Premium Pro Help

Rollover

The rollover feature of Premium Pro Enterprise happens automatically the first time the new product year is accessed for a company. During this time, key information is transferred from one year to the next. This eliminates the need to re-enter the same information for the same company every year, thereby saving you valuable time and resources.

The following information rolls over to the next product year: a company’s general information, current year prepayments, overpayments not refunded, guaranty fund assessments, and other state-specific information, such as ocean marine three year premiums and state ID numbers. Specific state returns that were activated in the prior year will also be automatically activated in the new year. General Ledger information entered in the Payment Request Schedule will also rollover to the current year. Your elections to not print the Fees and Credits sections for the Retal Returns will be rolled over as well. In addition, any state specific rates, fees, and taxable fire percentages that you overrode last year will rollover as well.  When you access the information in the software, any overridden entries that you adjusted last year will appear in red.

The software also has the capability to rollover your state specific options.  This includes items such as the gross premium options, dividend deductions, inclusion of finance and services charges, and the inclusion of agent fees.