Accounting

Accounting transaction date The account history transaction date
Accounting transaction type The account history transaction type
Change in advanced billed premium Premium that has been billed in advance of the policy term but not yet paid
Change in advanced premium Premium paid in advance of the policy term's effective date
Change in applied transfers The change in return premium applied to a policy
Change in custom fees in course of collection The change in custom fees in course of collection on a transaction
Change in deferred premium The change in deferred premium, which is premium that has yet to be billed
Change in exported return premium Return premium that has been processed and sent back to the insured
Change in gross payments The change in gross payments
Change in paid custom fee The change in paid custom fees on a transaction
Change in paid premium The change in paid premium
Change in paid system fee The change in paid system fees on a transaction
Change in pending return premium Return premium that is still in the Return Premium queue
Change in premium in course of collection The change in premium in course of collection
Change in suspense account The change in suspense account, or money received, without a corresponding receivable
Change in system fees in course of collection The change in system fees in course of collection on a transaction
Change in transferred return premium Return premium that has been transferred from one policy to another
Ending advanced premium The ending advanced premium as of a transaction date
Ending custom fee accounts receivable The ending custom fee accounts receivable as of a transaction date
Ending premium accounts receivable The ending premium accounts receivable as of a transaction date
Ending system fee accounts receivable The ending system fee accounts receivable as of a transaction date

Return Premium

Return premium amount The amount of the return premium
Return premium payment method The return premium's payment method
Return premium policy number The policy number for which the return premium was issued
Return premium reason The return premium's summary
Return premium transaction date The date that the return premium was created

Return premium canceled Whether the return premium was canceled
Return premium exported Whether the return premium was exported
Return premium transferred Whether the return premium was transferred to another policy

Return premium payee name The full name of the return premium payee
Return premium payee vendor number The vendor number on the return premium payee
Return premium payee address line 1 The return premium payee's first line address
Return premium payee address line 2 The return premium payee's second line address
Return premium payee address city The return premium payee's city
Return premium payee address state The return premium payee's state
Return premium payee address zip The return premium payee's zip


Claims

Contacts

Adjuster name The name of the adjuster on the claim
Claimant name The name of the claimant on a claim
Contractor name The name of the contractor on a claim
Defendant attorney name The defendant attorney on the claim
Plaintiff attorney name The plaintiff attorney on the claim
Supervisor name The name of the supervisor on the claim

Dates

Date assigned The date the claim was assigned
Date closed The date the claim closed
Date reopened The date the claim was reopened
Date reported The date that the claim was reported
Date suit closed The date the suit closed
Loss date The date of loss

Facts

Cat end date The end date that applies to a catastrophe
Cat start date The start date that applies to a catastrophe
Cat title The title given to the catastrophe

Claim number The claim number
Claim status The most recent status of the claim
Claim system tags Any system tags that have been added to the claim

Historical A value indicating whether or not a transaction was marked as historical

Loss address line 1 The first line of the loss address
Loss address line 2 The second line of the loss address
Loss address city The city of the loss address
Loss address state The state of the loss address
Loss address zip The zip of the loss address
Loss address county The county of the loss address

Loss causes All loss causes listed for this claim in a comma separated list

Losses Incurred

Claim transaction date The date of the claim transaction

Adjusting paid The payment amount made under the adjustment category during the period
Adjusting reserve balance The balance of adjusting reserve at the end of the period
Change in adjusting reserve The change in adjusting reserve during the period

Legal paid The amount paid for legal expense during the period
Legal reserve balance The balance of legal reserve at the end of the period
Change in legal reserve The change in legal reserve during the period

Loss paid The amount paid for loss expense during the period
Loss reserve balance The balance of loss reserve at the end of the period
Change in loss reserve The change in loss reserve during the period

Payments

Claim payee address line 1 The first claim payee's first line address
Claim payee address line 2 The first claim payee's second line address
Claim payee address city The first claim payee's city
Claim payee address state The first claim payee's state
Claim payee address zip The first claim payee's zip

