Reports

Gen 3

Reports

Stock premium reports

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

Table 1: Stock premium reports.

Title of Report in BriteCore Recommended Run Cycle Purpose
As needed
Determine total inforce premium.

As needed

Shows the components of accounts receivable balances to date. It also serves as a reconciliation report for the accounting dataset.

As needed

Shows changes to premiums receivable balances by category, compares to prior year- and prior-month end and includes policy and supporting details.

As needed

Analyze written and earned activity over a targeted, non-standard range.

Monthly

Master premium report for YTD and monthly activity.

As needed

Analyze written activity over a targeted, non-standard range for agencies.

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.