Stratus Account Maintenance/Alterations

TriTech is acting as the account manager for all clients in Stratus and alterations (such as adding/removing users, jurisdictions, companies) will need to be requested with information provided. Please be aware that account modifications may impact your SPE.

Reach out to TriTech: To begin the process of an account modification, you will need to talk with your CSR. This can be done either through phone or email. If you are unable to contact your CSR directly or are unsure who your CSR is, please send an email to stratussupport@tritechsoft.com.

Information Needed: The information needed will be dependent on the request that is being submitted.

Add User: Please provide the following information for the user. Please note that this does have to be unique information. We cannot use the same email address for multiple people.

  • First name
  • Last name
  • Email
  • Phone number
  • Regular or read only use
  • Companies and products they should have access to

Remove User: Please provide the following information for the user.

  • First name
  • Last name
  • Access to be removed (i.e. all access, only to certain companies, etc.)

Update User: Please provide the following information for the user.

  • First name
  • Last name
  • Information to be updated

Add Company: Please provide the following information for the company

  • Company Name
  • Company Abbreviation
  • FEIN
  • NAIC
  • NAIC Group
  • Physical Address
  • Company type (Life, Health, PC, etc.)
  • State of Domicile
  • Products and jurisdictions that the company should have

Remove Company: Please provide the following information for the company

  • Company Name
  • FEIN
  • Access to be removed (i.e. all access, only to certain companies, etc.)

Update Company Info: Please provide the following information for the company

  • Current company Name
  • Current company Abbreviation
  • Information to be updated such as State of Domicile, updated name, abbreviation, etc.

Add Jurisdiction: Please provide the following information for the company that you would like to add the jurisdictions too

  • Company Name
  • Company Abbreviation
  • Products and jurisdictions that the company should have added

Remove Jurisdiction: Please provide the following information for the company that you would like to add the jurisdictions too

  • Company Name
  • Company Abbreviation
  • Products and jurisdictions that the company should have removed

Login Information Change: Stratus login requires 2factor authentication. Please be aware that changes to the login information or process will need to be conveyed to TriTech by one of the representatives listed on the Stratus Authorization form.

Password Reset: clients can reset their own password via the forgot password button on the main Stratus login screen.

MFA Change: if you are needing to have your MFA updated, please send a request to Support@tritechsoft.com.

2factor Authentication Login Option: If you are looking to have SSO implemented, we will need some additional information to help us align our configuration with your environment. Please send the below information to Support@tritechsoft.com. Once this has been provided, we will work to follow up with your side to help coordinate next steps.

Which Identity Access Management (IAM) provider does your organization use (e.g., Okta, Azure AD, etc.)?

Please provide the contact information for the technical representative who will be supporting the setup.

 

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