Requirements Register
Every recorded insurance requirement with source, status, responsible party and recorded resolution path.
Preview. Test data only. Do not upload a live insured’s files. Checkout is test mode — you will not be charged.
Portfolio Risk Hub · Conversion Hub
Manage insurance requirements through conversion
Keep every insurance requirement, evidence item, variance and coverage transition tied to the conversion record.
Software and structured document coordination. Compare documents. Recorded process. Fee-based software. PRH does not place coverage, render coverage opinions, or act as your broker. Licensed advisors and the policy still control.
Workflow
Capture → Reconcile → Resolve → Transition
Requirements → Evidence → Variances → Coverage Handoff → Continuing Requirements.
01
Capture
Bring requirements, parties, evidence and the conversion file onto one owner-controlled record.
02
Reconcile
Compare recorded requirements, evidence and current program information.
03
Resolve
Track variances, endorsements and written confirmations through resolution.
04
Transition
Coverage handoff and continuing requirements after the conversion, on the same record.
PRH records the process. Licensed advisors and the policy control coverage decisions.
Core records
Seven connected records on the conversion
Party & Insured-Interest Register
Named insureds, mortgagees, loss payees and additional insureds on the conversion.
Evidence Ledger
Certificates, policies, endorsements and receipts tied to the conversion record.
Variance Record
Documented alternatives and remaining conditions — not a coverage opinion.
Coverage Handoff Timeline
Builder’s risk through occupancy to the permanent program.
Continuing Requirements Schedule
Policy delivery, renewal evidence and expiring approvals after the conversion.
Conversion Briefing
The operational read for this conversion — not the portfolio Briefing and not the Board Report.
Public product
Four pillars. One owner-controlled book.
See an active sample conversion.
Oakridge Court on Crescent Bend. Illustrative — not client data. Not a live closing.
hello@portfolioriskhub.com.