BriteCore RealTime Dashboards are role-based analytic views under Reports → Dashboards. Each dashboard provides filters, tables, and visuals for a specific audience. Data is refreshed based on the selected date ranges and filters.

How to open: In BriteCore, go to Reports → Dashboards. Use the dashboard selector at the top to choose Claims Manager, CEO, Agency Principal, CFO, or Underwriting Manager.

Product demo URL: https://yoursitename.britecore.com/britecore/reports/analytic_dashboards

Why these dashboards

Each dashboard is built for a specific role and answers the questions that make that person more effective:

Claims Manager — Run a tighter claims operation: see where losses concentrate, balance workloads, and hold vendors and contractors accountable—all in one place.
CEO — Answer the board on profitability, retention, and agency performance without waiting for reports. Spot what’s working and where to act in the last 30 days.
Agency Principal — Run your agency like a business: commissions, production, and what’s due from policyholders in one view so you can grow the book and protect cash flow.
CFO — Own the numbers: policy transactions, cash, and payments in one place for forecasting, reconciliation, and month-end close.
Underwriting Manager — Balance growth and risk: see where premium and claims concentrate, who drives loss, and how to sharpen guidelines and pricing.

Widget options (all dashboards)

Every widget (chart, table, or map) on every dashboard supports the same set of actions. Use the widget’s menu or toolbar (often at the top-right of the tile) to access them:

Option	Description
Filter	Filter the data shown in that widget (e.g. by field, value, or date). Filtering is applied to the current visual; some dashboards also let filters from one widget affect others.
Sort	Sort the data in the widget (e.g. by column, ascending/descending). On tables, sort is often available from the column header.
Export to CSV or Excel	Export the data behind the widget to a file. Choose CSV or Excel (.xlsx) from the widget menu. The export includes the data currently displayed (or available) for that visual. Notifications such as “Working on your CSV file” / “Your CSV is ready” may appear.
Expand to full screen	Expand the widget to full screen for a larger view. Use the same control again (or Escape) to return to the dashboard layout.

These behaviors are consistent across all BriteCore RealTime Dashboards and are similar to AWS QuickSight dashboard visuals (filter, sort, export, and visual-level options from the widget menu). Individual dashboard and tab docs below describe what each widget shows; filtering, sorting, export, and full-screen are available on each unless the UI indicates otherwise.

Dashboard index

Dashboard	Purpose	Why it helps	Tabs	Full documentation
Claims Manager	Claims performance and losses (summary, detail, contractor tracking)	See where losses concentrate, balance workloads, and hold vendors accountable.	Summary, Detail, Contractor Tracking	claims-manager-dashboard.md
CEO	Executive view: profitability, retention, current events, agency profile	Answer the board and act on what’s working—profitability, retention, and agency performance in one view.	Profitability, Retention, Current Events, Agency Profile	ceo-dashboard.md
Agency Principal	Agency-focused: commissions, production, payments due, summary metrics	Run the agency like a business: commissions, production, and receivables in one place.	Summary, Commissions, Production, Payments Due	agency-principal-dashboard.md
CFO	Policy transactions, cash, payments, and policy changes	Own the numbers for forecasting, reconciliation, and month-end close.	Policy Transactions, Policy Transaction Details, Cash Summary, Cash Details, Payments, Policies Changes	cfo-dashboard.md
Underwriting Manager	Policy/premium info, claim information, claims changes	Balance growth and risk with clear views of book composition and loss drivers.	Policy and Premium Information, Claim Information, Claims Changes	underwriting-manager-dashboard.md

Claims Manager Dashboard

Location: Reports → Dashboards → Claims Manager (selector: Claims Manager, CEO, Agency Principal, CFO, Underwriting Manager)

URL (product demo): https://yoursitename.britecore.com/britecore/reports/analytic_dashboards

The Claims Manager dashboard gives a high-level view of claims performance and losses. It has three tabs: Summary, Detail, and Contractor Tracking. On every widget, filtering, sorting, export to CSV or Excel, and expand to full screen are available—see Widget options (all dashboards) in the main doc.

Why it matters for you: Run a tighter claims operation without digging through spreadsheets. See where losses concentrate so you can focus resources and report up with confidence, balance adjuster workloads, and hold agencies and vendors accountable—all from one place.

Summary tab

Why this tab helps: See where losses are coming from by category, line, and agency so you can spot trends, allocate resources, and tell a clear story to leadership. The maps and top-10 views make it easy to see geographic and agency hotspots at a glance.

The Summary tab focuses on losses by category, agency performance, and claim counts.

Controls

Date filter: Incurred Date (configurable)
Start date / End date: Define the date range for all widgets and the table.
Agency Name: Filter by agency (e.g. “All” or a specific agency).
Adjuster Name: Filter by adjuster (e.g. “All” or a specific adjuster).

Additional toolbar actions: refresh, undo, redo, and a settings (gear) icon for dashboard options.

Main table: Losses Incurred by Category for Specified Incurred Dates

A detailed table of losses with drill-down by:

Category (e.g. Gross Loss)
Sub Category (e.g. Loss, Salvage, Subrogation)
Line of Business (e.g. Auto Business, Commercial Businessowners, Commercial General Liability, Personal Homeowners)
Policy Type (e.g. Personal Auto)

Columns:

Column	Description
Category	Top-level loss category
Sub Category	Loss, Salvage, or Subrogation
Line of Business	Product line
Policy Type	Type of policy
Change in Reserve	Change in reserve for the period
Paid Amount	Amount paid
Incurred Amount	Total incurred
Claims	Number of claims

Subtotals appear by line of business; a Total Net row summarizes Change in Reserve, Paid Amount, Incurred Amount, and Claims. The table supports layout and filter options in the header.

Claims Manager Summary – Losses incurred table

Widgets (below the table)

Top 10 Agencies by Gross Losses Paid
Vertical bar chart of agencies by paid gross losses. Supports drill down.
Map of Gross Losses Incurred
Map widget for geographic view of losses. Requires at least one geospatial field (Country, State, County, City, or Postcode) or latitude and longitude to display points.
Top 10 Claims Counts
Horizontal bar chart of insureds by number of claims. Supports drill down.
Top 10 Total Gross Losses Paid
Horizontal bar chart of insureds by total gross losses paid. Supports drill down.

Claims Manager Summary – Middle section (charts and map)

Claims Manager Summary – Loss triangle

Detail tab

Why this tab helps: Drill into any claim for reserves, payments, and reinsurance in one view. Perfect for large-loss reviews, reserve adequacy checks, and answering “what happened on this claim?” without opening multiple screens. Export to CSV for deeper analysis or audits.

The Detail tab shows claim-level data in a single table: one row per claim, with identifiers, dates, assignment, policy/location, reinsurance, and financial breakdowns. The same dashboard controls (date filter, start/end date, agency, adjuster) apply. Data can be exported (e.g. CSV) for analysis.

Claims Manager – Detail tab

Table: Claim details (columns)

Identification & link

Column	Description
Claim Number	Unique claim identifier (e.g. C-2025-94).
Claim Link	URL to open the claim in BriteCore (claim information page).

