Preview. Test data only. Do not upload a live insured’s files. Checkout is test mode — you will not be charged.
Cedar Creek Housing Authority · KY218
1,096 units · $146.3M TIV · 13 locations · Sample demo
Broker Stewardship (owner record)
This is the owner’s workspace — a record of commitments and evidence the owner set for their broker relationship. It is not a PRH brokerage, not placement, and not a grade of the incumbent. The owner evaluates performance. Broker access is not ownership of the record: the owner controls data and permissions, and the history stays if the broker changes.
Current book · portfolio TIV $146,300,000. After owner Apply, this surface reads the owner-controlled book and keeps the previous value as a revision.
Recorded partner
Bluegrass Public Entity Insurance
Incumbent broker (sample). Sample demo — not a live appointment.
How the book stays current
Operating mode: Broker Assisted (default). Contributor shares live on the contributors page.
Broker participation makes PRH easier; it is never required.
The broker can help maintain the book without owning the book.
Complete How calculated Finished — on time or late versus the due date, not last updated. This is not a broker score.How calculated
4
3 on time · 1 late
Open
5
Open — due date not yet reached.
Overdue
1
Overdue — past due, no completed date.
Awaiting response How calculated Count of rows that still need an owner response. Complete + open + overdue still equals every commitment. This is not a broker score.How calculated
5
Awaiting owner action, verification, or blocked by owner. Not a workflow bucket.
4 Complete · 5 Open · 1 Overdue = 10 commitments
Recorded process counts
Service-category commitments
1
Category = Service
Completed on time
3
Completed date on or before due date
Completed late
1
Completed date after due date
Blocked by owner How calculated Blocked by owner — waiting on an owner response. Not partner overdue.How calculated
0
Waiting on owner — not attributed to partner
Commitments
Show only items requiring my attention
Show items where you must act: open, overdue, or awaiting your response. Broker overdue stays on the Overdue chip — it is not this list.
Due soon = open items with a due date in the next 14 days. Day counts compare Completed date to Due date, or today to Due date when still open.
Renewal prep
Broker
Exposure request returned
Source: 2026 Broker Services Agreement §4.2
Evidence: Exposure workbook · Uploaded by broker · Aug. 11 · Verified by owner · Aug. 12
Renewal prep
Broker
Loss runs on file (5-year)
Source: 2026 Broker Services Agreement §4.2
Evidence: Loss run PDF · Uploaded by broker · Aug. 5 · Verified by owner · Aug. 6
Renewal prep
Shared
SOV review with owner
Source: Owner-added request — Aug. 7, 2026
Evidence: SOV markup · Uploaded by owner · Sept. 4
Renewal prep
Broker
Renewal strategy meeting
Source: 2026 Broker Services Agreement §4.2
Evidence: Meeting notes · Not on file
Marketing
Broker
Market strategy documented
Source: 2026 Broker Services Agreement §5.1
Evidence: Strategy memo · Uploaded by broker · Aug. 14 · Verified by owner · Aug. 17
Marketing
Broker
Submissions to approached markets
Source: 2026 Broker Services Agreement §5.1
Evidence: Submission log · Uploaded by broker · Sept. 6
Marketing
Owner
Quotes recorded for owner review
Source: Owner-added request — Aug. 7, 2026
Evidence: Quote letters · Uploaded by broker · Sept. 5 · Verified by owner · Sept. 7
Marketing
Broker
Declinations recorded
Source: 2026 Broker Services Agreement §5.1
Evidence: Declination emails · Uploaded by broker · Sept. 1 · Verified by owner · Sept. 3
Claims
Shared
Quarterly claims review
Source: 2026 Broker Services Agreement §6.1
Evidence: Claims review packet · Uploaded by broker · Aug. 23
Service
Broker
Certificate requests current
Source: 2026 Broker Services Agreement §8.1
Evidence: Certificate log · Uploaded by broker · Sept. 5
PRH reports the recorded process. The owner evaluates partner performance.