Claim payee name 1 The full name of the first claim payee
Claim payee name 2 The full name of the second claim payee
Claim payee name 3 The full name of the third claim payee
Claim payee name 4 The full name of the fourth claim payee
Claim payee name 5 The full name of the fifth claim payee
Claim payee name 6 The full name of the sixth claim payee

Claim payee vendor number The vendor number associated with the primary claim payee
Claim payment check display The first claim payee's check display
Claim payment exported Whether the claim payment has been exported
Claim payment transaction date The date that the claim payment was created
Claim payment voided Whether the claim payment has been voided

Claim payment amount The amount of the claim payment
Claim payment adjusting paid The amount of adjusting paid for the claim payment
Claim payment legal paid The amount of legal paid for the claim payment
Claim payment loss paid The amount of loss paid for the claim payment

Recoverables

Reinsurance received The amount of reinsurance recovery that was received during the period
Reinsurance reserve balance The balance of reinsurance reserve at the end of the period
Change in reinsurance reserve The change in reinsurance reserve during the period

Salvage received The amount of salvage recovery that was received during the period
Salvage reserve balance The balance of salvage reserve at the end of the period
Change in salvage reserve The change in salvage reserve during the period

Subrogation received The amount of subrogation recovery that was received during the period
Subrogation reserve balance The balance of subrogation reserve at the end of the period
Change in subrogation reserve The change in subrogation reserve during the period


Commissions

Accounting

Commission amount to be paid The amount of commission to be paid for this policy event
Commission delayed Reason the commission transaction may be delayed, including negative amount, missing payment method, and term not yet effective
Commission inserted by Who generated the commission transaction
Commission is manual entry Whether the commission transaction was manually entered
Commission rate The rate used for this commission
Commission source What generated the commission transaction
Commissionable amount The amount of premium that the commission rate applied to

Payments

Commission payee name The full name of the commission payee
Commission payee agency number The agency number of the commission payee
Commission payee address line 1 The commission payee's first line address
Commission payee address line 2 The commission payee's second line address
Commission payee address city The commission payee's city
Commission payee address state The commission payee's state
Commission payee address zip The commission payee's zip

Commission payment amount The amount of the commission payment
Commission payment date exported The date that the commission payment was exported
Commission payment exported Whether the commission payment has been exported from BriteCore
Commission payment reviewed Whether the commission payment has been reviewed
Commission payment transaction date The date that the commission payment was created

Commission payment is electronic Indicates whether the commission payment was paid electronically or exported to a general ledger like QuickBooks


Contacts

Additional Interests

Additional interest name The policy's additional interest's name
Additional interest address line 1 The policy's additional interest's address line 1
Additional interest address line 2 The policy's additional interest's address line 2
Additional interest address city The policy's additional interest's address city
Additional interest address state The policy's additional interest's address state
Additional interest address zip The policy's additional interest's address zip

Agencies and Agents

Agency name The name of the agency; if agencies are associated to policies, Agency Name will match Agent Name
Agency number The agency number
Agency address type The agency's address type, including mailing, billing, and mailing/billing
Agency address line 1 The agency's first line address
Agency address line 2 The agency's second line address
Agency city The agency's city
Agency state The agency's state
Agency county The agency's county
Agency zip The agency's zip
Agency country The agency's country

Agency archived Whether or not the agency is archived
Agency commission structure The name of the commission structure attached to an agency
Agency contact type Company or individual
Agency email The agency's primary email address
Agency fein The agency's FEIN
Agency group The name of the agency group
Agency inactive Whether or not the agency is active
Agency last login The date and time of the agency's last login
Agency password attempts The number of incorrect password attempts for the agency
Agency phone The agency's primary phone number
Agency system tags Any system tags that have been added to the agency
Agency username The username of the agency
Agency website The agency's website

