ReferralTrak is a robust dashboard to refer, track, and onboard your payroll clients for pay-as-you-go WC.
Moore Beauston & Woodham LLC CPAs
InsuranceTrak works with your payroll service and client's WC insurance carrier to process PayGo WC via TrakPay
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InsuranceTrak works with virtually any payroll service and WC insurance carrier to process PayGo WC via TrakPay
Whether your client needs to start a new WC policy or transfer an existing policy to stay on PayGo WC, it's all at your fingertips with ReferralTrak.
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Get live status updates of your client’s journey to becoming a newly integrated PayGo WC policyholder. QuoteTrak will guide your client through the process of acquiring a WC policy and connect them with one of our agents for a no-hassle shopping experience.
Let InsuranceTrak do the heavy lifting of onboarding and servicing your client's needs and earn extra revenue for your referrals. Easy, right?
*Not available for all payroll companies. Contact us to learn about revenue share options for your company.
TrakPay is embedded into your ReferralTrak Payroll Partner dashboard so you can view your clients’ PayGo WC service in real time.
Customers can shop directly on your website for Workers Comp, General Liability, BOP, Cyber Insurance, and more. Plus, they can enter payment info, sign all necessary forms, check-out, and get their insurance certificate, all in one seamless process.
QuoteTrak covers the a wide range of business types. Having a one-stop-shop on your website encourages your clients to not shop with another broker which may lead them to a competing payroll provider.
As your client purchases their WC policy, they can seamlessly register for paygo WC all within the same experience. We’ve taken the friction out of the paygo WC onboarding process with our first-of-its-kind ‘Apply, Buy, Register’ click-thru process.
QuoteTrak’s intuitive app ensures that employee payroll estimates are quoted in the correct Workers Comp class codes. And we go further: we fully account for the complex state/entity type rules that affect owner & officer min/max payroll caps so that they are contemplated in the final quote calculation.
QuoteTrak makes insurance simple! We make it easy for your client to chat with an agent who will guide them through the process and provide expertise.
Leave us a message and one of our agents will get back to you asap, or you can reach us via email at payrollpartners@insurancetrak.com
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