Premium Pro Import
You may import premiums and dividends into the Schedule T and State Business Page(s). You may also import municipal data into several of the state’s annual returns. The following describes the specified files and formats required to properly import data in the Premium Tax Module.
All Annual Statement software packages listed below use the NAIC diskette file. Follow the instructions provided by your Annual Statement software vendor to create the NAIC Annual Statement diskette file. Typically this file is a zip file that contains two file types: a .PDF file and a .txt file. The .txt file is the formatted NAIC file that is used to import the data into Premium Pro. The typical naming convention for an NAIC diskette file contains the NAIC number, tax year, and ends with “…_s.txt”. You must extract the .txt file from the zip file in order to use it. Some Annual Statement packages may provide additional export capabilities specific to the State Business Page and/or Premium Tax. These exported files may also be used to import data into Premium Pro. The following lists the State Business Page import types and the supported Annual Statement packages.
NAIC |
This method uses the NAIC file (*_s.txt) as indicated above. Only use this method if you have chosen to create the Annual Statement file or amended Annual Statement file via one of the Annual Statement software packages listed below: A.M. Best Booke & Company E.F.S. F.S.I. Freedom Wings |
Freedom |
This method should be selected if you use the alternative export file for the State Business Page data from the Freedom software. One file will be generated for each selected state. These files may be used to import the data into Premium Pro. |
AM Best |
This method should be selected if you use the alternative export file for the State Business Page data from the AM Best software. One file will be generated for each selected state. These files may be used to import the data into Premium Pro. |
ASCII |
This method should be selected if you are creating the import file in-house. Please see the next page for detailed file format specifications. |
Premium Pro also allows you to import data from an ASCII file created in the format specified by TriTech Software Development Corporation. The files, needed by Premium Pro for the Import process from an ASCII file, can have a .txt or .prn extension as long as the data is in the prescribed format. The following will provide you with the specified format for your import items.
The ASCII File Format specification described below will allow you to import the State Business Page information for all states and U.S. territories. Each line of the ASCII file represents one line of the State Page for any given state. The numbers are space delimited starting in column 10 of each line.
Click here to see the format for each line.
The ASCII File Format specification described below will allow you to import the State Business Page information for all states and U.S. territories. Each line of the ASCII file represents one line of the State Page for any given state. The numbers are space delimited starting in column 10 of each line. The format for each line is as follows:
Col. 1 - 2 |
State Abbreviation |
| Col. 3 | Space |
Col. 4 - 8 |
Line Reference - See a description below. |
Col. 9 |
Space |
| Col. 10 - ? | For Premium and Dividend amounts, each amount is separated by a space. Each field can be any length. Fields with no amounts should contain zero (0). Negative numbers should have a minus sign (-) immediately preceding the number (-10000). |
Line Reference has the following format and should be formatted exactly as it is on the State Business Page.
Example |
line 1. = 1 or 1.0 or 1. |
line 2.1 = 2.1 or 2.10 or 02.10 |
|
| line 19.4 = 19.4 or 19.40 |
A sample line looks like the following:
AL 1 1000 2000 3000 –10000
The above line will transfer $1000 into column 1, $2000 into column 2, $3000 into column 3, and -$10,000 into Column 4, Line 1 of the state business page for Alabama.
Note: Use line number 99 for Finance and Services charges.
The ASCII File Format specification described below will allow you to import the Schedule T information. Each line of the ASCII file represents one line of the Schedule T. The numbers are tab delimited starting in column 5 of each line.
Click here to see the format for each line.
The ASCII File Format specification described below will allow you to import your GFA assessment file and credit information into the GFA Tracking System. Each line of the ASCII file represents one assessment. Each amount in the ASCII file is separated by a tab. Each field can be any length. Fields with no amounts should contain zero (0). Negative numbers should have a minus sign (-) immediately preceding the number (-10000).
Click here to see the format for each line.
Premium Pro provides you with the capability of importing municipal premiums, taxes, and/or fees depending on the requirements of the state’s municipal return. For Life companies, the states you can import are Georgia and Louisiana. The Georgia import will source in the number of business locations for each municipality instead of a premium amount. For P&C companies, you can import Florida, Louisiana, and South Carolina.
From the File menu, select Import, and then choose Municipal. The Municipal Import dialog window will appear. Select the appropriate municipal import you wish to perform. Click on the Browse button to select the file to import. Click Open after selecting the file. Choose the applicable Import option (By Municipal Code or By Municipal Name). Click the Import button to start the import process.
Click here to see the format for each line.
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