A starting engagement stands up the workspace and loads the current book. It is fee-based software work — not placement and not a coverage file assembled for a carrier.
PRH does not place coverage, render coverage opinions, or act as your broker.
Included
Establish the owner-controlled workspace and baseline insurance record.
Load the operating record by hand, structured CSV, or concierge
Briefing, portfolio, stewardship, and owner verification on that book
Conversion Hub when the package includes an active conversion
The guided sample path so the owner can see the record before loading theirs
Additional project work
Scoped and billed separately when the owner asks for it.
Reconstructing multi-year loss history from carrier runs
Assembling a conversion file from scattered exhibits
Custom Board or lender packets beyond the sample outputs
Historical SOV backfill beyond the current program year
Limited add-ons
Additional workspaces or books
An extra active conversion record
A concierge refresh after a material program change
Not in this version
Placement, binding, or acting as broker
Coverage opinions or placement decisions
AI or LLM extraction of unstructured policy PDFs in this version
A percentage of premium, a rebate, or a promised return on premium
Data ownership and export
Portability is part of the product
You retain the rights you have in Customer Content. PRH does not claim ownership of your identifiable book. You can export the recorded book as a JSON portability file from Reports & Deliverables.
You retain the rights you have in Customer Content. The full data-rights terms stay on the legal pages — Data Rights in Terms and the Privacy Policy.