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.|