Crowe Portfolio Analyzer for Sureties and Agents

Crowe Portfolio Analyzer™ for sureties and agents

An automated financial and job schedule analysis tool

Get financial insights faster

Monitor contractors’ financials and performance and get instant insights into portfolio risks.
XBRL can drive value for your construction company

XBRL can drive value for your construction company

XBRL is an increasingly popular computer readable file format for standardizing financial statements and job schedules. We’ve developed a proprietary technology solution that allows contractors to upload their internal and CPA-produced financial statements and job schedules for automatic conversion into XBRL files.

The result? Agents and underwriters get complete and accurate information more quickly while eliminating errors due to manual data entry. That means more confidence in underwriting decisions.

Request a Crowe Portfolio Analyzer for sureties and agents demo
Request a Crowe Financial Data Automation™ for insurance demo

Providing sureties and agents with efficiency through automation

In the age of digital technology, big data, and artificial intelligence, it’s surprising that so much financial and contractor information within major surety organizations is still hand-keyed. This approach can be highly inefficient. And it increases the potential for human error. Crowe Portfolio Analyzer for sureties and agents, an automated financial and job schedule analysis tool, can help.

Sureties: More data, better reporting

Sureties and agents: Get more data, better reporting

One of the biggest challenges for the surety industry is financial data management. Our solution provides much-needed relief in this area by not only making data entry simpler, faster, and more reliable, but also organizing information in a way that makes it more easily retrievable.
 
Key features include:
  • Financial statement analysis: Produce single and recurring adjustments, document justification, audit trail, multiperiod views, and peer data comparisons.
  • Progress and status insights: Get in-depth WIP analysis, automated job trending, at-risk jobs, and document underwriting insights.
  • Report generation: Create presentations for customers with your organization’s branding that show job reports, historical financial statement comparisons, financial performance insights, and more.
  • Customizable dashboards: Access dashboards that provide the data and figures your organization needs, served up via multiple graphs and styles.
     
Request a demo

Designed for construction and real estate

Monitor contractors’ financials and performance
Get instant insights into portfolio risks
Reduce manual data entry
Gain industry-specific assessment and benchmarking
Detect risks earlier and mitigate them quickly
Monitor contractors’ financials and performance
Get instant insights into portfolio risks
Reduce manual data entry
Gain industry-specific assessment and benchmarking
Detect risks earlier and mitigate them quickly

Related product

Crowe Financial Data Automation for insurance
In your competitive market, you need to make swift decisions in even less time. Our financial automation software helps lower costs and drive underwriting process transparency to increase surety underwriting efficiencies, provide instant insights into underwriting risks, and deepen customer relationships with faster decision-making.
Crowe Financial Data Automation for insurance
In your competitive market, you need to make swift decisions in even less time. Our financial automation software helps lower costs and drive underwriting process transparency to increase surety underwriting efficiencies, provide instant insights into underwriting risks, and deepen customer relationships with faster decision-making.
Tap into our construction consulting services team

Tap into our construction consulting services team

You want to balance building and development projects with managing risk and complexity in your business. Our team of more than 150 specialists understand, and can help.

Is your portfolio analyzer doing the job?

Contact us today and let us know how we can help.
Mark Blosser - Large
Mark A. Blosser
Partner