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

Broker Stewardship (owner record)

The owner’s document tracking of the broker relationship

This is the owner’s workspace — a record of commitments and evidence the owner set for their broker relationship. It is not a PRH brokerage, not placement, and not a grade of the incumbent. The owner evaluates performance. Broker access is not ownership of the record: the owner controls data and permissions, and the history stays if the broker changes.

Sample demo

Current scoped property record · $72.2M TIV. After owner Apply, this surface reads the owner-controlled book and keeps the previous value as a revision.

Recorded partner

Placewell Housing Insurance

Incumbent broker (sample). Sample demo — not a live appointment.

How the book stays current

Burden sits with the people who already have the information

Operating mode: Broker Assisted (default). Contributor shares live on the contributors page.

Broker participation makes PRH easier; it is never required.

The broker can help maintain the book without owning the book.

Book contributors

Complete

How calculatedⓘ

How calculated

Finished — on time or late versus the due date, not last updated. This is not a broker score.

1

0 on time · 1 late

Open

1

Open — due date not yet reached.

Overdue

0

Overdue — past due, no completed date.

Awaiting response

How calculatedⓘ

How calculated

Count of rows that still need an owner response. Complete + open + overdue still equals every commitment. This is not a broker score.

1

Awaiting owner action, verification, or blocked by owner. Not a workflow bucket.

1 Complete · 1 Open · 0 Overdue = 2 commitments

Recorded process counts

Descriptive totals — not a performance grade

Service-category commitments

0

Category = Service

Completed on time

0

Completed date on or before due date

Completed late

1

Completed date after due date

Blocked by owner

How calculatedⓘ

How calculated

Blocked by owner — waiting on an owner response. Not partner overdue.

0

Waiting on owner — not attributed to partner

Commitments

What the owner asked to be completed

Market Process Record

Show only items requiring my attention

Show items where you must act: open, overdue, or awaiting your response. Broker overdue stays on the Overdue chip — it is not this list.

Due soon = open items with a due date in the next 14 days. Day counts compare Completed date to Due date, or today to Due date when still open.

  • SVC-001

    Renewal prep

    Broker

    Exposure request returned

    Source: 2026 Broker Services Agreement §4.2

    Due date
    Jul 30, 2026
    Completed date
    Aug 11, 2026
    Last updated
    Aug 12, 2026

    Evidence: Exposure workbook · Uploaded by broker · Aug. 11 · Verified by owner · Aug. 12

    • Complete — 12 days late
  • SVC-003

    Renewal prep

    Shared

    SOV review with owner

    Source: Owner-added request — Aug. 7, 2026

    Due date
    Sep 19, 2026
    Completed date
    —
    Last updated
    Sep 4, 2026

    Evidence: SOV markup · Uploaded by owner · Sept. 4

    • Submitted on time
    • Owner verification pending

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