Table 1 summarizes the agency-related reports available out of the box. You can access all reports from the Report List screen.
Table 1: Stock agency reports.
Title of report in BriteCore | Recommended Run Cycle | Purpose |
---|---|---|
Agency payments received | Monthly | Agency-only report to view sweep payments. |
Loss run report | As needed | Agent view only- Loss Run is a summary of all the claims that have occurred on a policy over a period of time. An agent/agency can run a loss run report using the policy number and date range. Home Office Administrator accounts can create a loss run by impersonating the agent. |