Dates

Column	Description
Loss Date	Date of loss.
Reported Date	Date the claim was reported.
Last Reserve Change	Date of the most recent reserve change.

Status & cause

Column	Description
Claim Status	Workflow status (e.g. Open Standard, Pending Submitted, Reopened Salvage, Pending Unsubmitted).
Cause of Loss	Cause(s) of loss (e.g. Hail, Wind, Fire, Bodily Injury Liability).

Assignment & policy

Column	Description
Agency Name	Writing agency.
Adjuster Name	Assigned adjuster.
Underwriter Name	Underwriter.
Insured Name	Named insured.
Policy Number	Policy identifier.
State	Policy/claim state.
Line of Business	Product line (e.g. Personal Homeowners, Auto Business, Commercial General Liability).
Policy Type	Policy form/type (e.g. Homeowners Form 2, Personal Auto).
Cat Number	Catastrophe number, if applicable.
Zip Code	Location zip code.

Reinsurance

Column	Description
Reinsurance Contract Number	Reinsurance contract reference.
Reinsurer Name	Reinsurer (e.g. Guy Carpenter).

Financial totals

Column	Description
Total Paid	Total amount paid.
Reinsurance Recovery	Amount recovered from reinsurance.
Net Paid	Total paid minus reinsurance recovery.
Total Incurred	Total incurred (reserves + payments).
Reinsurance Incurred	Incurred ceded to reinsurance.
Net Incurred	Total incurred minus reinsurance incurred.

Loss

Column	Description
Loss Reserved	Loss reserve.
Loss Paid	Loss paid to date.
Loss Incurred	Loss incurred (reserve + paid).

Adjusting expense

Column	Description
Adjusting Reserved	Adjusting expense reserve.
Adjusting Paid	Adjusting expense paid.
Adjusting Incurred	Adjusting expense incurred.

Legal

Column	Description
Legal Reserved	Legal reserve.
Legal Paid	Legal paid.
Legal Incurred	Legal incurred.

Subrogation

Column	Description
Subrogation Reserved	Subrogation reserve.
Subrogation Received	Subrogation recovered.
Subrogation Incurred	Subrogation incurred (often negative as recovery).

Salvage

Column	Description
Salvage Reserved	Salvage reserve.
Salvage Received	Salvage recovered.
Salvage Incurred	Salvage incurred (often negative as recovery).

Reinsurance

Column	Description
Reinsurance Reserved	Reinsurance reserve.

Detail export example: Claim_Details_1773632950990.csv in this folder.

Contractor Tracking tab

Why this tab helps: See which claims use contractors, attorneys, or public adjusters—and how that ties to paid and incurred amounts. Use it to manage vendor assignments, spot patterns in outside rep usage, and keep contractor and legal spend aligned with outcomes.

The Contractor Tracking tab shows claim-level rows keyed by contractor and other reps: one row per claim with contractor (when assigned), adjuster, attorney, and public adjuster, plus policy type, last reserve change, and the same financial breakdown as the Detail tab. Use it to see which claims have contractors (or attorneys/public adjusters) and their financials. The same dashboard controls (date filter, start/end date, agency, adjuster) apply. Data can be exported (e.g. CSV).

Claims Manager – Contractor Tracking

Table: Contractor tracking (columns)

Contractor & link

Column	Description
Contractor Name	Name of the contractor assigned to the claim (blank if none).
Contractor Link	URL to the contractor’s contact record in BriteCore; when no contractor, the link has no id.

Claim & assignment

Column	Description
Claim Number	Unique claim identifier.
Adjuster Name	Assigned adjuster.
Attorney Name	Attorney on the claim, if any.
Public Adjuster Name	Public adjuster on the claim, if any.

Policy & date

Column	Description
Policy Type	Policy form/type (e.g. Homeowners Form 2, Personal Auto).
Last Reserve Change	Date of the most recent reserve change.

Financial (same structure as Detail tab)

Column	Description
Total Paid	Total amount paid.
Reinsurance Recovery	Amount recovered from reinsurance.
Net Paid	Total paid minus reinsurance recovery.
Total Incurred	Total incurred.
Reinsurance Incurred	Incurred ceded to reinsurance.
Net Incurred	Total incurred minus reinsurance incurred.
Loss Reserved / Loss Paid / Loss Incurred	Loss reserve and payments.
Adjusting Reserved / Adjusting Paid / Adjusting Incurred	Adjusting expense.
Legal Reserved / Legal Paid / Legal Incurred	Legal.
Subrogation Reserved / Subrogation Received / Subrogation Incurred	Subrogation.
Salvage Reserved / Salvage Received / Salvage Incurred	Salvage.
Reinsurance Reserved	Reinsurance reserve.

Contractor Tracking export example: Claim_Detail_1773633121875.csv in this folder.

Documentation based on yoursitename.britecore.com and exported CSVs. All three tabs (Summary, Detail, Contractor Tracking) documented.

CEO Dashboard

Location: Reports → Dashboards → CEO (selector: Claims Manager, CEO, Agency Principal, CFO, Underwriting Manager)

URL (product demo): https://yoursitename.britecore.com/britecore/reports/analytic_dashboards

The CEO dashboard gives an executive view of profitability, retention, current events, and agency profile. It has four tabs: Profitability, Retention, Current Events, and Agency Profile. On every widget, filtering, sorting, export to CSV or Excel, and expand to full screen are available—see Widget options (all dashboards) in the main doc.

Why it matters for you: Answer the board’s questions on profitability, retention, and agency performance without waiting for reports. See what’s working and where to act—from loss ratio by line and geography to the last 30 days of quotes, issues, and cancellations—so strategy is grounded in current data.

CEO Dashboard overview

Profitability tab

Why this tab helps: Know which lines and geographies make money and where loss ratios are off target. Use year-over-year and target comparisons to decide where to push underwriting, pricing, or distribution—and to tell a clear profitability story to the board.

The Profitability tab focuses on loss ratios, year-over-year comparison, and profitability by policy type, geography, and agency.

Controls

Start Date / End Date: Define the date range for all widgets and tables (e.g. 02/01/2024 – 01/31/2025).
Target Ratio: Target loss ratio used as a benchmark (e.g. 48%).
Line of Business: Filter by line (e.g. “All” or a specific line).
Policy Type: Filter by policy type (e.g. “All” or a specific type).
Stat: Additional stat filter (dropdown).

Toolbar: undo, redo, settings (gear), and optional save/restore of dashboard settings (e.g. “Save Settings”, “Restore Settings rjf”, “Overwrite Settings rjf”).

CEO Profitability – loss ratio KPIs

Key performance indicators (KPIs)

Direct Loss Ratio Year-Over-Year Comparison
- 2025 and 2024 loss ratio percentages.
- Change: Percentage change between years (e.g. -1,306.2% indicates a large decrease from 2024 to 2025).
Year-to-Date Loss Ratio
- Loss Ratio: Current YTD loss ratio.
- Change: Percentage change (e.g. -46.5%).
- Target Ratio: Benchmark (e.g. 48.0%).

