Stock agency reports

Table 1 summarizes the agency-related reports available out of the box. You can access all reports from the Report List screen.

Table 1: Stock agency reports.

Title of report in BriteCoreRecommended Run Cycle Purpose
Agency payments receivedMonthlyAgency-only report to view sweep payments.
Loss run report As needed Agent view only- Loss Run is a summary of all the claims that have occurred on a policy over a period of time.  An agent/agency can run a loss run report using the policy number and date range. Home Office Administrator accounts can create a loss run by impersonating the agent.