Upon execution of the Client Service Agreement (CSA) the client is effectively bound.
There are several documents required to enroll a client, but the value of leveraging the AXIS Group is our team will work with the client and the PEO to ensure all the necessary documents are communicated to the client and collected timely.
Commission is paid out monthly based on the prior months payroll numbers. AXIS Group disperses commissions on the 25th of every month.
Our goal is to provide 1 to 3 quotes from PEO’s that have different carriers so the client has options with regard to price and ratings.
Not allowing the PEO to administer the payroll is not an option. Although this is a common misconception that processes have to change. If the client is utilizing an accounting software like QuickBooks their payroll can be integrated or downloaded into a CSV format an emailed directly to the PEO.
We do not accept BORs on existing clients. We protect submissions to agencies for 30 days after 30 days if we receive the submission from another agency they are free to close the deal.
IF THE CLIENT HAS A STANDALONE POLICY WITH A CARRIER ARE WE BLOCKED FROM GETTING A QUOTE FROM A PEO WHO HAS THE SAME CARRIER?
This is a major advantage to utilizing a PEO, carriers are not able to be blocked because it is the PEOs policy. For example, if your competitor brings a Zurich quote to the table we can obtain quotes from our PEO’s that have Zurich paper and present an alternative unique solution.
We will support our agency partners however necessary. We find when we are included in the presentation process the closing ratio increases by 90% as we are equipped to overcome an objection and answer specific procedural questions.
Yes but Depending on the scenario we can make necessary arrangements so all relevant parties are involved.
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Yes, the day your client executed the Client Service Agreement. Please refer to the CSA for any stipulations.
The client will receive a minimum written notice of 30-60 days depending on the PEO.
This is a huge benefit of partnering with a MGA/The Axis Group. We already have the file underwritten, all we need to do is resubmit the file. If the other markets require different documentation. We will need that to get a more accurate quote.