Widgets and tables

Direct Loss Ratio by Policy Type Bar chart comparing loss ratio for 2024 (dark blue) and 2025 (light blue) by policy type (e.g. Personal Auto, Mobile Homeowners, Homeowners Form 2/4, Commercial General Liability, Businessowners). A horizontal dashed line shows the Target (e.g. 48%). Supports comparison across years and against target.

CEO Profitability – Direct Loss Ratio by Policy Type

Loss Ratio by Area Map of the selected territory (e.g. Northeast US) with regions shaded by loss ratio. Legend: 0% (green) to 200% (red). Zoom in/out controls. Use to see geographic concentration of loss ratio.

CEO Profitability – Loss Ratio by Area

Agency Profitability Table: Agency Name | Loss Paid | Loss Incurred. One row per agency plus a Total row. Scrollable if many agencies.

CEO Profitability – Agency Profitability table

Loss Ratio by County
Table: County | Premium. One row per county; scrollable. “null” may appear for records with no county.
Loss Ratio by Zip Code
Table: Zip Code | Premium. One row per zip; scrollable. “null” may appear for records with no zip.

Retention tab

Why this tab helps: See whether you’re keeping and growing the right business—by line, county, and agency. Retention and issued rates by geography help you spot strong or weak markets and align incentives and underwriting with where the book is actually moving.

The Retention tab focuses on in-force policy changes over a date range: retention rate, in-force change rate, counts by change type, and geography. It answers how many policies were retained, issued, canceled, or reinstated and how that varies by line of business and county.

Controls

Start Date / End Date: Date range for the analysis (e.g. 02/01/2024 – 01/31/2025).
% Retention Target: Target retention percentage used as a benchmark (e.g. 80).
Line of Business: Filter by line (e.g. “All” or a specific line).
Policy Type: Filter by policy type (e.g. “All” or a specific type).

Note: This analysis is recompiled in real time and may take a moment.

Section title

Inforce Policies Changes Between [Start Date] and [End Date] – summary and detail for the selected range.

Key performance indicators (KPIs)

Retention Rate
Donut/gauge (0%–100%). Shows current retention rate (e.g. 0% in red when no retention in the range).
Inforce Change Rate
Donut/gauge (0%–100%). Shows in-force change rate; may show “N/A” when there is no data.
Summary table by Line of Business
Columns: Line of Business | Attrition Rate | Retention Rate | Issued Rate | Inforce Change | Inforce. One row per line; shows rates and counts (e.g. Auto Business, Commercial Businessowners, Commercial General Liability, Personal Homeowners, Personal Mobile Homeowners).

CEO Retention – Count of policy changes

Charts and maps

Count of Policy Changes for All Line(s) of Business
Horizontal bar chart. Categories: Begin Inforce, Range Canceled, Range Issued, Range Retained, Range Reinstated, End Inforce. Legend: End Inforce (green), Increase (brown), Decrease (red). Shows counts per change type.
Retention Rate by County for All Line(s) of Business
Map of the region with counties shaded by retention rate. Legend: 0% (red) to 100% (green). Zoom in/out. Selecting a county filters the detail table below.
Issued Rate by County for All Line(s) of Business
Same geography, counties shaded by issued rate. Legend: 0% (red) to 100% (green). Zoom in/out. Selecting a county filters the detail table below.
Export columns: State | County | Issued Rate (CUSTOM). One row per state/county; Issued Rate may be blank. Export example: Issued_Rate_by_Count_1773633521371.csv.

CEO Retention – Issued vs retention rate by county

Detail data table (scrollable) Instruction above table: “Select any county in the map visuals to filter this table.” Columns: Stat | County | Agency Name | Policy Number | Begin Inforce | Begin Inforce Premium | Range Canceled | Range Canceled Premium | Range Issued | Range Issued Premium | Range Retained | Range Reinstated | Range Retained Premium | End Inforce | Change Premium. One row per policy/stat combination; many rows may have “null” for County. Horizontal and vertical scroll. Bottom row is an aggregate/total.

CEO Retention – Detail list by agency

Inforce Change by County for All Line(s) of Business
Horizontal bar chart: county (e.g. Gardner) vs in-force change count.
Premium Change by All Line(s) of Business
Horizontal bar chart: premium change by line of business.

Current Events tab

Why this tab helps: React to the last 30 days instead of last quarter. See quote volume vs issuance, in-force premium changes, and issued/canceled/reinstated counts and premiums so you can spot momentum, fix conversion, or address cancellations before they become a trend.

The Current Events tab focuses on recent activity over the past 30 days: quotes vs issued policies, quote-to-issue ratio, change in in-force premium, and counts and premiums for issued, canceled, and reinstated policies.

Controls

Line of Business: Filter by line (e.g. “All” or a specific line).
Policy Type: Filter by policy type (e.g. “All” or a specific type).
State: Filter by state (e.g. “All” or a specific state).

The dashboard may show notifications when exporting (e.g. “Working on your CSV file” / “Your CSV is ready”).

Widgets

30-Day Policies Quoted vs Issued
Horizontal bar chart by line of business. Compares Month Quotes (dark green) and Month Issued (brown/orange). Lines can include Personal Homeowners, Auto Business, Agricultural Farm, Commercial Businessowners, Commercial General Liability, Commercial Property, Personal Dwelling, Personal Mobile Homeowners. Use to see quote volume vs issuance by line.
Quote to Issue Ratio
Half-circle gauge (0%–100%) showing the overall quote-to-issue ratio. An Agency Name filter below the gauge (e.g. “All”, “Agency Services (0002-000-0000)”, “Test Agency”) can narrow the ratio to a single agency.
30-Day Change in Inforce Premium
Vertical bar chart by line of business. Shows dollar change in in-force premium over the last 30 days: green bars for increases (e.g. Personal Homeowners +$6.85K), red bars for decreases (e.g. Auto Business -$62.72K). Other lines may show $0.00 when there is no change.
30-Day Policies Issued, Canceled, and Reinstated
Vertical bar chart with four bars: Month Issued, Month Canceled, Month Reinstated, and Change. Legend: Change (green), Increase (brown). Shows count of policies issued, canceled, and reinstated in the period and the net change.
30-Day Premiums Issued, Canceled, and Reinstated
Vertical bar chart with the same structure: Month Issued, Month Canceled, Month Reinstated, and Change (in dollars). Legend: Change (green), Increase (brown). Shows premium volume issued, canceled, and reinstated and the net premium change.

CEO Current Events – 30-day tables

Agency Profile tab

Why this tab helps: Evaluate agencies on what matters: premium change, retention, cancellations, and new losses. Use this view to have data-backed conversations with partners, align incentives, and spot top performers or agencies that need support before results show up in year-end reports.

The Agency Profile tab gives an agency-focused view of recent activity: change in in-force premium by line, 30-day policies and premiums issued/canceled/reinstated, policies issued in the past 30 days, policies pending cancellation, canceled/reinstated in the past 30 days, and 30-day new losses incurred. Filters let you narrow by agency, line, policy type, and state.

Controls

Target Ratio: Benchmark value (e.g. 48).
Agency Name: Filter by agency (e.g. “All” or a specific agency).
Line of Business: Filter by line (e.g. “All” or a specific line).
Policy Type: Filter by policy type (e.g. “All” or a specific type).
State: Filter by state (e.g. “All” or a specific state).

