the leadership team to move forward methodically.

Live trends on the go

Observe form and fluidity in the moment of execution

Track book performance and composition live across geographies, industries, and perils.

Break it down by broker and by underwriter.

Watch premium and portfolio mix updated in seconds as decisions are made.

Pibit portfolio goal tracking bound Professional Liability premium in California against its cap over time

The full pipeline, measured

Every stage and metric in one place

Track submissions, quotes, and renewals at each stage.

Measure hit ratio, premium, and turnaround time.

Follow the metrics that matter to your book alongside them.

Pibit pipeline flow showing every submission split into active, closed and quoted, then by status such as incomplete, in review, declined or duplicate

Decisions aligned to strategy

Make strategic choices, only

Surface portfolio goals inside the underwriting workflow.

Align ground-up prioritization with the goals you set.

Show underwriters how each deal moves the book.

Pibit Portfolio Goal Impact panel modelling how a submission's premium moves a premium growth goal

Dashboards that steer

Visibility for leadership and production

Visualize portfolio, agency, underwriter, and production performance.

Monitor exposure and capacity across submissions and renewals.

Surface concentrations before they become a problem.

Pibit goals dashboard showing active goals, goals at risk and sub-goal progress

See performance, drive outcomes

Portfolio analytics and lifecycle tracking

Track submission lifecycle from intake to decision in real time.

Leverage 500+ pre-built templates or create your own dashboards.

Analyze hit ratio, time to quote, and contribution to GWP by segment.

Get alerts on portfolio drift and surface opportunities to optimize the book.

Pibit portfolio analytics showing active submissions, processing time, quoted premium and bound premium with hit ratio

Icon of two overlapping documents or sheets of paper with horizontal lines representing text.

20%

Increase in
hit ratio

Underwriter throughput

70%

Reduction in
quote time

Ironclad Data Security

Our commitment to data integrity is paramount, and we take pride in meticulously protecting your invaluable information. All customer data is housed in the US AWS regions on SOC 2 Type II and ISO 27001 certified infrastructure, with security controls aligned to NIST SP 800-53 Rev. 5 and CSA CCM v4. We encrypt data at rest with AES 256 through AWS KMS and in transit with TLS 1.2 or higher, enforce least privilege through SAML 2.0 and OIDC single sign-on with role based access controls, and keep every client on a dedicated data and AI stack. Data retention, right to erasure, and PII redaction are supported, audit logging produces immutable evidence trails, and backups and disaster recovery runbooks are tested regularly, so you move fast with absolute confidence.