top of page
PremaTax Modules
Property & Casualty
Health
Municipal
Life
Risk Retention Groups
GIS Allocator
Keep Your Work Organized.
Powerful workflow tools
Includes:
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.
-
Company-wide Dashboard
-
Package Manager
-
Form & Package Statuses
-
User Management
-
Over 1,000 Form Audits
-
OPTins and State E-File Integration
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:
-
General Information
-
State Business Page
-
Schedule T
-
Gross & Deduction Details
-
Fire Allocations
-
Rates & Fees
-
Retaliatory Input
-
Agent Input
-
PC & Life GFA
-
Ocean Marine
-
Qualified Premiums
-
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
%20(2).png)
bottom of page