At Paylocity, we know your client’s needs are unique. We also know you serve them best when you understand their business. With Paylocity’s Partner Portal for Benefit Brokers, you’ll have the ability to:

 

  • Get notified of new hires and terminations to take action
  • Spot the biggest opportunities by tracking metrics
  • Send Campaigns to client’s employees across the trusted Paylocity site and mobile app

 

With our intuitive dashboards, Financial Advisors like you can view new hires, terminations, 401(k), headcount, and turnover data. Our newest feature set, Campaigns, gives you the opportunity to send Memos and track results with Bookmarks.

 

With Dashboards, you’ll:

 

  • Inform and enroll new hires as soon as possible
  • Help terminations rollover their account
  • Understand deferral rates and participation levels to increase utilization
  • See a complete picture of your clients’ workforce, including a breakdown by generation and ethnicity

 

The Memo feature allows you to:

 

  • Introduce your firm and you to new hires
  • Share information on 401(k) investment options
  • Remind employees of the benefits of saving for retirement
  • Educate employees on tax savings and investment opportunities

 

Ready to learn more? Reach out to partnerportalsetup@paylocity.com or contact your local Sales Representative.