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.
Preview. Test data only. Do not upload a live insured’s files. Checkout is test mode — you will not be charged.
Limited broker workspace (demo)
First slice only — stewardship evidence and a thin market record. Uploads go to submitted, then owner verification. You cannot edit owner master facts from this desk. The broker can help maintain the book without owning 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.
No open commitments on this book
Empty paid books stay empty. The owner can still load records without a broker.
Market process (thin)
A quote or declination stub goes pending owner verification. This is not placement by PRH.
PRH reports the recorded process. The owner evaluates partner performance.
Upload
Upload CSV or structured files to update matching fields. Policy PDFs may be stored; loading them into coverage lines in v1 is concierge or hand entry unless a later optional AI feature is on.
Ready to upload