INDUSTRY INSIGHTS
Most Sponsors Can’t See Their Portfolio’s Insurance. We Fixed That.
You can see your portfolio’s revenue, EBITDA, and headcount in real time. You can track deal velocity, monitor value creation milestones, and pull a board-ready report on any company in the portfolio on demand.
But ask most sponsors what they’re spending on insurance across the portfolio—and what they’re actually getting for it—and the answer is usually a lot less clear.
That gap is something we’ve been working on with sponsors for a while now. Portfolio IQ™ is how we address it.
Hauser’s proprietary Portfolio IQ™ consolidates all portfolio company insurance, benefits, and retirement data into a single, sponsor-ready view—providing real-time benchmarking, claims insights, and renewal visibility to drive actionable, value-creating decisions. Not a report delivered once a year at renewal. An ongoing intelligence layer built into how you manage the portfolio.
For private equity sponsors, the opportunity isn’t just better insurance—it’s better intelligence.
Portfolio IQ™ gives sponsors visibility into what most firms have never had clearly across their portfolio:
- Total insurance and benefits spend consolidated in one place
- Limits, retentions, and carrier concentration benchmarked against the market
- Coverage gaps and structural inconsistencies before they surface in diligence
- Renewal timing and risk flags at the portfolio level, not the company level
For private equity sponsors, the opportunity isn’t just better insurance—it’s better intelligence. Portfolio IQ™ turns insurance and benefits spend into a source of portfolio visibility, governance, and control.
Most brokers bring you a renewal. Hauser brings you a system.
If you haven’t had this conversation with us yet, we’d welcome it.
Let’s connect.
info@thehausergroup.com | (513) 745-9200 | 5905 E. Galbraith Rd., Suite 9000 Cincinnati, Ohio 45236