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

42 vehicles · $885,800 fleet value · Automobile (c04) · Sample demo

BriefingDocuments
Portfolio Overview
BriefingDocumentsFleetCoverageStewardshipContributorsBroker

Sample demo — demonstration, not a live client.

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.

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

Automobile (c04) only

Your access is the Automobile (c04) line on this owner-controlled book — not ownership of the book. Participation is optional. PRH does not place coverage or act as your broker. Only the owner Applies a verified fact to the book.

Can see

  • Automobile (c04) on the authority master
  • The authority fleet
  • Auto-related stewardship on this line

Cannot see

  • Property — buildings (c01) and the property SOV
  • The Oakridge conversion file
  • Owner invite, roster, revoke, verification, and Apply

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-014

    Broker

    Automobile fleet schedule current

    Evidence now: Fleet schedule

Owner items you can assist with

Owner responsible — you may contribute evidence. You are not the responsible party on these items.

No owner, counsel, or carrier items on this book need evidence from you.

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.