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

30 buildings · $72.2M property TIV · Property (c01) · selected locations · Sample demo

BriefingDocuments
Portfolio Overview
BriefingDocumentsDevelopmentsSOVLocationsCoverageStewardshipContributorsBroker

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

Property — buildings (c01) · selected authority locations

Your access is the Property — buildings (c01) line on selected authority locations — 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

  • Property — buildings (c01) · selected authority locations
  • The property SOV / buildings schedule
  • Property-related stewardship on this line

Cannot see

  • Automobile (c04) and the authority fleet
  • The Oakridge conversion file
  • Owner invite, roster, revoke, verification, and Apply

Market Process Record

What the owner recorded about the market universe

Document tracking on this book — not placement by PRH, and not “we steward the market.” Market outcome is not scored. This page records markets considered and approached, and whether evidence is on file.

Sample demo

Market process completeness

How calculatedⓘ

How calculated

Share of owner-defined marketing process steps that have a recorded result or exhibit. Distinct from Renewal file completeness and Portfolio data readiness. This is not a broker score.

88%

7 of 8 process steps have evidence

Renewal year

2027

Property — authority master

Considered — not approached

3

5 approached

Markets recorded

8

Placewell Housing Insurance · sample incumbent

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

Process checklist

Steps the owner asked to complete

  • MKT-STEP-01

    Present · Market strategy documented

  • MKT-STEP-02

    Present · Market universe considered recorded

  • MKT-STEP-03

    Present · Markets approached listed

  • MKT-STEP-04

    Present · Submissions recorded

  • MKT-STEP-05

    Present · Responses recorded

  • MKT-STEP-06

    Present · Quotes on file

  • MKT-STEP-07

    Present · Declinations on file

  • MKT-STEP-08

    Open · Owner review of indicated quotes

Market universe considered

2027 property renewal

IDMarketActionResponseReason / resultEvidence
MKT-001Housing Authority Specialty (incumbent package)ApproachedQuotedIndicated renewal on the master — not bound on this rowIncumbent indicationUploaded by broker · Aug. 21 · Verified by owner · Sept. 7
ProcessSubmission Jul. 25 · Acknowledgment Jul. 27 · Follow-up Aug. 9 · Response Aug. 19 · Quote Aug. 21 · Revised quote Aug. 29 · Final terms —
MKT-002Surplus habitational AApproachedDeclined to quoteAppetite / occupancy recorded in the decline noteDecline emailUploaded by broker · Aug. 17 · Verified by owner · Aug. 18
ProcessSubmission Jul. 30 · Acknowledgment Aug. 1 · Follow-up Aug. 14 · Response Aug. 17 · Quote — · Revised quote — · Final terms —
MKT-003Surplus habitational BApproachedQuotedIndication recorded; owner review is still openQuote letterUploaded by broker · Aug. 28 · Verified by owner · Sept. 6
ProcessSubmission Aug. 3 · Acknowledgment Aug. 5 · Follow-up Aug. 19 · Response Aug. 27 · Quote Aug. 28 · Revised quote — · Final terms —
MKT-004Regional admitted habitationalApproachedNo responseFollow-up date recorded; no quote on the bookFollow-up correspondenceUploaded by broker · Aug. 31
ProcessSubmission Aug. 11 · Acknowledgment Aug. 13 · Follow-up Aug. 31 · Response — · Quote — · Revised quote — · Final terms —
MKT-005NFIP write-your-ownApproachedQuotedIndicated NFIP premium already on the coverage scheduleNFIP indicationUploaded by broker · Jul. 30 · Verified by owner · Aug. 4
ProcessSubmission Jul. 20 · Acknowledgment Jul. 21 · Follow-up — · Response Jul. 30 · Quote Jul. 30 · Revised quote — · Final terms Aug. 4
MKT-006Coastal CAT surplusConsidered — not approached—Known CAT restriction — Named-storm concentration already on the bookUniverse memoUploaded by broker · Aug. 15 · Verified by owner · Aug. 17
ProcessSubmission — · Acknowledgment — · Follow-up — · Response — · Quote — · Revised quote — · Final terms —
MKT-007National admitted habitationalConsidered — not approached—Minimum premium — Program minimum exceeds this book’s TIV bandAppetite noteUploaded by broker · Aug. 15
ProcessSubmission — · Acknowledgment — · Follow-up — · Response — · Quote — · Revised quote — · Final terms —
MKT-008Mutual habitational specialtyConsidered — not approached—Broker recommendation (recorded) — Recorded on the incumbent’s universe memo — not a PRH placementUniverse memoUploaded by broker · Aug. 15 · Verified by owner · Aug. 17
ProcessSubmission — · Acknowledgment — · Follow-up — · Response — · Quote — · Revised quote — · Final terms —

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

Broker Stewardship (owner record)Renewal Command Center