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

Oakridge conversion — read-only

Your access is the Oakridge Court conversion file on this owner-controlled book — read-only, not ownership of the book. Participation is optional. PRH does not place coverage or act as your broker. Only the owner Applies a verified fact to the book.

Can see

Oakridge Court conversion file — read-only
Connected records · Oakridge Court

Cannot see

Property and automobile lines
Stewardship commitments
Owner invite, roster, revoke, verification, and Apply
Add documents

Document Library

Classify, attach, then verify

Upload CSV or structured files to update matching fields. Policy PDFs and appraisals may be stored here; they do not auto-fill coverage lines. Proposed field changes wait on owner verification and never apply themselves. Files you upload are Customer Content. PRH stores the file and the recorded fields. It does not render a coverage opinion from the upload. Sample files are labeled Sample — not a live client file.

Sample demo

Document Library

Upload a file, classify it, and attach it to the portfolio or a property. Proposed field changes go to owner verification. Files you upload are Customer Content. PRH stores the file and the recorded fields. It does not render a coverage opinion from the upload.