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 range. |
| 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 agencies. |
| 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. |