The dashboard may show a notification when a CSV export is ready.

CEO Agency Profile – Top 4 views

Widgets and tables

Change in-force premium by line (top row)
- Personal Dwelling and Personal Mobile Homeowners: Horizontal bar or progress-style charts (e.g. 0–15 scale). May show no data.
- Auto Business: Bar chart titled Change Inforce Premium (Custom). One bar (e.g. green for -$62.72K) on a scale from about -$60K to $20K. Shows net change in in-force premium for the selected period.
30-Day Policies Issued, Canceled, and Reinstated
Vertical bar chart: Month Issued, Month Canceled, Month Reinstated, Change. Legend: Change (green), Increase (brown). Same structure as on the Current Events tab; values reflect the selected agency/filters.
30-Day Premiums Issued, Canceled, and Reinstated
Vertical bar chart: Month Issued, Month Canceled, Month Reinstated, Change (in dollars). Legend: Change (green), Increase (brown). Same structure as Current Events; values reflect the selected agency/filters.
Policies Canceled / Reinstated Past 30-Days
Visual (e.g. chart or list) of policies canceled or reinstated in the last 30 days. May display “No data. There was no data found for the visual.” when empty.
Policies Pending Cancellation
Visual or table of policies with pending cancellation. May display “No data” when there are none.
Policies Issued Past 30-Days
Table columns: Policy Type | Policy Number | Policy Link | Insured Name. One row per recently issued policy; Policy Link opens the policy. Scrollable.
30-Day New Losses Incurred
Table columns: Policy Type | Claim Number | Claim Link | Policy Number | Policy Link | Policy Status | Month Loss Incurred (or similar). One row per new loss in the period; Claim Link and Policy Link open the claim and policy. Scrollable.

CEO Agency Experience – Middle section

CEO Agency Experience – Third block

CEO Agency Experience – Bottom graphs

Documentation based on yoursitename.britecore.com. All four CEO dashboard tabs (Profitability, Retention, Current Events, Agency Profile) are documented.

Agency Principal Dashboard

Location: Reports → Dashboards → Agency Principal (selector: Claims Manager, CEO, Agency Principal, CFO, Underwriting Manager)

URL (product demo): https://yoursitename.britecore.com/britecore/reports/analytic_dashboards

The Agency Principal dashboard gives an agency-focused view of commissions, production, payments due, and summary metrics. It has four tabs: Summary, Commissions, Production, and Payments Due. On every widget, filtering, sorting, export to CSV or Excel, and expand to full screen are available—see Widget options (all dashboards) in the main doc.

Why it matters for you: Run your agency like a business. See commissions, production, and what’s due from policyholders in one place—so you can grow the book, reward the right producers, and keep cash flow healthy without jumping between reports.

Summary tab

Why this tab helps: Track commission and loss trends over time with YTD and multi-year comparisons. Use it to plan ahead, compare this year to last, and have a single “state of the agency” view for yourself or your carrier.

The Summary tab shows commission paid YTD, commission paid over time, and 3-year month-to-month (M2M) and year-to-year (Y2Y) comparisons for policy and loss data. Use the controls to filter by agency, month, line of business, policy type, state, and lookback years.

Agency Principal – Summary tab (top)

Controls

Month: Selected month (e.g. 2/2026).
Agency Name: Filter by agency (e.g. “All” or a specific agency).
Line of Business: Filter by line (e.g. “All” or a specific line).
Policy Type: Filter by policy type (e.g. “All” or a specific type).
State: Filter by state (e.g. “All” or a specific state).
Years Look Back: Number of years to include in comparisons (e.g. 3).

Toolbar: undo, redo, settings (gear), Save Settings, Reset.

Section: Summary for [Agency/All]

Instruction: “Please use the sheet controls to filter data by Agency, Month etc.”

Widgets and tables

Commission Paid YTD (Year-to-Date)
Large summary box. Shows year-to-date commission paid; may display “No data.” when there is none for the selected filters.
Commission Paid over Time
Small summary table with time-period columns (e.g. “Apr 2025”, “Nov 2024”). Rows: Current Year, Previous Year, Change. Values are dollar amounts (e.g. ($7.58), $210.30). Previous Year and Change may be empty.
3-Year M2M Comparison (Month-to-Month – Detailed Policy Data)
Table: one row per month (e.g. Feb 2025, Feb 2024).
Columns: Month | Inforce Count | New Count | Reinstated Count | Canceled Count | New Written | Renewal Written | Endorsed Written | Canceled Written | Reinstated Written | Written Premium | Earned | % Change.
Shows policy counts and written/earned premium by month. Table options (e.g. sort, filter) may appear next to the title.
3-Year M2M Comparison (Month-to-Month – Loss Data)
Table: one row per month.
Columns: Month | Loss Paid | Loss Incurred | Active Claims | Reported Claims | Loss Ratio.
Shows loss and claim activity by month.
3-Year Y2Y Comparison (Year-to-Year – Detailed Policy Data)
Table: one row per year (e.g. 2025, 2024).
Columns: Year | Inforce Count | New Count | Reinstated Count | Canceled Count | New Written | Renewal Written | Endorsed Written | Canceled Written | Reinstated Written | Written Premium | Earned | % Change.
Same policy metrics as M2M but at year level.
3-Year Y2Y Comparison (Year-to-Year – Loss Data)
Table: one row per year.
Columns: Year | Loss Paid | Loss Incurred | Active Claims | Reported Claims | Loss Ratio.
Same loss metrics as M2M but at year level.

Agency Principal – Summary tab (bottom)

Commissions tab

Why this tab helps: See who earns what and on which policies—so compensation is fair, producer conversations are grounded in data, and you can spot top performers or correct course when commission doesn’t match production. The detail table supports exports for payroll or carrier reporting.

The Commissions tab shows commission details over a 3-year window: total commissions by line of business (pie chart), top 10 agents by commission paid (bar chart), and a detailed table of commission entries by month, agency, agent, policy, and term. Use the controls to filter by month, agency, line of business, policy type, and state. CSV export is available; notifications (“Working on your CSV file” / “Your CSV is ready”) may appear.

### Controls

Month: Selected month (e.g. 2/2026).
Agency Name: Filter by agency (e.g. “All” or a specific agency).
Line of Business: Filter by line (e.g. “All” or a specific line).
Policy Type: Filter by policy type (e.g. “All” or a specific type).
State: Filter by state (e.g. “All” or a specific state).

Same toolbar as Summary (undo, redo, settings, Save Settings, Reset).

Section: Commission Details for [Agency/All]

Instruction: “Please use the sheet controls to filter data by Agency, Month etc.”

