Table 1 summarizes the audit reports available out of the box. You can access all reports from the Report List screen.
Table 1: Prebuilt audit reports.
Title of Report in BriteCore | Recommended Run Cycle | Purpose |
Inforce Premium | As needed | Determine total inforce premium. |
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. |