• State Selection
• Compatibility
• Geographic Mapping Technology
• Import & Processing
• Extensive Reports
• Map View
• Appending Files
• Advanced Printing

• Internet Updates
• Short Learning Curve
• Cut, Copy, Paste
• File Sharing
• Zoom
• Help
• Telephone Support

State Selection

The software correctly allocates premiums to Kentucky municipalities, as well as Florida Pension Trust Fund Districts. Allocator has recently been expanded to include Alabama, Georgia, Louisiana, and South Carolina municipalities.

Compatibility

Once you have processed premiums, Allocator creates a file that can be imported into other Premium Pro products. Municipal and Trust Fund district premiums may be imported directly into Premium Pro Municipal and PC. Allocator is the perfect companion software for Municipal!

Geographic Mapping Technology

Allocator uses geographic mapping technology to determine the location of each policyholder's address. The physical location of each address is compared to the geographic boundaries of all municipalities within the state to determine the correct taxing jurisdiction of the policyholder.

Centralized Data Entry

Centralized data entry schedules for premiums, dividends, prepayments, adjustments and other miscellaneous items.

Importing & Processing

Premiums are imported from a text file, eliminating the need for data entry. Import your address and premium payment information, and you are ready to process premiums.

Extensive Reports

Premium Pro Allocator produces several extensively detailed reports that summarize the results of the allocation process. Allocator will rank the quality of each match, and poor matches will appear in the Match Exceptions Report.

Map View

The software also features Map View, a utility which allows you to view a graphical representation of your policyholder address information. This feature will show you the exact location of each address in relation to the municipal boundaries of the state.

Appending Files

Companies that report premiums on a divisional or product basis can utilize this feature. Process your companies premiums using as many files as necessary. When you are ready to allocate your address data, use the Append Files feature to combine each file into one file to be processed.

Advanced Print

Premium Pro provides advanced print options, allowing you to print only the data that is needed. Allocator also features a Print Preview option, enabling you to view the data before sending it to the printer. This feature will ensure that your documents are printed correctly the first time, every time. No more wasted paper or wasted time.

Internet Updates

Updates are made available over the Internet so you can quickly get the latest version of the software.

Learning Curve

Premium Pro designed its menus and tool bar after some of the most popular Windows software. So, if you are currently using other Windows software, then you are already familiar with Premium Pro.

Cut, Copy, Paste

You can copy data into and out of Premium Pro spreadsheets using the clipboard. This simplifies the data entry process and allows you to create custom reports using information extracted from Premium Pro.

File Sharing

Multiple users may access the same data file at the same time. This makes it easier to distribute the workload among your staff.

Zoom

You can zoom in or out of a return to accommodate your own viewing preference.

Help

Premium Pro comes with an extensive on line help system, from how to use the software to how to complete the forms. Federal and state instructions are available for each form by simply hitting F1.

Telephone Support

All Premium Pro software comes with free telephone support for fast, friendly service when you need it. Extended hours and Saturday support help when you are stuck in the office with time running out.