SmartPay Set Up Process for Preferred Employers policyholders #

1. Agent To #

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

2. Preferred Employers To #

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

3. SmartPay To #

• Step 1: Send welcome email to policyholder once account is live in SmartPay.
• Step 2: Conduct SmartPay introduction and orientation.

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 Preferred Employers.