Reports

Gen 3

Reports

Stock commission reports

Table 1 summarizes commission-related reports available out of the box. You can access all reports from the Report List screen.

Table 1: Sample stock commission reports.

Title of Report in BriteCoreRecommended Run CyclePurpose
Agent CommissionMonthlyCommissions for the month.
Retrieve Commission ReportsMonthlyCommission reports sent to agencies.
Retrieve Negative Commission ReportsMonthlyCommission reports sent to agencies.
Agency ExperienceMonthlyAnalyze YTD agency performance.
Agency Experience Paid Premium ReportMonthlySimilar to the Agency Experience Report.
Agency Group Experience ReportMonthlyGroups data by agency group.
Title of Report in BriteCore Recommended Run Cycle Purpose
Monthly
Commissions for the month.

Retrieve Commission Reports

Monthly 

Commission reports sent to agencies.

Retrieve Negative Commission Reports

Monthly

Commission reports sent to agencies.

Agency Experience

Monthly

Analyze YTD agency performance.

Agency Experience Paid Premium Report

Monthly

Similar to the Agency Experience Report.

Agency Group Experience Report

Monthly

Groups data by agency group.