1. ALLIANCE PROGRAMS: How to Market to Your Current Clients

2. WHY? Increase your annual revenue without increasing your client base
Recurring revenue each month; quarter
Additional “hooks”
Establishing your Bureau as an Employee Services firm; not just a payroll provider
To be competitive in your market

3. HOW? Promote your ancillary products: -on your website
-your “on hold” message
-database mailers
-check stuffers
- blasts
-newsletter
-press releases
-your ops staff
-your sales staff

4. REVENUE-GENERATING ALLIANCE PROGRAMS
The Hartford
Guard
401K
Capital One Pay Card
MHM
First Advantage
Corporate Express
Rewards

5. REVENUE-GENERATING ALLIANCE PROGRAMS
Why The Hartford:
Additional product offering, mandated by law, that currently generates more revenue for PayChoice licensees than any other program.
Great value proposition for employer-client: no down payment, pay as you go premiums based on actual payroll amounts, greatly improves cash flow, minimizes any audit adjustments.
Revenue share: 5% of policy value
The Hartford
Description: Provides licensees with Worker's Compensation insurance that can be offered to their employer-clients or used internally.

6. REVENUE-GENERATING ALLIANCE PROGRAMS
Why Guard:
No down payment and no installment fees.
Premium paid in small increments each payroll period-a significant cash-flow advantage.
Minimal surprise at audit time. (Using actual payroll data instead of estimated amounts results in more accurate premium!)
Payments conveniently drafted each pay period from the bank account of client’s choice.
Revenue share: $70 for each new policy; $.14 per employee per payroll.
Guard
Description: Provides workers compensation that licensees can be offered to their employer-clients or used internally.

7. REVENUE-GENERATING ALLIANCE PROGRAMS
Why Invesmart:
Works with your current payroll service
We select and monitor the investments
for your plan
Fees and expenses are lower
Tax savings tool
Savings and investment plan is created
specifically for each participant and updated
quarterly
We’ll tell employees how much they need to save
Telephone access to a investment
advisor representative
Web access to account
Revenue share: $300 for each new plan sold + monthly share of plan and per employee.
401K
Description: Provides a high quality 401K retirement plan that enables your clients’ employees to plan for their retirement with personalized account management and at a value that your small business client won’t get anywhere else.

8. REVENUE-GENERATING ALLIANCE PROGRAMS
Why Capital One:
Portable, personalized, Capital One and MasterCard branded card
Funds automatically loaded into card account on payday via ACH
Safe alternative to carrying cash
Greater financial flexibility
Reduce check cashing and/or banking fees
Avoid waiting in line to cash paychecks
Revenue share: 5% of all net interchange and fee revenue
Capital One
Description: Provides a Paycheck Debit Card that licensees can offer to their employer-clients and employees. The card offers a range of benefits to employer-clients and their employees.

9. REVENUE-GENERATING ALLIANCE PROGRAMS
Why MHM:
Tax savings for both employee and employer by lowering taxable income.
Covers out of pocket medical expenses.
Pays for deductibles, co-pays, prescriptions, dental expenses, vision care, etc.
Allows you to create a menu of pre-tax options including commuter, medical and dependent care.
Revenue share: POP $80 per new policy; FSA $180 per new policy + $.50 /EE/month + $12/client/month.
MHM
Description: Provides program that allows your clients to pay for certain employee group benefits (like medical & dental) with pre-tax dollars, saving you money that would normally be paid in taxes. The plans come in two basic forms, “Premium Only Plans” or POPs, and “Flexible Spending Account Plans” or FSAs.

10. REVENUE-GENERATING ALLIANCE PROGRAMS
Why Corporate Express:
• Access to Eway, Corporate Express’ online ordering system
• Free delivery
• Flexible payment methods – credit card
or open account
• Products heavily discounted especially
for the PayChoice community
Revenue share: 2% of gross revenue generated by your use and the revenue generated by your clients
CORPORATE EXPRESS
Description: Provides licensees with a discounted office furniture, office products, and toner cartridge program that can be offered to their employer-clients or used internally.

11. REVENUE-GENERATING ALLIANCE PROGRAMS
EASYCHOICE REWARDS
EASYCHOICE REWARDS
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Description: Provides licensees with a corporate perks program normally reserved for Fortune-500 companies that can be offered to their employer-clients or used internally.
Revenue share: 2% of your own purchases and the purchases of your clients.
FIRST ADVANTAGE
Description: Provides
licensees with a highly competitive background screening, drug testing, and tax consulting program that can be sold to their employer-clients or used internally.
Revenue share: 7% of revenue generated by your use and your clients use.

12. BOTTOM LINE Hartford: -Avg policy $3,500. -5 policies per month
-$3,500 x 5% x 5 x 12 = $10,500 per year
Guard: -Avg policy $3,500
-5 policies per month, 50 employees per policy
-($70 x 5) + (50 x $.14 x 5 x 12) = $770 per year
MHM: -5 policies per month (FSA), avg 25 employees per policy
-$180 x 5 = $900
-$.50 x 375 = $ x 12 = $2,250
-$900 + $ $720 = $3,870
$10,500 + $770 + $3,870 = $15, 100