Portfolio
Policies in the book
Demo data
Annual premium
€ 129 k
Expected commission
€ 16 k
Policies in force
11
Clients
8
Renewals within 90 days
0
45% of the book sits with a single insurer — Fidelidade. Worth knowing before you negotiate commission terms.
12 policies · €129,259.30 of annual premium
| Policy | Client | Line of business | Insurer | Annual premium | Status | |
|---|---|---|---|---|---|---|
| AU-4471902 | Transportes Torres & Filhos, Lda | Motor | Fidelidade | €48,250.00 | Active | |
| AT 550-11-0092 | Metalúrgica Famalicense, S.A. | Workers' Compensation | Generali Tranquilidade | €27,400.00 | Active | |
| CC-2026-0031 | Construções do Cávado, S.A. | Credit and Surety | Lusitânia | €18,600.00 | Active | |
| SA-77-30021 | Clínica Sá Carneiro, Lda | Health | Generali Tranquilidade | €14,850.00 | Active | |
| MR/2026/88220 | Metalúrgica Famalicense, S.A. | Property | Fidelidade | €8,940.00 | Renewing | |
| Z-2025-009982 | Transportes Torres & Filhos, Lda | Liability | Zurich | €5,100.00 | Suspended | |
| AT 550-11-0140 | Padaria Central do Fundão, Lda | Workers' Compensation | Ageas | €4,260.00 | Active | |
| RC/2026/1187 | Clínica Sá Carneiro, Lda | Liability | Ageas | €3,240.00 | Active | |
| Z-2026-004417 | Padaria Central do Fundão, Lda | Property | Zurich | €1,980.00 | Active | |
| VD 9911002 | Ana Rita Gonçalves | Life | Allianz | €742.00 | Active | |
| AU-4471903 | João Sá Pereira | Motor | Fidelidade | €612.40 | Active | |
| MR/2026/88104 | Maria Conceição Antunes | Property | Ageas | €384.90 | Active |