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 demo

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.

Completeness

Contributor file — recorded percents

Evidence on file: 69%
Market process recorded: 88%

These percents live here only — not on Overview, Briefing, or Stewardship.

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.

Placewell Housing Insurance
Alex Rivera · alex.rivera@placewell.example · Incumbent broker contributor (sample). Access is not ownership.
accepted

Open broker workspace (demo)Owner verification queue

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