TriTech Services Insurance Tax

Allocation (Geocoding/Risk Location) Tax Services Provided

TriTech Services Provides
- Cost-effective solution particularly for smaller amounts of premium data.
- Even the smallest company can afford professional quality service.
- Receive proper allocation using Geo-Coding.
- We guarantee a 72-hour turn around time.
- Guaranteed same day service offered.
- Import files for Premium & Municipal Tax included.
- Provides all necessary reports and files.
- Avoid penalties for misallocation from the states.
- SSAE 16 - Type II Compliant (formerly SAS 70)
We can customize our services for your company's needs.
- You give us your policy level data - We can take an Excel Sheet or text file.
- We will format data as necessary - No extra work getting that data into a specific format.
- A policy level report to indicate each allocation.
- A summary report used for preparing Municipal and Premium Tax returns.
- An exception report indicating problem addresses. Statistical reports with color charts.
- Import files for either Premium Pro Municipal or Premium Tax.
- You can correct addresses in your system and we will re-allocate, if necessary.
You can choose what you want us to prepare.
- # of returns, # of companies, # of states, municipalities, special filings
Supported States
- Alabama
- Delaware
- Florida
- Georgia
- Illinois
- Kentucky
- Louisiana
- New York
- North Dakota
- South Carolina

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