Broker participation makes PRH easier; it is never required.
Conversion Hub and Coverage Scenario Explorer are not in this broker view. Full portal is not built.
Limited broker workspace (demo)
Document the work you’re already doing.
First slice only — stewardship evidence and a thin market record. Uploads go to submitted, then owner verification. You cannot edit owner master facts from this desk. The broker can help maintain the book without owning the book.
Stewardship
Your commitments
Responsible party is Broker or Shared. Document the work you are already doing.
- SVC-003
Shared
SOV review with owner
Evidence now: SOV markup
Owner verification pending - SVC-004
Broker
Renewal strategy meeting
Evidence now: Meeting notes
- SVC-006
Broker
Submissions to approached markets
Evidence now: Submission log.pdf (broker upload)
Owner verification pending - SVC-009
Shared
Quarterly claims review
Evidence now: Claims review packet
Owner items you can assist with
Owner responsible — you may contribute evidence. You are not the responsible party on these items.
- SVC-007
Owner
Quotes recorded for owner review
Owner responsible — you may contribute evidence
Evidence now: Quote letters
- SVC-010
Owner
Endorsement requests in queue
Owner responsible — you may contribute evidence
Evidence now: Endorsement log
- SVC-012
Owner
Certificate requests current
Owner responsible — you may contribute evidence
Evidence now: Certificate log
- SVC-013
Counsel
Annual stewardship report
Counsel responsible — you may contribute evidence
Evidence now: Draft stewardship report
Market process (thin)
Record considered or approached
A quote or declination stub goes pending owner verification. This is not placement by PRH.
PRH reports the recorded process. The owner evaluates partner performance.