Insurance Portfolio Optimizer

Compare insurance portfolio coverage, premium budget, fee drag, and stress-case protection value.

Insurance portfolio optimizer

Diagnose a Korean household insurance portfolio across coverage sufficiency, cost efficiency, overlap, balance, renewal risk, and long-term optimization.

Portfolio grade

B

69/100

Coverage score

16.5/30

Cost ratio

5.4%

Monthly saving

₩0

20-year saving

₩651,001,440

Top recommendation

add-coverage

질병보험 (3대 질병) 보장액을 2,000만원 추가 확보하세요. 예상 추가 보험료는 월 35천원입니다.

Calls determineLifeStage, calculateTotalDiagnosis, simulateOptimization, and generateRecommendations with Korean insurance weights, overlap checks, renewal-risk projection, income ratio, and lifecycle coverage rules. This English finance calculator calls the same Korean pure calculation module as the Korean page. KRW amounts, Korean thresholds, insurance rules, tax logic, and scenario assumptions are preserved instead of the old generic percentage stub.

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Insurance portfolio optimizer guide

This English guide translates the Korean insurance portfolio optimizer. The calculator calls determineLifeStage, calculateTotalDiagnosis, simulateOptimization, and generateRecommendations with the Korean scoring model.

Five diagnosis scores

The portfolio diagnosis is built from coverage sufficiency, cost efficiency, overlap score, balance score, and renewal risk score. The result combines them into a total score and grade from S to D.

Coverage is not judged by premium alone. Life stage, income, debt, dependents, children, job risk, and current insurance list all affect the target coverage by insurance type.

Overlap and renewal risk

The Korean model searches for duplicate protection and estimates wasted premium. It also builds a renewal timeline for renewable policies so a cheap current premium does not hide future premium jumps.

Balance distribution shows how much of the portfolio is concentrated in death, medical, cancer, accident, retirement, and child coverage. A portfolio can be expensive and still have a gap in one essential area.

Optimization result

The optimization simulation compares current and optimized cumulative premium over 10 years, 20 years, and 30 years. It reports monthly saving, yearly saving, and saving rate.

Recommendations can include reduce overlap, add missing coverage, lower premium, switch renewal type, rebalance, or review products. They are prioritization prompts, not insurer underwriting decisions.