KEY FEATURES

ADVANCED MAPPING TECHNOLOGY

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

SEAMLESS INTEGRATION

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

COMPREHENSIVE REPORTING

Stratus Allocator Pro offers a range of comprehensive reports that enable clients to easily view their allocations, access taxing jurisdiction summaries, and track changes. The platform also allows for synchronized corrections, ensuring accuracy and transparency in every step of the process.

SUPPORTED STATES

Available in either Stratus or Desktop

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

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ALABAMA

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

DELAWARE

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

FLORIDA

Available in Stratus and Desktop.
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

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

ILLINOIS

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

KENTUCKY

Available in Stratus and Desktop.
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

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

NEW YORK

Available in Desktop.
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.

NORTH DAKOTA

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

SOUTH CAROLINA

Available in Stratus and Desktop.
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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VALUE

AUTOMATED ALLOCATION

Allocator Pro is designed to process all of your policy data in one batch, streamlining the allocation process while ensuring the quality of data output. Enjoy considerably shorter wait times when allocating thousands of polices.

ACCURATE ALLOCATION

Allocator Pro utilizes advanced geocoding technology to assign each policy to the correct municipality. This is 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 Pro integrates with Premium Pro Municipal to streamline local jurisdiction return processing.

BENEFITS

INCREASED CAPACITY

The power of Allocator Pro 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 Pro’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.