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Portfolio

Shifting to a Readiness Mindset

Agent leaders meet their objectives by setting themselves up for success, eliminating distractions and going the extra mile to deliver an exceptional client experience and build trust.

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Agents in the RV Realm

The recreational vehicle industry represents a unique and timely opportunity for agents who are ready to diversify and grow their businesses. Get up to speed on a rapidly growing segment and the dealers who drive it.

The ABCs of Positive Momentum

Top-performing agents know what they want and refuse to quit until they reach their goals. Get the three critical components that can help you build the foundation of success.

Know Your Why: How to Unlock the Power of Purpose

Why did you start your agency and what do you hope to accomplish? Learn how knowing what you want begins the journey to success.

Unlock Success in the RV Market at Agent Summit

Join 25-year industry veteran Thomas Johnson for a crash course on the RV retail and finance industry, including trends and terminology, dealer needs and pain points, and how to apply your hard-won automotive industry expertise to the RV realm.

Why Do Great Agents Fail to Reach Their Goals?

To reach the heights of agency success, you must build a team that can take you where you want to go.

Portfolio Names Millspaugh Vice President

Portfolio has promoted 20-year industry veteran Chad Millspaugh to the position of vice president of sales and marketing.

Portfolio Wins Diamond, Platinum in 2021 DCAs

Dealers ranked Portfolio No. 1 for Service Contract Reinsurance and No. 2 for Appearance Protection Products (Chemical) in the 2021 Dealers’ Choice Awards.

5 Things Agents Need to Know About Reinsurance

Agents need not be reinsurance experts to properly advise their dealers, but failing to grasp the concept or partner with the right provider could put your hard-earned relationships at risk.

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Price Joins Portfolio Board of Directors

National Automotive Experts and NWAN founder Kelly Price has been appointed executive vice president of strategic ventures at Portfolio and joined the company’s board of directors.

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