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

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

Sample demo — demonstration, not a live client.

End-to-end record flow

Watch one building-value change move through the entire insurance book

Demonstration — not a live client file. Accept confirms the source. Apply writes the owner-controlled book.

Sample demo

Workflow proof

VER-001

Next step

Next step — Accept the proposed building value, then Apply.

  1. Ingestion

    Source for VER-001: Placewell quote letter · MKT-003.

    ✓ Complete

  2. Contributor submission

    VER-001 · Named-storm deductible on the property master is on the queue.

    ✓ Complete

  3. Owner verification

    VER-001 is still Submitted. Accept this change — not the earlier verified items.

    Next step

  4. Owner-controlled book

    Apply is a second step after Accept. It writes the owner-controlled book.

    Next step

  5. Historical versioning

    Apply keeps the previous value as a revision.

    Next step

  6. Briefing

    Briefing will read the owner-controlled book after Apply.

    Next step

  7. Renewal

    Renewal reads the same owner-controlled book after Apply.

    Next step

  8. Conversion Hub

    31 requirements on this conversion record.

    ✓ Complete

  9. Stewardship

    Existing record / unaffected by this change. Cedar already has partner commitments on Stewardship — this building-value Apply does not rewrite them.

    Existing record / unaffected by this change

  10. Export

    Export the owner-controlled book from Reports after Apply.

    Next step

Accept

Confirms the source

Owner review Accepts the exhibit. Verify never writes the owner-controlled book.

Apply

Writes the book

Apply is a second step. It updates the schedule and keeps the previous value as a revision.

Revisions

Apply writes the first revision. The previous value stays on this page.

Capture

  1. Beat 1

    Ingestion

    Open the document library. A stored file is a source. It is not a coverage opinion and it is not an apply.

    Open documents

  2. Beat 2

    Contributor submission

    The broker (or owner) proposes a field change. Submitted facts wait on Owner verification.

    Open contributors

Govern

  1. Beat 3

    Owner review

    Accept confirms the source. Apply is a second step — it writes the schedule and keeps the previous value.

    Open owner verification

  2. Beat 4

    Owner-controlled book

    Apply writes the owner-controlled book. Verify never writes the owner-controlled book.

    Apply on the verify queue

Propagate

  1. Beat 5

    Historical versioning

    Each Apply stores a before → after revision. The previous value stays on this page.

    See revisions on this page

  2. Beat 6

    Briefing

    Briefing is the standing read of what changed on this same owner-controlled book.

    Open Briefing

  3. Beat 7

    Renewal

    Renewal Command Center organizes the next program year from the owner-controlled book — not a second file.

    Open Renewal

  4. Beat 8

    Conversion Hub

    Requirements, evidence, and coverage handoff stay on the same record.

    Open Conversion Hub

Output

  1. Beat 9

    Stewardship

    Existing record / unaffected by this change

    Partner commitments and evidence remain connected to the same owner-controlled book. This building-value change does not rewrite Stewardship.

    Open Stewardship

  2. Beat 10

    Revised report

    Board Report and the JSON book export read the owner-controlled book. Previous values stay in the revision history.

    Open export

PRH does not place coverage, render coverage opinions, or act as your broker.