SmartPay Set Up Process for AmTrust policyholders #

1. Agent To #

• Step 1: Choose PAYO with underwriter.
• Step 2: Select SmartPay as the billing option.

2. AmTrust To #

• Step 1: Set up account in PAYO.
• Step 2: Provide Net Rate Sheet to SmartPay on behalf of policyholder.

3. SmartPay To #

• Step 1: Receive Net Rate Sheet from AmTrust and set up account in SmartPay.
• Step 2: Send welcome email prompting policyholder to complete online registration.

4. Policyholder To #

• Step 1: Complete SmartPay online registration after receiving welcome email. This includes selecting reporting frequency, first check date, employee information, banking or credit card information, and payroll company selection (policyholder to select their payroll company, choose to self-report, or enroll in SmartPay Reporting Service (SPRS)).

Please Note: If policyholder chooses the option to self-report payroll or to use SPRS, skip payroll company section.

• Step 2: List any owners/officers that are excluded.

5. Payroll Company To #

• Step 1: After notified by SmartPay of a PayGo client, set up auto-send of payrolls on/after the policy effective date.
• Step 2: Transmit payrolls to SmartPay each pay cycle.

6. SmartPay To #

• Step 1: Calculate premium and process payments as payroll is received.
• Step 2: Send funds to AmTrust.