PremaTax Modules
Property & Casualty
Health
Municipal
Life
Risk Retention Groups
GIS Allocator
Keep Your Work Organized.
See your team’s workload from a bird’s eye view. PremaTax provides powerful workflow tools designed to make you and your team more effective and efficient.
A dashboard for all of your entities.
Dashboard provides an account-wide view of key filing metrics and a calendar of important deadlines across your entities.
A filing portfolio to manage forms across all your entities.
Filing Portfolio gives preparers and reviewers a centralized view of tax forms across all entities in your account. Easily manage and bulk edit filings, drill into individual forms, and organize your work using flexible grouping, filtering, sorting, and search. Create and save customized views tailored to your workflow for quick access whenever you need them.
View summary of taxes for all entities in one place.
Summary of Taxes consolidates premium tax summaries across all entities in your account, giving you a single view to review and compare tax obligations.
View activity across your entire team.
Activity Reports centralizes user activity and field overrides across all tax forms, giving you a centralized view to track changes, review adjustments, and maintain audit visibility throughout the filing process.
Easily switch between different calendar views.
Let PremaTax Do
the Heavy Lifting.
Extensive Calculations
With PremaTax, we derive as much data as possible from the Annual Statement to minimize the amount of manual processing needed.
OPTins E-FIling Integration
With a single click, users can submit OPTins filings directly within PremaTax.
Let Your Data Flow.
Expansive Schedules
PremaTax provides you with a set of convenient schedules to help calculate and aggregate your data.
Includes:
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General Information
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State Business Page
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Schedule T
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Gross & Deduction Details
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Fire Allocations
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Rates & Fees
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Retaliatory Input
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Agent Input
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PC & Life GFA
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Ocean Marine
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Qualified Premiums
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Estimates
Great For Those New to Premium Tax.
BUILT-IN TAX GUIDANCE
PremaTax has built-in tax guidance in the form of audits, tooltips, hints, and statutory references that act as guard-rails to minimize the amount of filing mistakes and research required, speeding up the filing process. This is great for preparers new to the premium tax industry.
We’ve Done
the Research
For You.
Expanded Fees and Assessments
Spending hours researching fees and assessments? We’ve done that for you. PremaTax includes over two dozen fee types and a broad number of assessments for premium and retaliatory tax calculations, saving you time and money.
PremaTax follows industry best practices for security and stores all sensitive data using Google Cloud Platform. Our compliance and security program includes independent audits, and we maintain both an ISO 27001:2022 certification and a SOC® (System and Organization Controls) report, available upon request.
Your data is priority
