AGENT FAQs

How quickly can we bind a proposal?

Upon execution of the Client Service Agreement (CSA) the client is effectively bound.

What is required to enroll a client?

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.

How does the commission payment process work?

Commission is paid out monthly based on the prior months payroll numbers. AXIS Group disperses commissions on the 25th of every month.

How many quotes should I expect?

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.

WHAT IF THE CLIENT DOES NOT WANT TO OUTSOURCE THEIR PAYROLL?

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.

DO YOU ACCEPT BORS?

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.

WILL THE AXIS GROUP HELP PRESENT THE PEO PROPOSALS TO A PROSPECT OR CLIENT?”

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.

DO I HAVE TO BE APPOINTED UP WITH THE AXIS GROUP TO SUBMIT A DEAL?

Yes but Depending on the scenario we can make necessary arrangements so all relevant parties are involved.

How do I get appointed?

Fill out the contact us form located at the bottom section of the website or call us.

DOES THE CLIENT HAVE AN ANNUAL RENEWAL OR EFFECTIVE DATE WITH A PEO?

Yes, the day your client executed the Client Service Agreement.  Please refer to the CSA for any stipulations.

WHAT HAPPENS IF A PEO TERMINATES A CLIENT OR CAN NO LONGER COVER THE CLIENTS GOVERNING CODE?

The client will receive a minimum written notice of 30-60 days depending on the PEO.

WILL YOU HELP FIND COVERAGE IF A CLIENT IS TERMED?

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.

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