Owner verification
Material changes wait on the owner
Submitted → verified → applied to the owner-controlled book. Accept confirms the evidence or source. Apply is a separate step that writes the fact. Stewardship evidence can stay verified without writing the owner-controlled book. The broker cannot edit the owner-controlled book silently. The broker can help maintain the book without owning the book.
2 submitted · 4 recorded on this Preview file
VER-001
Statement of values — 2026 refresh
Submitted by Bluegrass Public Entity Insurance · 2026-06-22 · Source: Bluegrass-CCHA-SOV-2026-refresh.xlsx
- Previous
- SOV last refreshed 2025
- Proposed
- Verified SOV submission — owner accepted
Verified as evidence — no book apply. Stewardship evidence stays on the owner record.
VerifiedVER-002
Five-year loss run
Submitted by Bluegrass Public Entity Insurance · 2026-06-22 · Source: Bluegrass-CCHA-5yr-loss-run-2021-2026.pdf
- Previous
- SVC-002 · loss runs requested
- Proposed
- Verified loss-run submission — owner accepted
Verified as evidence — no book apply. Stewardship evidence stays on the owner record.
VerifiedVER-003
Market strategy memo
Submitted by Bluegrass Public Entity Insurance · 2026-09-07 · Source: Bluegrass-PEI-market-strategy-2026-09.pdf
- Previous
- SVC-005 · strategy memo awaiting owner verification
- Proposed
- Broker upload — owner verification pending
SubmittedVER-004
Willow Court Building A — building value
Submitted by Bluegrass Public Entity Insurance · 2026-09-08 · Source: Appraisal — Willow Court Building A · p. 4 §Replacement cost
- Previous
- On the book: $5,350,000 TIV (Willow Court Building A, wc-1)
- Proposed
- Broker submitted: $5,540,000 TIV from the 2026 appraisal (+$190,000)
Portfolio total if applied: $146,300,000 → $146,490,000 (+$190,000 on Building A).
Submitted
PRH reports the recorded process. The owner evaluates partner performance.