Book contributors

Broker-fed, owner-controlled

Broker contributes → PRH organizes → owner controls → owner verifies material items. Document the work you’re already doing — not catch-out software, not a broker grade, and not placement. The broker can help maintain the book without owning the book.

Sample

Operating mode

Who keeps this updated

Owner Managed, Broker Assisted (default), or PRH Managed (coming).

Broker participation makes PRH easier; it is never required.

How the book stays current

Burden sits with the people who already have the information

Operating mode: Broker Assisted (default). Illustrative share of insurance records supplied — percentages vary.

Broker~72%
Owner~18%
Other partners~6%
PRH reconciliation~4%
System admin / exception / normalization — not originating coverage or placement.

Broker participation makes PRH easier; it is never required.

The broker can help maintain the book without owning the book.

Invite a broker contributor

Owner invite — Preview stub

Broker access is not ownership. If the broker changes, revoke access; the history stays. If the broker does not respond, the owner or PRH can still upload. The book never waits on broker cooperation.

Bluegrass Public Entity Insurance
Dana Whitaker · dana.whitaker@bluegrasspei.example · Incumbent broker contributor since June 2026 (sample). Access is not ownership.
accepted

Open broker workspace (demo)Owner verification queue

PRH reports the recorded process. The owner evaluates partner performance.