PremiumSync

We will walk you through the process of getting set up with SmartPay Solutions. Please have these details available:

• Contact information for the individual(s) responsible for uploading payroll reports to the SmartPay customer portal.

• Contact information for an individual who can authorize bank ACH transactions

• Bank account information for the ACH withdrawals

• A copy of a prior payroll report 

• An understanding of what your payroll report includes (for example, whether the wages column includes overtime and tips or is strictly wages, etc.)

• SmartPay Solutions will send system reminders and communications via email. Please add “[email protected]” to your contact list. If you have strong email filtering, add this email address to the safe list on your email system.

• Do not re-use employee numbers in your payroll system. If you replace an employee, please assign the new hire a new employee number.

• If you change your payroll software or the payroll report you submit to us in ANY way, please notify SmartPay Solutions.

• If your bank blocks electronic debits from your account, you will need to authorize the ACH vendor ID for SmartPay with your bank to allow payments to be withdrawn. Ask for the ACH vendor ID to provide to your bank.

• Report uninsured subcontractors throughout the policy term vs waiting for the audit. Ask the SmartPay representative how.

• Failure to upload a payroll report or multiple NSFs may mean that your policy will no longer be eligible for the PremiumSync program. If this occurs, your policy will be subject to cancellation.

• Keep payroll records and payroll tax forms organized to comply with the final audit request when received at the end of your policy term.