Working in conjunction with employers, PEO's and insurance professionals our team is committed to bring each employer the right set of benefits suited to their individual needs.

As one of our broker/agent partners you will guide your client companies through each step of the process.

Step 1: You gather the clients basic information. We need three things to provide a quote.

• An ACORD application or download our simple form here.
• Provide 3 years loss runs
  
• UCT-6 (Employers Quarterly Report)

Step 2: We will contact our partners to determine which provider best suits your client company needs. Once we have an agreement with the prospective partner we will provide you with a quotation to present to the client.

Step 3: If the client determines that we have met their needs, we will send you or the client a Client Sign-up Package (we will not contact the client directly without your permission.) We will assist you in providing after the sale support when necessary.

Step 4: Once the client begins to run payroll we will send you, monthly, a check and a broker statement that gives you the following information: your clients name, the amount of payroll run by the client, commission percentage and commission amount. You will continue to receive residual income on the client as long as they remain with the provider.

To get a better understanding of what types of businesses we can place, visit our business types page.