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|
Determine total inforce premium.
Shows the components of accounts receivable balances to date. It also serves as a reconciliation report for the accounting dataset.
Shows changes to premiums receivable balances by category, compares to prior year- and prior-month end and includes policy and supporting details.
Analyze written and earned activity over a targeted, non-standard range.
Master premium report for YTD and monthly activity.
Analyze written activity over a targeted, non-standard range for agencies.
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.