Table 1 summarizes the audit- and policy management-related reports available out of the box. You can access all reports from the Report List screen.
Table 1: Audit and policy management reports.
| Title of Report in BriteCore | Recommended Run Cycle | Purpose |
|---|---|---|
| Certificate of Mailing | Daily | Accompanies parcels requiring proof of certified mailing. |
| Custom Fee Totals | Monthly | Shows custom fee information broken down by written, billed, paid, advance, and unpaid. It is useful to carriers in states with premium taxes who write those taxes as custom fees. |
| Inspections Due | Monthly | Identify risks requiring reinspection. |
| Incomplete Contacts | Quarterly | Audit incomplete contact information. |
| Non-Pay Balance Report | Daily | Shows policies in non-pay cancellation pending and amounts past due. |
| Policy Change Requests | Daily/Weekly | Audit of agent-initiated endorsements. |
| Policy Term Expirations | Weekly/Monthly | Review expiring policies. |
| Policy Renewals | Weekly/Monthly | Review renewing policies. |
| Property Coverage by Limit | Monthly | Shows a detailed schedule of policies (new or renewal) per agent over a target date range. It also shows the total property coverage limits and grand total of those limits per agent. |
| Uncommitted Policies/Revisions | Weekly/Monthly | Identify unissued policies. |
| Terminated Policies | Quarterly | Analyze reason for cancellations. |
| Historical Submitted Application | As Needed | Outlines details of all submitted applications that occurred over a date range, regardless of the current status of the policy or if the policy was accepted/rejected by underwriting. |