Widgets and table

3-Year Total Commissions Paid by Lines of Business
Pie chart showing the share of total commissions by line of business (e.g. Personal Homeowners $202.72 (100%)). One slice per line; values and percentages may sum to 100%.
3-Year Top 10 Agents for All Lines of Business
Horizontal bar chart. X-axis: Commission Paid (Sum) (e.g. $0 to $250). One bar per agent (e.g. “Agent Steward (123456)” $202.72). Chart options (e.g. sort, export) may appear at the bottom right.
3-Year Commission Details for All Lines of Business
Detailed table; one row per commission record. Horizontal scroll for all columns. Data reflects the selected filters (month, agency, line, policy type, state). Link opens the policy in BriteCore.
Columns (full list from export):

Column	Description
Month	Commission period (date).
Agency Group	Agency group name and code (e.g. Agency Insurance Group (0002-000-0000)).
Agency Name	Agency name and code (e.g. Agency Services (0002-000-0000)).
Agent Name	Agent name and identifier (e.g. Agent Steward (123456)).
Policy Number	Policy identifier (e.g. P-2024-5).
Link	URL to the policy in BriteCore.
Line of Business	Product line (e.g. Personal Homeowners).
Insured Name	Named insured.
Term Start - End	Policy term (e.g. 18/Nov/2024 - 18/Nov/2025).
Composite Commission Rate	Commission rate applied (e.g. 0.1 = 10%).
Commission Paid	Commission amount paid (can be negative e.g. -7.58).
Premium	Associated premium amount.

Export example: _3-Year_Commission_D_1773633946259.csv.

Production tab

Why this tab helps: Understand how quotes turn into policies—by agency or agent—and how in-force count and premium are trending. Use it to see where conversion is strong or weak, where to coach or invest, and how the book is growing month over month.

The Production tab shows agency productivity over a 3-year window: quoting activity (started, quoted, submitted, issued, canceled), quote conversion by agency, month-to-month in-force policy count and premiums by agency, and quote status by zip code. Use the controls to filter by month, agency, line of business, and policy type, and to group by Agency or Agent. CSV export may show “Working on your CSV file” / “Your CSV is ready.”

Controls

Agency Principal – Production tab (top)

Month: Selected month (e.g. 2/2026).
Group By: Agency (or Agent) – controls how data is grouped in the tables.
Agency Name: Filter by agency (e.g. “All” or a specific agency).
Line of Business: Filter by line (e.g. “All” or a specific line).
Policy Type: Filter by policy type (e.g. “All” or a specific type).

Same toolbar as other tabs (undo, redo, settings, Save Settings, Reset).

Section: Agency Productivity

Instruction: “Please use the sheet controls to see data grouped by Agency or Agent and to filter data by Agency, Month etc.”

Tables

3-Year Quoting Activities by Agency for All Lines of Business
Rows: Total, 2025, 2024 (or by year within the 3-year lookback).
Columns (Quote Status): Started | Quoted | Submitted | Issued | Canceled.
Counts of quotes at each stage (e.g. Total: Started 123, Quoted 102, Submitted 52, Issued 157, Canceled 3). Use to see quote funnel volume over time.
3-Year Quote Conversion by Agency for All Lines of Business
One row per agency (e.g. Agency Services (0002-000-0000), Test Agency).
Columns: Agency | Quoted | Issued | Conversion Rate | Quoted Premium | Issued Premium.
Conversion Rate = Issued / Quoted (e.g. 40.48%, 64.52%). Table options (expand/collapse, filter, menu) may appear next to the title.
3-Year M2M Inforce Policy Count and Premiums by Agency for All Lines of Business
One row per agency plus Total and Not Assigned.
Columns: For each month (e.g. Feb 2025, Feb 2024): Policy (count) | Premium (dollar amount).
Shows in-force policy count and premium by agency and month (e.g. Total Feb 2025: 114 policies, $378,300+ premium).
3-Year Quote Status by ZipCode for All Lines of Business
Table of quote status or activity by zip code; extends below the fold. Structure may mirror quoting/conversion by geography. Scroll to see full columns and rows.

Agency Principal – Production tab (middle)

Payments Due tab

Why this tab helps: Know exactly what’s due and from whom—by due date, billing status, and line of business. Use it to prioritize collections, reduce past-due exposure, and keep agency cash flow predictable. Real-time data refreshes when you select an agency.

The Payments Due tab shows policies with current payments due for the selected agency. Data is real time; the sheet refreshes when an agency is selected. Select an agency (not “All”) to see data; with “All” the visuals show “No data.” Clicking a bar in the bar charts filters the detail table below. CSV export may trigger “Working on your CSV file” / “Your CSV is ready.”

Controls

Agency Name: Dropdown (e.g. “All” or a specific agency such as “ABLY Insurance Agency - BLY”). Must select a specific agency to see payments-due data; “All” returns no data for this report.

Same toolbar as other tabs (undo, redo, settings, Save Settings, Reset). Options at bottom right may include expand/collapse and a more-options menu.

Section: Policies with Current Payments Due for [Agency/All]

Info banner: “This is real time data. Please select an Agency to see the data. This sheet is refreshed each time an agency is selected. Clicking on bars in bar charts filters data in the table below.”

Agency Principal – Payments Due (bar charts and table)

Bar charts

When an agency is selected, three bar charts appear above the table. Clicking a bar filters the policy table below.

Payment Due Status (horizontal)
Categories: Within 30 Days (orange) | Over 30 Days (green) | Not Due (dark green). X-axis: count (e.g. 0–90). Shows how many policies are due within 30 days, over 30 days, or not yet due.
Policy Billing Status (horizontal)
Categories: Paid in Full (dark green) | Bill Due (red) | To be Billed (orange) | Cancelled (blue). X-axis: count. Shows count of policies by billing status.
Line of Business (vertical)
Y-axis: Count (e.g. 0–70). One bar per line of business (e.g. Homeowners, Seasonal, Dwelling, Landlords, Manufactured). Tooltips show exact policy count (e.g. “Policies 12”). Use to see volume by LOB; clicking a bar filters the table.

Detail table: Policies with current payments due

One row per policy. Filtered by the bar chart you click (payment due status, billing status, or line of business). Policy Link opens the policy in BriteCore. Export example: Policies_1773639691275.csv.

Columns (full list from export):

Column	Description
Policy Number	Policy identifier (e.g. 10-2025-20451).
Policy Link	URL to the policy in BriteCore.
Term Start	Policy term start date (e.g. Jul 17, 2025).
Insured Name	Named insured(s).
Payment Plan	Plan type (e.g. ACH Monthly, New - 6 Pay, New - 2 Pay).
Line of Business	Product line (e.g. Homeowners, Seasonal, Landlords, Manufactured).
Payment Status	e.g. Bill Due, Paid in Full, To be Billed, Cancelled.
Due Date	Next or current payment due date.
Amount Due	Dollar amount due (e.g. $140.20); may be highlighted in red when overdue or current.
Term Payoff	Total amount to pay off the term.

Documentation based on yoursitename.britecore.com and live export. All four Agency Principal dashboard tabs are documented with full Payments Due table and bar chart descriptions.

CFO Dashboard

Location: Reports → Dashboards → CFO (selector: Claims Manager, CEO, Agency Principal, CFO, Underwriting Manager)

URL (product demo): https://yoursitename.britecore.com/britecore/reports/analytic_dashboards

The CFO dashboard focuses on policy transactions, cash, payments, and policy changes. It has six tabs: Policy Transactions, Policy Transaction Details, Cash Summary, Cash Details, Payments, and Policies Changes. On every widget, filtering, sorting, export to CSV or Excel, and expand to full screen are available—see Widget options (all dashboards) in the main doc.

