2025 TriTech Advisory - SAVE THE DATE | June 17-29, 2025

Stop by and say hi! November 12-15: NPTC (Ft. Lauderdale, FL)

November 2024

The TriTech Experience

A Message from the President

-Robby McCollom, TriTech Software & Services President

Momentum has been our theme this year, and we continue to build it throughout the year with the advancement of our new Stratus Platform. As we turn our focus toward the upcoming tax season, if you haven’t already started, now is the perfect time to explore and begin using your products on Stratus. This platform represents the future, and the transition is well underway.

At TriTech, we remain steadfast in our commitment to caring for and serving people. This has always been—and will continue to be—the core of our software and services. Our mission is "to connect and make a difference," and we are truly grateful for each of you, blessed to have the opportunity to serve.

As we approach our 30th year, we invite you to join us at Advisory to celebrate three decades of service to the insurance industry.

TriTech Stratus Update

The new platform for TriTech Premium Pro products is TriTech Stratus.

With the release of Stratus Allocator Pro, Stratus Municipal Pro, and the soon-to-be-released Stratus Premium Pro, 2024 has been a very busy and exciting year for TriTech. These cutting-edge solutions are designed to enhance your experience and streamline your operations.

We are already looking ahead and are excited to share that in 2025, we will be releasing additional states in Allocator Pro and Municipal Pro, as well additional features for all of our software solutions! These next generation products will bring even more capabilities to elevate your business to new heights.

As a reminder, while we are in this transition period to Stratus, your current licenses for Premium Pro Enterprise software allow you to have access to Stratus Products as they are released, alongside your existing software solutions once your Master Service Agreement has been updated. You can check with your Client Service Representative on your agreement status.

Stay tuned for more release updates and details about Stratus Premium Pro as we continue to innovate and provide you with the best tools for success. Thank you for being a valued part of our journey. Together, we are shaping the future!

 


Learn About Us

Discover More About Us!

At TriTech, we value the relationships we build with our clients and believe in the importance of transparency and connection. We invite you to visit our website and learn more about who we are, what we do, and the dedicated team behind our success.

  • Who We Are: Explore our mission, vision, and the core values that drive us every day. Understand our commitment to innovation and excellence in delivering top-notch solutions to meet your needs. Dive deeper into our history, milestones, and the journey that has shaped TriTech into the company it is today. Learn more>>
  • What We Do: Learn more about the range of solutions we offer to aid you in all of your Premium Tax endeavors. Our products are made with you in mind. Read more>>
  • Meet the Team: Get to know the talented professionals who make it all happen. Our team is composed of experts in various fields, all working together to provide you with the best service possible. Meet the team>>
  • Our Passion: Learn more about the positive impact TriTech is making in our community, country, and beyond. Our Passion>>


We are excited to share our story with you and look forward to continuing our partnership. Thank you for being a valued part of the TriTech family!

TriTech Missions

A Heartfelt Mission: Our Time with Family Promise of Collin County

Our mission trip this year was local and in conjunction with our 3rd Annual Serve Week. During Serve Week we volunteer, serve and celebrate the impact of contributing in our community. From April 29th to May 3rd, we participated in various volunteer opportunities around Collin County. One of the organizations we served with was Family Promise of Collin County. Our team came together with enthusiasm and dedication, working hand in hand to support this incredible organization.

 

During our day of service, we were involved in cleaning and preparing supplies for future use. The stories shared with us reminded us of the profound impact that even small acts of kindness can have. Our mission trip was not just about giving; it was also about learning and growing. We gained a deeper understanding of the challenges faced by homeless families and the importance of providing support and hope. It was a privilege to contribute to Family Promise's mission of helping families achieve lasting independence.


We look forward to continuing our partnership with Family Promise of Collin County and finding more opportunities to serve our community together.



TriTech Advisory Meeting

  • 2024

    We had an amazing Advisory meeting in Charleston, SC, this year, where our theme was Momentum. Our goal was to build on the energy of past meetings and continue driving forward with fresh ideas and insights. At TriTech, our mission remains to continuously improve your experience, and these meetings help us connect, learn, and gather valuable feedback. We deeply appreciate everyone who attended and shared their thoughts on how we can keep the momentum going to enhance the TriTech experience for all. 

  • 2025

    Next year, we will be in Dallas, TX the week of June 16th. We look forward to seeing you in Dallas in 2025! 

In This Issue

SOC or QUESTIONNAIRE

Support Hours

Premium Pro Enterprise
Software Release Dates

  • FormsPlus: November 15th
  • Municipal Tax: December 2nd
  • Allocator: December 2nd
  • Premium Tax: December 16th

2025 Workbook