SOV and TIV
Buildings, values, and the schedule the program is written against.
Preview. Test data only. Do not upload a live insured’s files. Checkout is test mode — you will not be charged.
Portfolio Risk Hub · Portfolio
Maintain one continuously current record of assets, exposures, coverage, losses and renewals.
The owner-controlled insurance record for the book — not a broker report and not a once-a-year binder.
Software and structured document coordination. Fee-based software. PRH does not place coverage, render coverage opinions, or act as your broker. Licensed advisors and the policy still control.
The record
What the portfolio file holds
Briefing is the standing read of what changed. The file underneath is the book.
Programs and coverage
Master and project programs, deductibles, and the lines on each.
Losses
Recorded claims and how they attach to developments and programs.
Named insureds
Who is on the policy as entities change.
Requirements
Lender, investor, and conversion conditions tied to the same record.
Conversions
Active conversion files — when the package includes Conversion Hub.
Renewal
What has to be current before the next program year.
Stewardship
Owner-defined partner commitments and the evidence on file.
Public product
Four pillars. One owner-controlled book.
Briefing
Know what changed, what matters and what needs attention
Portfolio
Maintain one continuously current record of assets, exposures, coverage, losses and renewals
Conversion Hub
Keep requirements, evidence, variances and coverage transitions tied to the conversion record
Stewardship
Preserve partner commitments, market activity and supporting evidence over time
Samples
See the book on the owner type that matches yours
Crescent Bend demonstrates Book + Conversion Hub. Cedar demonstrates the Book package; Conversion Hub is not included. Northbank is the Multi-Entity Book.
Open a sample book.
Illustrative — not client data, and not your book.
hello@portfolioriskhub.com.