Why it matters for you: Own the numbers in one place. From new business and endorsements to cash and payments, you get what you need for forecasting, reconciliation, and month-end close—without chasing spreadsheets or multiple systems.

Policy Transactions tab

Why this tab helps: See where revenue is coming from: new business, endorsements, and cancellations by line and policy type. Use it for volume and premium planning, trend spotting, and explaining top-line movement to the board or auditors.

The Policy Transactions tab shows processed policy transaction amounts and counts by line of business and policy type, plus new business premium by month and total premium-bearing transactions by type. Use the controls to filter by date range, agency, line of business, policy type, and status.

CFO – Policy Transactions tab (top)

Controls

Start Date / End Date: Date range for transactions (e.g. 01/01/2025 – 03/15/2026).
Agency Name: Filter by agency (e.g. “All” or a specific agency).
Line of Business: Filter by line (e.g. “All” or a specific line).
Policy Type: Filter by policy type (e.g. “All” or a specific type).
Status: Filter by status (control may appear truncated as “St”).

Toolbar: settings (gear), Save Settings, Reset.

Table: Processed Policy Transactions Amount and Count by Line of Business and Policy Type

Rows (Transaction Type): New Business | Increase Endorsement | Decrease Endorsement | Cancellation | Total (summary row).

Columns: One group per Line of Business and Policy Type (e.g. Commercial General Liability; Personal Homeowners Form 8; Personal Homeowners Form 2), each with: - Premium (dollar amount; can be negative for decrease/cancellation) - Premium% (percentage of total for that category) - Count (number of transactions)

A Total column on the right sums premium, premium %, and count across categories. Example: New Business row might show $14,992 total premium, 99.33%, 13 counts; Total row shows $15,093.61, 100%, 17 counts.

Charts

New Business Premium by Month - All Agencies
Bar chart. X-axis: Transaction Date (Month) (e.g. Jan 2025, Apr 2025, Aug 2025, Sep 2025). Y-axis: Premium (e.g. $0 to $6K). Legend: Line of Business (e.g. Commercial General Liability, Personal Homeowners). Shows new business premium by month; can be filtered by the dashboard controls.
Total Premium-Bearing Transactions for Selected Period
Bar chart. X-axis: Transaction Type – New Business, Increase Endorsement, Decrease Endorsement, Cancellation, Total. Y-axis: Transaction Written Premium (e.g. $0 to $18,000). Legend: Total (green), Increase (brown/orange), Decrease (red). New Business and Increase show as increase-style bars; Decrease Endorsement and Cancellation as decrease-style (e.g. red); Total as green.

CFO – Policy Transactions tab (bottom)

Policy Transaction Details tab

Why this tab helps: Drill into individual transactions when you need to verify a number, support an audit, or reconcile premium and status changes. One row per transaction with policy, status, and premium deltas—export to CSV for deeper analysis.

The Policy Transaction Details tab shows one row per policy transaction within the selected date range and filters. Use it to see transaction type, policy, status, cancellation reason (if any), policy type, insured, and line of business. Same controls as Policy Transactions apply.

CFO – Policy Transaction Details tab

Controls

Same as Policy Transactions: Start Date, End Date, Agency Name, Line of Business, Policy Type, Status (may show as “St”). Toolbar: refresh, undo, redo, settings, Save Settings, Reset.

Table: Policy Transaction Details

One row per transaction. Table header has sort/filter options. Vertical scroll when there are many rows. Export includes all columns below. Export example: Policy_Transaction_D_1773635010234.csv.

Columns (full list from export):

Column	Description
Transaction Type	New Business, Increase Endorsement, Decrease Endorsement, or Cancellation.
Policy Number	Policy identifier (e.g. P-2025-3, P-2024-5).
Transaction Policy Status	Status at transaction time (e.g. Active, Canceled, Non-Payment of Premium).
Current Policy Status	Current status of the policy.
Cancellation Reason	Reason if canceled (blank when not applicable).
Policy Type	Form/type (e.g. Homeowners Form 2, Homeowners Form 8, Commercial General Liability).
Insured Name	Named insured.
Line of Business	Product line (e.g. Personal Homeowners, Commercial General Liability).
Agency Name	Agency name and code (e.g. Agency Services (0002-000-0000)).
Agency Number	Agency number (e.g. 0002-000-0000).
Agency Group	Agency group name and code (e.g. Agency Insurance Group (0002-000-0000)).
Effective Date	Policy effective date.
Expiration Date	Policy expiration date.
Inception Date	Policy inception date.
Revision Date	Date of this revision/transaction.
Revision State	State of the revision (e.g. committed, pending).
Transaction Date	Date the transaction was processed.
State	Policy state (e.g. Massachusetts).
New Written Premium	Written premium after the transaction.
Prior Written Premium	Written premium before the transaction.
Transaction Written Premium	Premium change for this transaction (can be negative).

Cash Summary tab

Why this tab helps: Monitor cash in and loss out by month and agency. Use it for cash flow planning, loss funding discussions, and a quick view of which agencies drive payments and which drive losses—so you can align expectations and reserves.

The Cash Summary tab shows payment amounts by month, losses incurred by category and line of business, top agencies by payment amount and by losses paid, and an optional map of gross incurred losses. Use the controls to filter by date range, agency, and line of business. CSV export may show “Your CSV is ready.”

### Controls

Start Date / End Date: Date range (e.g. 01/01/2025 – 03/15/2026).
Agency Name: Filter by agency (e.g. “All” or a specific agency).
Line of Business: Filter by line (e.g. “All” or a specific line).

Same toolbar as other CFO tabs (settings, Save Settings, Reset).

Widgets and table

Payment Amount by month
Line graph. X-axis: Transaction Date (Month) (e.g. Apr 2025 through Sep 2025). Y-axis: Payment Amount (e.g. $0 to $5K). Shows payment amount trend over time; values reflect the selected filters.
Losses Incurred
Table. Columns: Category | Sub Category | Line of Business | Policy Type | Change in Reserve | Paid Amount.
Rows: Grouped by Category (e.g. Gross Loss, Salvage, Subrogation), then Sub Category, then Line of Business (e.g. Auto Business, Commercial, Personal Homeowners), then Policy Type. Total Net row at the bottom sums Change in Reserve and Paid Amount. Salvage and Subrogation may show negative values (recoveries).
Top 10 Agencies by Payment Amount
Horizontal bar chart. Y-axis: Agency Name. X-axis: Success Amount (Sum) (e.g. $0 to $10K). One bar per agency (e.g. Agency Services, Test Agency); “null” may appear for unassigned. Use to compare payment volume by agency.
Top 10 Agencies by Losses Paid
Horizontal bar chart. Y-axis: Agency Name. X-axis: Gross Loss Paid (Sum) (e.g. $0 to $15K). One bar per agency; tooltips can show exact Gross Loss Paid (e.g. $358.00). Use to compare losses paid by agency.
Gross Incurred Losses on a Map
Map widget for geographic view of gross incurred losses. When not configured or missing data, shows: “You need to add or remove fields” and “Points on map requires 1 geospatial field in Geospatial (Country, State, County, City, or Postcode) or 1 latitude and 1 longitude field in Geospatial.”

