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 BriteCoreRecommended Run CyclePurpose
Certificate of MailingDailyAccompanies parcels requiring proof of certified mailing.
Inspections DueMonthlyIdentify risks requiring reinspection.
Incomplete ContactsQuarterlyAudit incomplete contact information.
Policy Change RequestsDaily/WeeklyAudit of agent-initiated endorsements.
Policy Term ExpirationsWeekly/MonthlyReview expiring policies.
Policy RenewalsWeekly/MonthlyReview renewing policies.
Uncommitted Policies/RevisionsWeekly/MonthlyIdentify unissued policies.
Terminated PoliciesQuarterlyAnalyze reason for cancellations.
Historical Submitted ApplicationAs NeededOutlines 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.