SmartPay Set Up Process for PMA Companies – FedEx policyholders #

1. Agent To #

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

2. PMA Companies 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: Send welcome email to policyholder once account is live in SmartPay.

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 select self reporting.

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 #

• For payroll companies:

– Step 1: After notified by SmartPay of a PayGo client, set up auto-send of payrolls on/after the policy effective date.

• For agencies:

– Step 1: Reach out to the payroll company to gather set up information and notify to start sending payroll data as of the policy effective date.
– Step 2: Report payroll to PMA Companies.

6. SmartPay To #

• Step 1: Once payrolls are uploaded, SmartPay to calculate premium, pull funds from policyholder bank account, and remit to PMA Companies.