Cash Details tab

Why this tab helps: Reconcile payments and losses to the policy and claim level when you need the fine print. Payment Details tie cash to policies and channels; Losses Details tie incurred and paid to claims and categories—ideal for variance analysis and audit support.

The Cash Details tab shows two detail tables: Payment Details (payments by policy, agency, insured, authorization state, and payment type) and Losses Details (loss/claim records by policy, claim, agency, category, and sub category). Same date and filter controls as Cash Summary. CSV export may show “Your CSV is ready.”

Controls

Same as Cash Summary: Start Date, End Date, Agency Name, Line of Business. Same toolbar (settings, Save Settings, Reset).

Table 1: Payment Details

One row per payment record. Vertical scroll when there are many rows. Export example: Payment_Details_1773635249460.csv.

Columns (full list from export):

Column	Description
Policy Number	Policy identifier (e.g. P-2025-4, Q-2024-269).
Agency Name	Agency name and code (e.g. Agency Services (0002-000-0000), Test Agency); blank for unassigned.
Insured Name	Named insured.
Authorization State	State of the payment (e.g. approved, pending).
Payment Interface	Source of the payment (e.g. Public Web Gateway, Policyholder Portal, Admin Web Widget).
Payment Status	Status (e.g. Successful, Pending).
Line of Business	Product line (e.g. Personal Homeowners, Auto Business).
Policy Type	Policy form/type (e.g. Homeowners Form 2, Personal Auto).
Success Amount	Payment amount (dollars).

Table 2: Losses Details

One row per loss/claim record. Claim Link opens the claim in BriteCore. Vertical scroll when there are many rows. Export example: Losses_Details_1773635260185.csv.

Columns (full list from export):

Column	Description
Policy Number	Policy identifier (e.g. P-2023-4, P-2024-2).
Claim Number	Claim identifier (e.g. C-2023-117, C-2025-86).
Claim Link	URL to the claim in BriteCore.
Agency Name	Agency name and code.
Category	Loss category (e.g. Gross Loss, Gross Expenses, Reinsurance).
Sub Category	Sub category (e.g. Loss, Adjusting, Reinsurance).
Insured Name	Named insured.
Line of Business	Product line (e.g. Personal Homeowners, Commercial Businessowners).
Policy Type	Policy form/type (e.g. Homeowners Form 2, Businessowners (BOP)).
Peril	Cause of loss (e.g. Hail, Wind, Damage to Property of Others); may be blank.
Zip Code	Location zip code.
State	Policy/claim state (e.g. Massachusetts).
Change	Change in reserve or amount.
Paid Amount	Amount paid.
Incurred Amount	Total incurred (can be negative for recoveries, e.g. Reinsurance).

CFO – Cash Details tab (bottom)

Payments tab

Why this tab helps: See how customers pay—by agency, line, policy type, and method (e.g. card, check). Use it to understand revenue mix, plan for payment channel costs, and spot shifts in how premium is collected. The hierarchy lets you expand from summary to detail as needed.

The Payments tab shows payment values, transaction counts, and share of total in a hierarchical (pivoted) table. Rows can be grouped and expanded by agency, line of business, policy type, and payment method/type (e.g. NamedInsured/Other, Credit Card, Check). Use the controls to filter by date range, agency, and line of business. CSV export is available; “Your CSV is ready” may appear (possibly more than once) when exports complete.

Controls

Start Date / End Date: Date range (e.g. 01/01/2025 – 03/15/2026).
Agency Name: Filter by agency (e.g. “All” or a specific agency).
Line of Business: Filter by line (e.g. “All” or a specific line).

Toolbar: navigation (back/forward/refresh), settings (gear), Save Settings, Reset.

Table: Payments (hierarchical)

Columns: Payment Values | % of Total | No. of Transactions.

Rows: Hierarchical with checkboxes to expand/collapse groups. Top level is “Rows”; then grouping by agency or unassigned (e.g. “null”), then by line of business / policy type (e.g. Auto Business → Personal Auto), then by payment source or method (e.g. NamedInsured, Other) and payment type (e.g. Credit Card, Check). Each leaf row shows Payment Values (dollars), No. of Transactions (count), and % of Total for that segment. A Total row at the bottom sums Payment Values, No. of Transactions, and shows 100% for % of Total. Vertical scroll when there are many groups or rows.

Policies Changes tab

Why this tab helps: Track premium and status changes by policy for accurate books and clean month-end close. See what changed, when, and by how much—so you can reconcile in-force and written premium and explain movements to auditors or management.

The Policies Changes tab shows policy change detail for the selected period and report month: one row per policy change with agency, line of business, policy type, dates, status, and premium amounts. When there is no data for the chosen filters, the table shows “No data. There was no data found for the visual.” CSV export may show “Your CSV is ready.”

Controls

Period: e.g. MTD (Month-To-Date) or other period type.
Report Month: Month for the report (e.g. Feb 2026).
Agency Name: Filter by agency (e.g. “All” or a specific agency such as “A-1 Insurance Professionals - AIP”).
Line of Business: Filter by line (e.g. “All” or a specific line).
Policy Type: Filter by policy type (e.g. “All” or a specific type).
State: Filter by state (e.g. “All” or a specific state).
Policy Number: Filter by policy number (e.g. “All” or a specific policy).
Policy Change: Filter by change type (e.g. “All” or a specific value).
Premium Allocation: Filter by premium allocation (e.g. “All” or a specific value).
Inforce Policy: Filter by in-force status (e.g. “All” or a specific value).

Toolbar: refresh, undo, redo, settings. Same as other CFO tabs. CSV export may show “Your CSV is ready.”

CFO – Policies Changes tab

Table: Policies Changes

One row per policy change. Table supports sort icons on column headers. Horizontal scroll if needed. Export example: Agency_Name,_Line_Of_1773640379722.csv.

Columns (full list from export):

Column	Description
Agency Name	Agency name (e.g. A-1 Insurance Professionals - AIP).
Line of Business	Product line (e.g. Businessowner’s (LCIC), Commercial Fire and Liability, Dwelling Fire).
Policy Type	Policy form/type (e.g. Businessowner’s Policy, Standard Businessowner’s Policy).
Date	Policy date for the report period (e.g. month-end date such as 2026-02-28).
Policy Number	Policy identifier (e.g. 10-2022-17999, format YY-NNNN-NNNNN).
Prior Policy Status	Status before the change (e.g. Active).
Current Policy Status	Current status (e.g. Active, Canceled, No…).
Revision Date	Date of the revision.
Commit Date	Date the change was committed.
Effective Date	Policy effective date.
Expiration Date	Policy expiration date.
Inception Date	Policy inception date.
Cancel Date	Cancellation date, if applicable (blank when not canceled).
Policy Change	Type of change (e.g. No Change - Current Term).
Premium Allocation	Allocation type (e.g. No Change - Current Term).
Inforce	Whether policy is in force (e.g. Yes).
Premium Written	Premium written for this change (can be 0).
Previous Premium Written	Previous premium written.
Current Premium Written	Current premium written (e.g. 275, 3294).
Premium Earned	Premium earned (e.g. 21.1, 252.69).

