The IPA Payroll Rater turns independent insurance agents into payroll quoting machines. Enter the 6-digit partner code from Insight Payroll Associates, and the app loads with your agency's branding, your firm's name, and the pricing you offer your book of business. Use it in front of clients — at the kitchen table, on a Teams call, in your office — to quote payroll alongside the workers' comp, benefits, and insurance you already sell.
WHY AGENTS USE IT
- Speed: Quote payroll in seconds, on a real device, with the client watching. No spreadsheets, no callbacks, no "let me get back to you on pricing."
- Branding: Your logo, your colors, your firm's name — on every screen and on every PDF you hand off.
- Cross-sell ready: You've already earned the client's insurance business. Now you can add payroll without sending them down the street to a national provider or PEO.
- Recurring revenue you own: Add a payroll income stream to the relationships you've already built. You keep the client, the commission, and the renewal.
- Integration: Quote payroll in the same conversation as workers' comp, benefits, and compliance — one trusted source instead of three vendors.
- Built for agents. Made to empower agents.
HOW IT WORKS
1. IPA sends you a 6-digit partner code when you join the program.
2. Open the app, enter the code once, and the rater loads with your agency's branding.
3. With your client in front of you, answer a few short questions — pay frequency, employee count, ZIP, and the add-on services they need.
4. Per-pay-period, monthly, and annual totals appear instantly. Adjust add-ons on the fly if the conversation shifts.
5. Submit —You get a branded PDF in your inbox or ready to download, with your agency on the cover.
WHAT IPA DELIVERS BEHIND THE SCENES
- Comprehensive tax handling: quarterly and year-end federal & state filings, timely and accurate payroll tax payments, full compliance.
- Dedicated payroll specialists and onboarding training.
- Old-fashioned customer service paired with cutting-edge HCM technology — your clients aren't account numbers, they're relationships you both protect.
WHY IT MATTERS
When you're up against national platforms or other agents, speed and agility aren't optional — they're your advantage. The IPA Payroll Rater is how you bring that advantage into every client meeting.
Not an IPA partner yet? Visit ipapays.com or write us at info@ipapays.com to get your code.
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