Insurance App: Portfolio Dashboard

The Portfolio Dashboard [ Dashboard] in the Cyber Insurance application is a configurable dashboard that serves as the landing page for the Insurance application. It surfaces the most important information regarding your clients. Use it as the launching pad for underwriting workflows and to other parts of the Bitsight platform.

Filters

• Portfolio:

  • All Companies – View all companies.
  • Folders – View a particular folder.
  • Subscriptions – View companies in a particular subscription type.

• Date Range:

  Set the date range of individual cards [ Options ➔ Configure Card] or of your entire Portfolio Dashboard to 7 days, ↻ 30 days, or 90 days.

↻ Default 30 days.

Cards

Enable Client Access

Track the status of your collaboration with clients via the Client/Vendor Access Program.

• The number of sent invitations.
• The invitation status distribution of recipients.

Median Rating

See the median security rating of the companies in the selected folder.

Rating Changes

Ratings increase and decrease experienced by your clients.

Recent Companies

Companies recently added your portfolio.

Recent Security Incidents

Highlights the 5 most recent ratings-impacting Security Incident events experienced by your clients.

Recent Vulnerabilities

Vulnerabilities that your clients are exposed to.

Risk Vector Alerts

Logs the 5 most recent Critical Decrease Risk Vector Grades alerts.

Subscriptions

Displays the distribution of your used subscriptions. See your subscription usage. See how to modify your subscriptions.