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.