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Reports & Deliverables

Board packets and owner-side exports from this workspace

Reports & Deliverables

What you take out of the workspace

Reports & Deliverables sits beside the portfolio, Conversion Hub, and Coverage Scenario Explorer. Start with a board packet built from Cedar Creek Housing Authority's existing coverage, TIV, losses and renewals.

Sample

In this folder

Board Report

An automated summary for a housing-authority board: entire portfolio or one development, Detailed or Quick update. Coverage posture & open items, and change since last renewal — including the cyber line when it is on the book. Same insured TIV and in-force vs indicated premium as the overview.

Open Board Report

Also on the book

Risk Watchlist

  • RISK-BH-004HighNeeds confirmation

    Brookside Homes — Flood structure unresolved

    Flood structure unresolved for the master renewal: SFHA confirmation pending; NFIP indicated, not confirmed in force; excess none.

    4 recorded facts
    • SFHA confirmation pending — Brookside Homes — flood is not structured on the book until the zone is known.
    • NFIP indicated — not confirmed in force — Brookside Homes — indicated, not confirmed in force. Premium not recorded. No excess.
    • Excess flood none — Brookside Homes (AE (SFHA confirmation pending))
    • Renewal impact — Unresolved flood structure affects the next master renewal — SFHA confirmation, whether NFIP is in force, and that no excess is on the book.
  • RISK-CC-005MediumOn the book

    1 open claim

    $18,600 incurred still open on this book.

  • RISK-WC-007HighNeeds confirmation

    Mitigation not started — Willow Court

    plumbing / water · 0% · 3 losses on the book. Status and evidence live on portfolio data readiness.

  • RISK-CC-008HighOn the book

    Sprinkler status: Unsprinklered

    24 dwellings recorded as unsprinklered. The fact is on the schedule — it is a signal, not missing data.

Upload CSV or structured files to update matching fields. Policy PDFs may be stored; loading them into coverage lines in v1 is concierge or hand entry unless a later optional AI feature is on.

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