SAN Agency Referral Form

Agency Information

Company Name(Required)

Company Contact(Required)

First Last

Company Email(Required)

Company Phone(Required)

Client Information

Agency Name(Required)

Agent Name(Required)

First Last

Agent Phone(Required)

Agent Email(Required)

Products Interested(Required)

Select All

Payroll

Time & Attendance

Human Resource Management

Workers' Comp

Financial Services

Consent(Required)

I attest that the client I am referring has given their express permission for a Pinkerton Payroll agent to call or email them. The agent will leave a voicemail if there is no answer. The client should call the agent back if they want coverage or quotes. Agent will make contact within 24-48 hours.

CAPTCHA

Pay-As-You-Go Process

Client Processes Payroll
Your client submits payroll via their online portal, via email, over the phone, or even via text.
Rate Calculation
The class codes, and associated rates are built into our payroll software and calculated upon submission.
Deductions Are Processed
Based on the calculations, the deductions are transferred from your clients account, to our workers' comp escrow account.
Carrier Receives Payments
The deductions are sent to the carrier on a monthly process, helping with the overall audit process.

SAN Agency Referral Form

Agency Information

Client Information

Pay-As-You-Go Process

Client Processes Payroll

Rate Calculation

Deductions Are Processed

Carrier Receives Payments

Human Capital Management

Group Health & Life

Commercial Lines

Personal Lines

Our Agency

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