Reports

Gen 3

Reports

Audits and policy management stock reports

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
Daily
Accompanies parcels requiring proof of certified mailing.

Monthly

Identify risks requiring reinspection.

Quarterly

Audit incomplete contact information.

Daily/Weekly

Audit of agent-initiated endorsements.

Weekly/Monthly

Review expiring policies.

Weekly/Monthly

Review renewing policies.

Weekly/Monthly

Identify unissued policies.

Quarterly

Analyze reason for cancellations.