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.
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 the owner-controlled book from this desk. The broker can help maintain the book without owning the book.
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.
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.
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.
Coverage fact
Propose a change to the owner-controlled book
Submit writes the queue only. Accept and apply stay with the owner. This is not placement.
PRH reports the recorded process. The owner evaluates partner performance.