Allocation Summary Report

The Allocation Summary report groups all policyholder premiums listed in the Allocation Detail Report by taxing jurisdiction and displays the totals for each municipality. In the Kentucky and New York Fire modules, premiums are further broken down by line of business. The premiums tie to the Premiums field in the Allocation Detail Report, not to Source Premiums.

 

 

Jurisdiction Assigned To

Jurisdiction Code

Number of Policies

Lines of Business *

Source Premiums **

Total Premiums

 

* The Lines of Business headings may vary from state to state. For example, Kentucky requires that policies be broken up into seven different categories, so a separate column for each of these categories will appear; however, Georgia groups all premiums into the same category, so only the Total Premiums column will appear.

 

** Source Premiums are included on South Carolina Allocation Summary Report Only.