Preview. Test data only. Do not upload a live insured’s files. Checkout is test mode — you will not be charged.
Owner-controlled insurance workspace
One owner-controlled system of record for the book.
One continuously current record for developments, buildings, coverage, losses, conversions and renewals. Named insureds, requirements, and stewardship sit on that same file.
PRH is the system of record for the structured insurance book; source policies and executed legal documents should also be retained in their authoritative repositories.
Software and structured document coordination. Fee-based software. PRH does not place coverage, render coverage opinions, or act as your broker. Licensed advisors and the policy still control.
Sample Briefing
Cedar Creek sample — demonstration, not a live client. Briefing is the standing read of the recorded book. Renewal Nov 20, 2026 · 64 days out.
Open claim recorded
Willow Court · Water — plumbing · $18,600 incurred
VER-004 submitted
Willow Court Building A — building value · Bluegrass Public Entity Insurance
VER-004 awaiting owner review
Willow Court Building A — building value
Brookside Homes — Flood structure unresolved
Flood structure unresolved for the master renewal: SFHA confirmation pending; NFIP indicated, not confirmed in force; excess none.
Mitigation not started — Willow Court
plumbing / water · 0% · 3 losses on the book. Status and evidence live on portfolio data readiness.
Renewal strategy meeting
Overdue — broker action required. Open items on the owner’s broker-relationship record: complete, overdue, or waiting on evidence — not a broker grade and not a placement by PRH.
SVC-003 · SOV review with owner
2026-09-19 · Shared
Quotes and alternatives
2026-09-21 · Owner
SVC-007 · Quotes recorded for owner review
2026-09-26 · Owner
The product
Many contributors. One owner-controlled record.
Know what changed, what matters and what needs attention.
Maintain one continuously current record of assets, exposures, coverage, losses and renewals.
Keep requirements, evidence, variances and coverage transitions tied to the conversion record.
Preserve partner commitments, market activity and supporting evidence over time.
The book
Briefing is the standing read that the record is current. The file underneath is the book.
Buildings, values, and the schedule the program is written against.
Master and project programs, deductibles, and the lines on each.
Recorded claims and how they attach to developments and programs.
Who is on the policy as entities change.
Lender, investor, and conversion conditions tied to the same record.
Active conversion files — when the package includes Conversion Hub.
What has to be current before the next program year.
Owner-defined partner commitments and the evidence on file.
Packages
Each package maps to a public sample.
Traditional HA
Cedar Creek Housing Authority
Insured TIV and a small set of programs on one authority — no active conversion.
Cedar demonstrates the Book package; Conversion Hub is not included.
Conversions
Crescent Bend Housing Authority
Insured TIV, multiple programs, and at least one active conversion on the same record.
Does not place coverage or run the conversion as a broker.
Affordable owner-developer
Northbank Housing Partners
Insured TIV across partnerships and entities, plus an active construction-to-permanent conversion.
Does not replace the sponsor’s counsel, syndicator, or broker.
Why owners keep the file
Values, entities, and conversions move. Spreadsheets, loss runs, and email: Each is reasonable alone. None of them is the book. PRH is the owner-controlled workspace for that record.
The book stays with the organization when staff, brokers, or counsel change. Facts are recorded, not held in someone’s inbox.
Contributors submit. The owner verifies material changes. The owner-controlled book is not silently rewritten.
Requirements and coverage transitions stay on the same record as the portfolio — when Conversion Hub is in the package.
Partner commitments and market process are documented. PRH reports the recorded process. The owner evaluates the partner.
You retain the rights you have in Customer Content. PRH does not claim ownership of your identifiable book. You can export the recorded book as a JSON portability file from Reports & Deliverables.
Who it’s for
Housing authorities, developers, nonprofit owners, and the affiliates and partnerships that hold the deals.
ACC stock, RAD and Section 18 pipelines, master versus project programs, and the lines that stay after a conversion.
9% and 4% LIHTC, mixed-finance, new construction, refinance, investor exhibits, and lender conditions.
Instrumentalities, LPs and SPVs, named-insured stacks, and dual programs during conversion.
Stabilized portfolios, scattered sites, PBRA, and recapitalizations.
Many authorities now develop. Many developers partner with authorities. The Hub is built for that split book.
Used by executive directors, CFOs, directors of development, asset managers, general counsel, and sponsor/GPs.
Sample portfolios
Open the sample that matches your owner type. Illustrative — not client data.
Traditional HA · Book
Simple book — no conversions. No conversion required. Cedar demonstrates the Book package; Conversion Hub is not included.
Conversions · Book + Conversion Hub
Public housing plus an active sample conversion on Oakridge Court.
Affordable owner-developer · Multi-Entity Book
Multi-entity book with an active sample construction-to-permanent conversion on Millwork Lofts.
Starting
This is fee-based software. The next step is a walkthrough or a time-boxed pilot — not a purchase of coverage and not a placement.
An owner-controlled workspace, the guided sample path (Briefing, portfolio record, owner verification, and sample reports), and a structured way to load your book — hand entry, CSV, or concierge.
The owner-controlled book stays with the owner. Broker Assisted is the default: the broker may contribute most insurance records; the owner reviews material changes. Owner Managed is available.
Concierge can load structured schedules onto your workspace. You can also start from the public samples and replace them with your own CSV and hand edits. Checkout stays in test mode — you will not be charged.
Pricing on request. Software fee only. A walkthrough or pilot does not place coverage and does not bind a policy.
PRH does not place coverage, render coverage opinions, or act as your broker.
Conversion Hub
Requirements, evidence, variances and coverage handoff live on Conversion Hub — not as a second file. See an active sample conversion for the owner type that matches your book.
Partners
Brokers, staff, counsel and other partners contribute facts. The organization retains control of the record. PRH provides the shared workspace and structured record; licensed professionals continue to perform their respective advisory and placement roles.
The Hub does not place coverage and does not grade the broker.
Where this fits
01
One view of every development, location and coverage line — converted, converting and still public housing.
02
ACC developments still on the master — values, flood, CAT and current pool or standalone program structure.
03
Public-housing assets moving into new ownership, financing and operating structures.
04
9% and 4% transactions, investor exhibits, lender conditions and syndicator approvals.
05
Builder's risk through occupancy, permanent conversion, new lender standards and entity changes.
06
Multiple LPs, scattered partnerships, Year 15 recapitalizations — one book across the entities that hold the deals.
07
Existing affordable assets coming onto a new program — named insured, TIV, and the lines that stay with the operating entity.
Contact
hello@portfolioriskhub.com is live. Tell us about your portfolio or upcoming conversion. Request a walkthrough or a time-boxed pilot — we’ll help you see which PRH workspace fits.