John Tiene: When we were looking to potentially partner with a payroll company, we were referred to Balance Point through an agent who was already a Balance Point client. We interviewed a lot of companies, but this agent spoke very highly of her Balance Point sales rep, Jim Marciano. We had gotten good feedback from clients as well. Balance Point was a great option for us – great company, great technology, great pricing. So I was put in touch with Pete Luciano and we spoke about forming a relationship that worked for both of us. It was clear that we really wanted to work together so we put together an agreement and now we refer Balance Point exclusively when clients or agents are in need of payroll.
JT: Like I said, we interviewed many companies, but at the end of the day, Balance Point had an established operation and reputation with best-in-class automation and software technology. Every time we refer a new client, they reconfirm everything we believe about how wonderful it is to work with Balance Point.
JT: We don’t name a lot of preferred vendors for a lot of reasons. We have a preferred wholesale broker (SRP) and Balance Point as a payroll vendor – that’s it!
JT: Agents should be moving people to a payroll service that won’t compete with them by trying to sell insurance. Plus agents should provide clients with the Pay as You Go option for Workers Compensation. Giving small to mid-size clients the ability to pay worker’s comp over time is an effective tool to manage cash flow. Agents need to pay attention to and deal with these issues, instead of just handling it on a case by case basis.
We thank Balance Point for being our choice payroll provider for our members.