Documentation based on yoursitename.britecore.com and live export. All six CFO dashboard tabs are documented with full Policies Changes table and controls.

Underwriting Manager Dashboard

Location: Reports → Dashboards → Underwriting Manager (selector: Claims Manager, CEO, Agency Principal, CFO, Underwriting Manager)

URL (product demo): https://yoursitename.britecore.com/britecore/reports/analytic_dashboards

The Underwriting Manager dashboard focuses on policy and premium information, claim information, and claims changes. It has three tabs: Policy and Premium Information, Claim Information, and Claims Changes. On every widget, filtering, sorting, export to CSV or Excel, and expand to full screen are available—see Widget options (all dashboards) in the main doc.

Why it matters for you: Balance growth and risk with clear views of where premium and claims concentrate. See book composition, high-loss zip codes, repeat claimants, and loss ratios by line and agency—so you can sharpen guidelines, pricing, and underwriting focus without guessing.

Policy and Premium Information tab

Why this tab helps: See how the book is built—policy count and premium by line and type—and where risk shows up: claims by insured, repeat offenders over time, and loss ratio by zip. Use it to spot concentration, target underwriting actions, and support territory or product decisions with data.

The Policy and Premium Information tab shows policy counts and premium by line of business and policy type, claims count by contact (insured), repeat offenders over time, loss ratio by zip code, and a detail table filterable by zip code (and by selection in the bar chart). Use the controls to filter by report month, agency, underwriter, line of business, and policy type.

Underwriting Manager – Policy and Premium Information tab

Controls

Report Month: Month for the report (e.g. Feb 2026).
Agency Name: Filter by agency (e.g. “All” or a specific agency).
Underwriter Name: Filter by underwriter (e.g. “All” or a specific underwriter).
Line Of Business: Filter by line (e.g. “All” or a specific line).
Policy Type: Filter by policy type (e.g. “All” or a specific type).
Additional control may appear (e.g. “Y” column or indicator).

Toolbar: settings (gear), Save Settings, Reset.

Widgets and table

Policy Count by Line of Business / Policy Type
Panel with drill-down. When there is no data for the selected filters, shows “No data. There was no data found for the visual.” Use to see policy counts broken down by line of business and policy type when data exists.
Premium by Line of Business / Policy Type
Panel with drill-down. When there is no data, shows “No data.” Use to see premium broken down by line of business and policy type when data exists.
3 Years Look Back Claims Count by Contact
Horizontal bar chart. Y-axis: Insured Name. X-axis: Claims Count (e.g. 0 to 100). Subtitle: “Drill down to claims count by Adjuster and Underwriter.” One bar per insured; selecting an insured filters the “Repeat Offenders In Time” visual on the right. Example data: BOBBIE A SHAFFER 95, Rebecka Test 28, Sam Pellegrino 7, John Doe 4, etc.
Repeat Offenders In Time
Line chart. X-axis: Loss Date (Month) (e.g. 2017–2020). Y-axis: Scale (e.g. 0–100). Multiple lines by Insured Name; legend lists insureds. Instruction: “Select an insured name on the Bar visual on the left to filter this visual.” Shows loss/claim history over time for the selected insured(s).
Loss Ratio by Zip code
Map or chart by zip code. When there is no data, shows “No data.” When configured, selecting a zip code filters the detail table below. (Map may be in the same tab or linked.)
Detail table (filtered by Zip Code / map)
Instruction above table: “Select a Zip Code on the map to filter this table.”
Columns: Zip Code | Agency Name | Adjuster Name | Underwriter Name | Policy Number.
One row per policy; Zip Code may include “null.” Agency Name (e.g. Agency Services (0002-000-0000), Test Agency), Adjuster Name (e.g. Not Assigned, Chad Allan, Rebecka Nawrocki), Underwriter Name (e.g. Not Assigned, Chad Allan), Policy Number (e.g. P-2025-4, Q-2024-34). Table is filtered by the zip code selected on the map (or shows full set when no map selection).

Claim Information tab

Why this tab helps: See loss and LAE by line, policy type, and agency in one place. Use it to tighten guidelines, adjust pricing, and have evidence-based conversations with underwriting and claims—so risk selection and retention decisions are grounded in current loss experience.

The Claim Information tab shows claims details year-to-date (YTD) in two tables: one by line of business and policy type (with expandable rows), and one by agency. When there is no data for the selected filters, each table shows “No data. There was no data found for the visual.”

Underwriting Manager – Claim Information tab

Controls

Same as Policy and Premium Information: Report Month (e.g. Feb 2026), Agency Name, Underwriter Name, Line Of Business, Policy Type. Same toolbar (settings, Save Settings, Reset).

Underwriting Manager – Claim Information (tables)

Table 1: Claims Details by Line of Business and Policy Type YTD

Aggregated claims data YTD, broken down by line of business and policy type. Rows can be expandable: a line of business (e.g. Commercial Fire and Liability, Dwelling Fire, Homeowners, Inland Marine) expands to show sub-rows by policy type (e.g. Commercial Fire, Dwelling Fire, Dwelling Fire Mobile Home, Commercial Inland Marine). Some rows are a single policy type (e.g. Standard Businessowner’s Policy).

Columns:

Column	Description
Rows	Line of business and/or policy type (expandable hierarchy).
Losses Paid	Total losses paid YTD (dollars).
Total LAE Paid	Total loss adjustment expense paid YTD (dollars).
Gross Losses Incurred	Gross losses incurred YTD (dollars).
Total LAE Incurred	Total LAE incurred YTD (dollars).
Active Claims	Count of active claims.
New Claims	Count of new claims.
Loss Ratio	Loss ratio (percentage; can be negative e.g. -1,247.4% in some cases).
Beginning Reserves	Beginning reserves (dollars).
Ending Reserves	Ending reserves (dollars).

Table 2: Claims Details by Agency YTD

Same metric columns as Table 1, with one row per agency (e.g. A-1 Insurance Professionals - AIP, ABLY Insurance Agency - BLY). Icons next to the title: expand/collapse, download, filter, more options.

Columns:

Column	Description
Agency Name	Agency name (e.g. A-1 Insurance Professionals - AIP).
Losses Paid	Total losses paid YTD (dollars).
Total LAE Paid	Total LAE paid YTD (dollars).
Gross Losses Incurred	Gross losses incurred YTD (dollars).
Total LAE Incurred	Total LAE incurred YTD (dollars).
Active Claims	Count of active claims.
New Claims	Count of new claims.
Loss Ratio	Loss ratio (percentage).
Beginning Reserves	Beginning reserves (dollars).
Ending Reserves	Ending reserves (dollars).

Claims Changes tab

Why this tab helps: Track how claims and reserves change over time—so you can tie underwriting and policy changes to claim outcomes and reserve movements. Use it to validate pricing and guidelines and to explain loss and reserve trends to leadership. (Full tab documentation in progress.)

Underwriting Manager – Claims Changes tab

Documentation based on yoursitename.britecore.com and live data. Policy and Premium Information and Claim Information documented with full table columns; Claims Changes in progress.