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

Portfolio Risk Hub

Northbank Housing Partners

396 units · $91.9M TIV · 6 locations · Sample demo

BriefingDocuments
Portfolio Overview
BriefingWalkthroughDocumentsDevelopmentsSOVLocationsCoverageLossesStewardshipContributorsBroker
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

End-to-end record flow

Next step

Next step — open the source, Accept the proposed value, then Apply.

  1. Ingestion

    No source document on this book yet.

    Next step

  2. Contributor submission

    No contributor submission on this book.

    Next step

  3. Owner verification

    Accept a submitted change on Owner verification.

    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

    8 requirements on this conversion record.

    ✓ Complete

  9. Stewardship

    Existing record / unaffected by this change. Not every Apply writes Stewardship.

    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.