Preview. Test data only. Do not upload a live insured’s files. Checkout is test mode — you will not be charged.

New workspace

Open a firm book, not the sample.

After checkout, you can upload structured schedules (CSV) and edit the book by hand. Concierge onboarding can load your book for you. Optional AI document extraction is not part of this version. You land in your own portfolio — not Crescent Bend.

Workspace software — not a legal opinion or coverage certification. Licensed advisors and the policy control.

Portfolio Risk Hub

Create a workspace

Email and password only. Live charges are not enabled.

Data rights

Your data rights. You retain all rights you have in the files and information you provide to the Service (“Customer Content”). PRH does not claim ownership of those files or of “all uploaded data.” Carrier, broker, lender, and other third-party materials remain subject to their owners’ rights; you must have authorization to provide them. We use your identifiable workspace data to run the Service for you. Separately, we may create and commercialize only sufficiently aggregated and de-identified analytics and benchmarks — never a sale of your identifiable book, and never a commercial dataset of tenant or resident personal information. Sharing property-level detail with carriers (an Underwriting Network) is not part of the base Service and would require a separate opt-in if offered later. Details: Terms §3 and Privacy Policy.

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