Preview. Test data only. Do not upload a live insured’s files. Checkout is test mode — you will not be charged.

Portfolio Risk Hub

Crescent Bend Housing Authority · MS194

962 units · $186.4M TIV · 12 locations · Sample demo

BriefingDocuments
Portfolio Overview
BriefingWalkthroughDocumentsDevelopmentsSOVFleetLocationsCoverageCyberLossesStewardshipContributorsBroker
Conversion Hub
Renewal Command Center
Coverage Scenario Explorer
Reports & Deliverables

Sample demo — demonstration, not a live client.

View access as

Crescent scoped-access demo

Two brokers on different lines, plus a lender on the Oakridge conversion. Preview only — this does not change the owner-controlled book. Only the owner Applies a verified fact.

Owner Admin — full book

Owner Admin. Verifies and Applies. Sees every line and the Oakridge conversion.

Placewell — Contributor

Contributor scoped to Property — buildings (c01). Access is not ownership.

Ridgeway — Contributor

Contributor scoped to Automobile (c04). Access is not ownership.

First National — Viewer

Viewer on the Oakridge Court conversion file. Read-only — not ownership of the book.

Scoped access

Full book

Your access is the full owner-controlled book. PRH does not place coverage or act as your broker. Only the owner Applies a verified fact to the book.

Portfolio Briefing

Crescent Bend Housing AuthoritySep 17, 2026

Top actions, deadlines, and material changes. A short read — not a dashboard and not the Board Report.

Sample demo

Current book · portfolio TIV $186,400,000. After owner Apply, this surface reads the owner-controlled book and keeps the previous value as a revision.

3critical issues7 items need your attention · 3 are verification decisions43closing daysDec 14, 2026renewal88days out

Top 3 actions

What to do next

  1. Owner

    Review VER-001 — Named-storm deductible on the property master

    Now

  2. Owner

    Review VER-002 — Submission log for approached markets

    Now

  3. Owner

    Review VER-003 — Updated automobile fleet schedule

    Now

Deadlines

Next dated items

  1. Sep 19, 2026Shared · SVC-003 · SOV review with owner — 2 days
  2. Sep 20, 2026Conversion · Umbrella additional insured — 3 days
  3. Sep 22, 2026Conversion · Servicing address on mortgagee — 5 days

Signature

What changed since your last briefing?

Dated records from Sep 5, 2026 through Sep 17, 2026 · sample last briefing (not a live login).

Broker submissions
3
Items awaiting owner verification
3
Commitments became overdue
1
Commitments completed
0
New quotes
0
Claim changes
0
Mitigation changes
0
Conversion changes
3

  1. Sep 15, 2026 · Conversion change

    LP / SP clause wording

    Oakridge Court · pending confirmation

  2. Sep 14, 2026 · Commitment became overdue

    SVC-010 overdue

    Endorsement requests in queue

  3. Sep 12, 2026 · Conversion change

    Additional insured — investor

    Oakridge Court · pending confirmation

Critical issues

Portfolio and transaction — top items only

Not the full Watchlist.

  1. criticalOakridge Court closing in 43 days

    Closing in 43 days · 3 items overdue · 6 due within 14 days · 1 critical dependency.

  2. criticalNamed storm 5% vs 2% on Oakridge Court

    $1.3M extra retention if a named storm hits $42.6M TIV at 5% instead of 2%. Source: Permanent lender · Permanent lender guide §4.3.

  3. RISK-OC-004critical

    Oakridge Court — Flood structure unresolved

    One flood-structure issue: determination, indicated NFIP, whether excess flood is structured, and closing evidence.

    Owner
    Owner
    Deadline
    Master renewal Dec 14, 2026
    Sources
    Conversion Hub flood exhibit

    Recorded

    • NFIP indicated $32,000. Southside Walk + scattered AE parcels
    • Excess flood not structured. Southside Walk (AE) · Scattered Sites (Mixed X / AE)

    Still needs action

    • SFHA pending. Oakridge Court — flood is not structured on the book until the zone is known.
    • Conversion impact. SFHA determination pending. Order determination, NFIP evidence and excess flood option

    Next action. Confirm SFHA, whether NFIP is in force, and record the premium — then apply to the owner master.

    Open the source record

Short briefing — top 3 only.

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