SmartPay Set Up Process for CNA policyholders #

1. Agent To #

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

2. CNA To #

• Step 1: Set up account in their system and send SmartPay account information (contact information, rates, and class codes).

3. SmartPay To #

• Step 1: SmartPay to set up account and send welcome email.

4. Policyholder To #

• Step 1: Complete SmartPay online registration (banking or credit card information).

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: Transmit payroll reports from payroll company to CNA.
• Step 2: Collect transaction fees for each payroll report transmitted.