Reports: policy management

BriteCore offers out-of-the-box reports pertaining to policy management as summarized in the table below. The reports are accessed in the Reports module.

Title of ReportRecommendedPurpose
Certificate of MailingDailyAccompanies parcels requiring proof of certified mailing
Inspections DueMonthlyIdentify risks requiring reinspection
Incomplete Contacts QuarterlyAudit incomplete contact information
Policy Change RequestsDaily/WeeklyAudit of agent-initiated endorsements
Policy ExpirationsWeekly/MonthlyReview expiring policies
Policy RenewalsWeekly/MonthlyReview renewing policies
Uncommitted Policies/RevisionsWeekly/MonthlyIdentify unissued policies
Terminated PoliciesQuarterlyAnalyze reason for cancellations
DayCron ReportDailySummarizes the evening’s processing

DayCron Report

This report is emailed nightly to contacts in Settings > System Wide > Administrative Alerts > Processing > DayCron Report. Recipients should receive an email between midnight and 2 AM.

The email reflects processing that is scheduled to occur the next night. Any action taken during the day can affect what will occur. For example, if a policy scheduled to cancel overnight, due to non-pay, is paid during the day, then the policy will not cancel overnight, as the DayCron report indicates.

Within the email, policies are divided into the below categories. If no policies exist for a certain category, that category will not appear:

  • Automatic Payments: Policies that will automatically withdraw funds
  • Renewals: Policies that will renew
  • Recommits: Policies with uncommitted renewal revisions that should be committed
  • Cancellation Pending / Non-Renewals: Policies that will enter Cancellation Pending for Underwriting or will expire due to non-renewal
  • Non-Pays: Policies that will enter Cancellation Pending for Non-Pay. If a payment is declined or processing is interrupted, a policy will enter non-pay. For that reason, policies in the Automatic Payments section also appear in this section.
  • Cancellations: Policies that will cancel
  • Files to be Printed: This should be ignored due to advancements with Titanium Blizzard and other areas of code