Table 1 summarizes the audit- and policy management-related reports available out of the box. You can access all reports from the Report List screen.
Table 1: Audit and policy management reports.
|Title of Report in BriteCore||Recommended Run Cycle||Purpose|
|Certificate of Mailing||Daily||Accompanies parcels requiring proof of certified mailing.|
|Inspections Due||Monthly||Identify risks requiring reinspection.|
|Incomplete Contacts||Quarterly||Audit incomplete contact information.|
|Policy Change Requests||Daily/Weekly||Audit of agent-initiated endorsements.|
|Policy Term Expirations||Weekly/Monthly||Review expiring policies.|
|Policy Renewals||Weekly/Monthly||Review renewing policies.|
|Uncommitted Policies/Revisions||Weekly/Monthly||Identify unissued policies.|
|Terminated Policies||Quarterly||Analyze reason for cancellations.|
|Historical Submitted Application||As Needed||Outlines details of all submitted applications that occurred over a date range, regardless of the current status of the policy or if the policy was accepted/rejected by underwriting.|