KEY FEATURES

AccurateJurisdiction

ADVANCED MAPPING TECHNOLOGY

PREMIUM Pro Allocator’s integrated technology allocates premiums accurately determining the correct tax jurisdiction for each address based on the policyholder’s address and geographic boundaries

CustomPackages

SEAMLESS INTEGRATION

Once your premium data has been processed, PREMIUM Pro Allocator integrates seamlessly with our Premium Tax and Municipal Tax software packages to provide a complete solution from start to finish.

SeamlessIntegration

CUSTOMIZED REPORTING TOOL

Utilize standard reports or build customized reports to analyze your data in a variety of ways.

IntegrateMunicipalTaxWith

ADVANCED MAPPING TECHNOLOGY

PREMIUM Pro Allocator’s integrated technology allocates premiums accurately determining the correct tax jurisdiction for each address based on the policyholder’s address and geographic boundaries

PreparationResources

SEAMLESS INTEGRATION

Once your premium data has been processed, PREMIUM Pro Allocator integrates seamlessly with our Premium Tax and Municipal Tax software packages to provide a complete solution from start to finish.

DigitizedSignature

CUSTOMIZED REPORTING TOOL

Utilize standard reports or build customized reports to analyze your data in a variety of ways.

CustomPackages

FLEXIBLE ALLOCATION PACKAGES

Choose one state or bundle them to fit what’s right for your company.

SUPPORTED STATES

Alabama, Delaware, Florida, Georgia, Illinois, Kentucky, Louisiana, New York, North Dakota, & South Carolina

Alabama

ALABAMA

Assigns risks to the correct Alabama municipality for taxation. For Fire and Marine as well as other premiums.

delaware

DELAWARE

For premiums on risks located within the City of Wilmington, New Castle County, Kent County, and Sussex County. Meets Bulletin No. 55 Regulations.

Florida

FLORIDA

For premiums covering risks within Florida to the correct Firefighters’ Pension and Police Officers’ Retirement Trust Funds or city for taxation. Allocator utilizes data from the Florida Premium Tax Database.

Georgia

GEORGIA

For geocoding premiums covering risks within Georgia to the correct municipality for taxation. GID 17A License Fees.

Illinois

ILLINOIS

Geocodes premiums covering risks within Illinois to the correct municipality or fire district.

Kentucky

KENTUCKY

Verified Software Vendor for a risk location system as defined by the Kentucky bill HB 524. Allocator utilizes the municipal boundary maps from Kentucky Commonwealth Office of Technology.

Louisiana

LOUISIANA

For premiums covering risks within Louisiana to the correct municipality for taxation. All premiums in Louisiana are taxable. For cities & parishes.

NewYork

NEW YORK

Assigns the premiums to the Metropolitan Commuter Transportation Districts (MTA), or county for taxation. Assigns the risk for premiums within New York to the correct Fire Protection District. Utilizes data from the New York Street Listings for Fire Districts.

NorthDakota

NORTH DAKOTA

The North Dakota module allocates premiums to the correct city/town/fire districts listed on the SFN 52764 report.

SouthCarolina

SOUTH CAROLINA

Geocodes premiums in South Carolina to the correct city/ county. Supports second allocation for non-taxable premiums based on the agent address for MASC.

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AUTOMATED ALLOCATION

Allocator Is designed to process all of your premium data in one batch streamlining the allocation process while ensuring the quality of data output. Allocate thousands of policies in minutes.

ACCURATE ALLOCATION

Allocator utilizes advanced geocoding technology to assign each policy to the correct municipality based on the policies situs of risk which includes the policyholder’s address and geographic boundaries, thus eliminating the tedious task of manual allocation.

INTEGRATED ALLOCATION

Allocator integrates with Premium Pro Municipal to streamline local jurisdiction return processing.

INCREASED CAPACITY

The power of Allocator streamlines the allocation process, removing the need for manual allocations, and maximizing time as a valuable resource for your Premium tax team.

IMPROVED ACCURACY

The power of Allocator’s advanced mapping technology ensures policy allocation accuracy reducing complex risks and improving the quality of allocation data for the entire tax process.

MINIMIZED COST

Accurate and efficient allocations minimize time-consuming process errors and costly corrections increasing profitability margins.

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