Premium Pro Import

The Import feature allows you to source in data from a pre-recognized file type and bring it into Premium Pro Enterprise. By using this feature, you eliminate the need to make numerous manual entries. You will save time and avoid possible errors in re-entering the same figures.

For Import File Layouts, please see Premium Import Format.

The Import function is available for several different areas in the software. You can import premiums and dividends into the State Business Page(s) and the Schedule T. You may also import municipal data into several of the states’ annual returns. See also Municipal Data that can be Imported into Premium Tax Returns.

1. From the appropriate drop-down box, select the company that you wish to import information into.
2. Go to the File menu and select Import.
3. Choose what data you want to import (State Business Page(s), Schedule T, Municipal)
4. Select your import type on the left side of the dialog box.

• If importing the State Business Page(s), you can select from any of the following import types: NAIC, Freedom, A.M. Best, ASCII. Please note that regardless of your Annual Statement software vendor, you may import using the NAIC import type.

• For Schedule T, the import types are limited to NAIC and ASCII.

• For Ocean Marine, you may choose NAIC.

• For Municipal, you may import ASCII, .MXT and .IMP files from the Municipal and/or Allocator products.

5. When importing the State Business Page(s), you will be given the option to import either All Jurisdictions or Select Jurisdiction(s) for NAIC and ASCII imports. For Municipal import, you may select to import by Municipal Code or Municipal Name. Make your selection at this time. For Schedule T import, skip Step 5 and proceed to Step 6.
6. Click Browse and locate the import file you wish to import from; click Open.
7. Click Import.