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

962 units · $186.4M TIV · 12 locations · Sample demo

BriefingDocumentsSign in
Portfolio Overview
BriefingWalkthroughDocumentsDevelopmentsSOVFleetLocationsCoverageCyberLossesStewardshipContributorsBroker
Conversion Hub
Renewal Command Center
Coverage Scenario Explorer
Reports & Deliverables

Sample demo — demonstration, not a live client.

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

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

Full book

Your access is the full owner-controlled book. PRH does not place coverage or act as your broker. Only the owner Applies a verified fact to the book.

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.

The whole owner-controlled book. Only the owner Applies a verified fact to the book.

  • Placewell Housing Insurance

    Alex Rivera · alex.rivera@placewell.example · Lines / programs / placements · Property — buildings · Incumbent broker contributor (sample). Scoped to Property — buildings. Access is not ownership.

    accepted

  • Ridgeway Specialty

    Jordan Lee · jordan.lee@ridgeway.example · Lines / programs / placements · Automobile · Second broker contributor (sample). Scoped to Automobile. Access is not ownership.

    accepted

  • First National Community Bank

    Morgan Hale · morgan.hale@fncb.example · Conversion / transaction · Oakridge Court, Oakridge Court Conversion Program · Lender read-only (sample). Scoped to the Oakridge Court conversion file.

    accepted
Open broker workspace (demo)Owner verification queue

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