No stewardship commitments on this book yet
Owner-defined broker commitments appear when this workspace has a recorded partner and dates. Empty paid books stay empty — this desk will not invent a broker file.
Preview. Test data only. Do not upload a live insured’s files. Checkout is test mode — you will not be charged.
Broker Stewardship (owner record)
This is the owner’s workspace — a record of commitments and evidence the owner set for their broker relationship. It is not a PRH brokerage, not placement, and not a grade of the incumbent. The owner evaluates performance. Broker access is not ownership of the record: the owner controls data and permissions, and the history stays if the broker changes.
No stewardship commitments on this book yet
Owner-defined broker commitments appear when this workspace has a recorded partner and dates. Empty paid books stay empty — this desk will not invent a broker file.
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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.
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