Frequently Asked Questions (FAQs)

1. What should I do if my file doesn’t upload correctly?

Answer: If your file fails to upload or process, check the following:

  • File Name: Ensure the file follows the naming convention: CompanyAbbreviation_StateQ_Year_OptionalAdditional. For example, CompanyAbbreviation_KY1_2024.csv
  • File Format: Ensure that the file format is the same as selected in Allocator Options.
  • File Structure: Verify that the file is an ASCII file and contains the correct data fields.
  • Error Message: Look for any error messages at the bottom left of the screen. They will provide specific details about what went wrong.
  • Contact Support: If you continue to face issues, contact our support team for assistance.

    2. How can I check the status of my uploaded file?

    Answer: After uploading your file, you can check its status on the left side of the screen. The status should update to “Processed” or “Under Review” once the file has been successfully processed. If the status remains at “Processing” for an extended period, it may indicate a problem with the file.

    3. What should I do if the Address Corrections Report shows changes?

    Answer: Review the Address Corrections Report to identify the addresses that were modified or re-allocated. Use this report to correct any errors in your data. Update your internal system with the corrected information to ensure accurate future processing.

    4. How do I interpret the data in the Allocation Summary Report?

    Answer: The Allocation Summary Report groups premiums by taxing jurisdiction and displays totals for each municipality. It includes:

  • Jurisdiction Totals: Aggregated premiums for each jurisdiction.
  • Breakdowns: In Illinois Fire, Kentucky, and New York Fire modules, additional breakdowns by line of business are provided. Review these totals to understand how premiums are allocated across different jurisdictions.

5. What should I do if my file contains incorrect or incomplete addresses?

Answer: Address issues will be flagged in the Match Exceptions Report. Addresses with Match Codes of 3 or higher can be reviewed and corrected. Ensure that all addresses in your ASCII file are complete and valid.

6. What should I do if a file was processed successfully, but the reports are not in the expected format?

Answer: If the reports are not in the correct format, ensure you select the correct file format on the Allocator Options dialog that matches the file you are processing.

 

Was this helpful?