Table 1 summarizes the premium-related reports available out of the box. You can access all reports from the Report List screen.
Table 1: Prebuilt premium reports.
|Title of Report in BriteCore||Recommended Run Cycle||Purpose|
|Advance Premium||Monthly||Shows all Advance Premium totals received as of a date instead of over a target date range. It shows all payments made on policies that were not effective as of the report run date.|
|Inforce Premium||As needed||Determine total inforce premium.|
|Paid Premiums and Fees||Monthly||
Shows both a policy audit and a policy type audit of paid premium, paid system fees, and paid custom fees over a date range.
|Premiums Receivable Balance Detail||As needed||
Shows the components of accounts receivable balances to date.
It also serves as a reconciliation report for the accounting dataset.
|Premiums Receivable Trial Balance||As needed||Shows changes to premiums receivable balances by category,
compares to prior year- and prior-month end and includes policy
and supporting details.
|Premium Running||As needed||Analyze written and earned activity over a targeted, non-standard
|Premium Written Earned Unearned||Monthly||Master premium report for YTD and monthly activity.|
|Premium Written||As needed||Analyze written activity over a targeted, non-standard range for
|Premium Earned to Losses Incurred||As needed||Shows Premium Earned and Losses Incurred per policy type and
per agency over a target date range. The report includes detailed
schedules of policies and claims.