Agent DOB The agent's date of birth
Agent name The name of the agency or agent, whichever is attached to policies
Agent system tags Any system tags that have been added to the agent
Producer number The producer number of the agent

Mortgagees

Mortgagee name The mortgagee's name
Mortgagee address line 1 The mortgagee's address line 1
Mortgagee address line 2 The mortgagee's address line 2
Mortgagee address city The mortgagee's address city
Mortgagee address state The mortgagee's address state
Mortgagee address zip The mortgagee's address zip

Policyholders

Policyholder first name The policyholder's first name
Policyholder last name The policyholder's last name
Policyholder name The policyholder's name
Policyholder address type The policyholder's address type, including mailing, billing, and mailing/billing
Policyholder address line 1 The policyholder's first line address
Policyholder address line 2 The policyholder's second line address
Policyholder city The policyholder's city
Policyholder state The policyholder's state
Policyholder zip The policyholder's zip
Policyholder county The policyholder's county
Policyholder country The policyholder's country

Policyholder contact type Company or individual
Policyholder date added When this contact was associated with this policy revision
Policyholder email The policyholder's primary email address
Policyholder phone The policyholder's primary phone number
Policyholder website The policyholder's website

Primary policyholder last name The primary policyholder's last name
Primary policyholder name The primary policyholder's name
Primary policyholder address line 1 The policyholder's first line address
Primary policyholder address line 2 The policyholder's second line address
Primary policyholder address type The policyholder's address type, including mailing, billing, and mailing/billing
Primary policyholder city The policyholder's city
Primary policyholder state The policyholder's state
Primary policyholder zip The policyholder's zip
Primary policyholder county The policyholder's county
Primary policyholder country The policyholder's country

Primary policyholder contact type Company or individual
Primary policyholder email The policyholder's primary email address
Primary policyholder phone The policyholder's primary phone number
Primary policyholder system tags Any system tags that have been added to the policyholder
Primary policyholder website The policyholder's website


Policies

Line of Business

Line of business name The name of the line of business
Line of business system tags Any system tags that have been added to the line of business

Policy Type

Policy type name The name of the policy type
Policy type state The state associated with this policy type
Policy type system tags Any system tags that have been added to the policy type

Properties

Air data gross area The risk's AIR gross area
Air data property value The risk’s AIR property value
Air data stories The risk's AIR stories
Air data year built The risk's AIR year built

Property name The name of the property
Risk address line 1 The risk's first line address
Risk address line 2 The risk's second line address
Risk city The risk's city
Risk state The risk's state
Risk zip The risk's zip
Risk county The risk's county
Risk latitude The risk's latitude
Risk longitude The risk's longitude

Inspector name The risk inspector's name
Risk inspection requested date The risk's requested inspection date
Risk next inspection date The risk's next inspection date

Risk is deleted Whether or not the property has been deleted from the policy

Changes in Premium

Policy change earned premium The amount of premium that was earned for a policy during the change
Policy change ending premium The premium at the end of the change, even if the policy was canceled
Policy change transaction date The date that the policy change occurred
Policy change transaction type The type of transaction that occurred
Policy change written premium The written premium for the change

Premium and Fees

Policy annual custom fee The annual custom fees for a particular policy at a point in time or at the end of the date range; what the custom fees would have been if no pro-rata calculation had taken place
Policy annual premium The annual premium for a particular policy at a point in time or at the end of the date range; what the policy premium would have been if no pro-rata calculation had taken place
Policy inforce custom fee pro rata The sum of all custom fees that are in force for a particular policy at a point in time or at the end of the date range
Policy inforce premium The premium that is in force for a particular policy at a point in time or at the end of the date range
Policy unearned premium The amount of unearned premium for a policy at the end of the date range specified

