Add the client
Login to the TrakPay Agent/Broker portal to add your client and basic policy details.*
*Sign-up is quick and does not require remembering a password.
PAYGO FOR YOUR WC CLIENTS
TrakPay for Independent Insurance Agents
Increase retention, reduce manual efforts, and drive new business by offering Pay-As-You-Go billing to your Workers’ Comp clients.
HOW TO GET STARTED
Add your client. TrakPay coordinates the rest.
1
2
Client registers
The client receives an automated email to register for Pay-As-You-Go WC.
3
Client provides details
The client provides their payroll company/client ID(s) and a copy of their WC policy.
4
TrakPay activates the workflow
TrakPay submits the integration request to the payroll provider and coordinates any carrier-specific PayGo setup.
5
PayGo begins
Payroll data is retrieved and PayGo WC reporting starts. Payment is collected automatically from your client at the end of every billing period.
1
2
3
4
5
Add the client
Login to the TrakPay Agent/Broker portal to add your client and basic policy details.*
* Sign-up is quick and does not require remembering a password.
Client registers
The client receives an automated email to register for Pay-As-You-Go WC.
Client provides details
The client provides their payroll company/client ID(s) and a copy of their WC policy.
TrakPay activates the workflow
TrakPay submits the integration request to the payroll provider and coordinates any carrier-specific PayGo setup.
PayGo begins
Payroll data is retrieved and PayGo WC reporting starts. Payment is collected automatically from your client at the end of every billing period.
REAL-TIME VISIBILITY
Keep Trak of every client.
Onboarding status is updated in real-time within the TrakPay agent portal for all your clients.
Client registration
Keep track of your client’s registration status and setup.
Payroll integration
Track the status of payroll reporting integration and retrieval.
Carrier reporting
See when your client’s WC carrier reporting feed is connected.
Agent action alerts
Get notified when you or your client need to take action.
PAYGO WC THE WAY IT SHOULD WORK
Built for the details that break other PayGo workflows.
TrakPay goes beyond basic PayGo reporting, ensuring accuracy for clients with even the most complex payroll:
Separate client IDs and bank accounts
Support shared or multiple FEINs while keeping PayGo WC billing accurate.
Intuitive error fixing
Surface missing or incorrect payroll data so issues can be corrected before reporting causes downstream problems.
Smart endorsements
Identify new state/class code needs and help communicate required policy updates before they create compliance or coverage issues.
Accurate class code assignment
Ensures exceptional accuracy with WC class code assignment while performing a double-check to add new states.
ALL CARRIER INTEGRATIONS AT YOUR FINGERTIPS
TrakPay is a payroll-facing PayGo WC vendor.
We are not the exclusive vendor for any carrier, and we don’t want to be. Keeping our business agnostic allows agents like yourself to provide PayGo WC for ANY carrier to your clients.
- Your agency keeps flexibility.
- Your client keeps their payroll service.
- TrakPay connects the pieces.
GET IN TOUCH
Let’s connect.
Fill out the form below or reach out to us at sales@trakpay.com and we'll be in touch ASAP.