SmartPay Set Up Process for Method Insurance policyholders #

1. Agent To #

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

2. Method Insurance To #

• Step 1: Set up account in their system.
• Please Note: Policy information feeds into SmartPay’s system once the account is set up.

3. SmartPay To #

• Please Note: Welcome email is sent automatically on behalf of SmartPay when the account is set up through the Method Insurance system.

4. Policyholder To #

• Step 1: Complete SmartPay online registration after receiving the 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 the policyholder chooses the option to self-report payroll or to use SPRS, skip the payroll company section.
• Step 2: List any owners/officers that are excluded.

5. Payroll Company To #

• Step 1: After being 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 Method Insurance.