Facts

Annual premium The premium amount over a year for the policy
Billing schedule The billing schedule name for the policy
Cancel date The effective date of a cancellation
Commission rate The commission rate on the policy as a decimal number (e.g., 0.1500)
Commit date The date the revision was committed
Effective date The effective date for the policy term
Expiration Date The expiration date for the policy term
Inception Date The date that the policy was first issued
New or renewal term Reports new or renewal
Policy cancellation reason The reason why a policy was cancelled
Policy earned premium The amount of premium that was earned for a policy over the date range specified
Policy ending premium The premium at the end of the range, even if the policy was canceled during the date range
Policy number The policy number
Policy premium transaction date The date that the premium transaction occurred
Policy premium transaction type The type of premium transaction that occurred, including new, renewal, canceled, reinstated, and non-renewed
Policy status The policy status for a given policy at the date requested by the report
Policy system tags Any system tags that have been added to the policy
Policy term The term length of the policy
Policy written premium The written premium over a date range
Premium records written premium The written premium during the date range from premium records
Renewal Status Renew or non-renewal
Revision date The date the revision takes effect


Items

Facts

Deductible The deductible of the item if setup within the line item; this will not report deductibles that are setup as categories
Item name The name of the line item
Item sort order The numeric order that items are given in lines
Item system tags Any system tags that have been added to the item
Item type The type of item, including coverage, adjustment, fee, and non-ratable
Loss exposure group The loss exposure group to which an item belongs
Manually rated Whether an item is manually rated
Sub line name The name of the subline
Sub line system tags Any system tags that have been added to the subline
Sub line type The type of the subline, including property, liability, and inland marine
Item question Captures data from rating categories and supplemental questions

Premium

Item in force limit The limit that is in force for particular item at a point in time or at the end of the date range
Item in force premium The premium that is in force for a particular item at a point it time or at the end of the date range
Item unearned premium The amount of unearned premium for a particular item at the end of the date range specified

Changes in Premium and Limit

Item change earned premium The amount of premium that was earned for a particular item during the transaction
Item change ending limit The limit at the end of the transaction, even if the policy was canceled
Item change ending premium The premium at the end of the transaction, even if the policy was canceled
Item change starting limit The limit at the beginning of the transaction
Item change transaction date The date of the last transaction that occurred within the specified date range
Item change transaction type The type of premium transaction that occurred on the item
Item change transactional custom fees The change in a particular custom fee during the transaction
Item change written premium The amount of premium that was written for a particular item during the transaction

Range

Item earned premium The amount of premium that was earned for a particular item over the date range specified
Item ending limit The limit at the end of the range, even if the policy was canceled during the date range
Item ending premium The premium at the end of the range, even if the policy was canceled during the date range
Item starting limit The limit at the beginning of the range
Item transaction type The type of premium transaction that occurred on the item
Item transactional custom fees The change in a particular custom fees over the date range specified
Item written premium The amount of premium that was written for a particular item over the date range specified
Last item transaction date The date of the last transaction that occurred within the specified date range


Other

Static field A static field to fill with any value

Credit Reports

Credit report date added The date on which the credit report was pulled
Credit score reason code 1 The primary reason for the credit score
Credit score reason code 2 The secondary reason for the credit score
Credit score reason code 3 Additional reason for the credit score
Credit score reason code 4 Additional reason for the credit score
Credit score The reported credit score
Credit Tier The credit score translated into client defined tiers
Policyholder Id The policyholder associated with the credit report

Files (Deliverables)

Certified mail Whether a file is certified mail
Custom name The custom name of a report file
File label The label of the file
Report type The type of a report file

File actual print date The file's print date
File print state The file's print state, including do not print, tbd, silenced, sent, printed, failed, void, not mailed, and transferred

File address line 1 The addressee's file address line 1
File address line 2 The addressee's file address line 2
File address city The addressee's file address city
File address state The addressee's file address state
File address zip The addressee's file address zip

Quoting

Quote status The policy status for a given policy at the date requested, including submitted, unsubmitted, and rejected
Quoted annual premium Annual premium for a Quote
Quoted written premium Pro-rata premium for a Quote


Feedback

Report unclear or missing documentation.