{"id":9264,"date":"2021-02-25T14:38:45","date_gmt":"2021-02-25T19:38:45","guid":{"rendered":"https:\/\/gtm.com\/business\/?page_id=9264"},"modified":"2023-04-18T14:13:48","modified_gmt":"2023-04-18T18:13:48","slug":"benefits-broker-partnership","status":"publish","type":"page","link":"https:\/\/gtm.com\/business\/what-we-offer\/partners\/benefits-broker-partnership\/","title":{"rendered":"Benefits Broker Partnership"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; fullwidth=&#8221;on&#8221; custom_padding_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;4.19.0&#8243; custom_padding_tablet=&#8221;50px|0|50px|0&#8243; custom_padding_phone=&#8221;||10px||false|false&#8221; transparent_background=&#8221;off&#8221; padding_mobile=&#8221;off&#8221; make_fullwidth=&#8221;off&#8221; use_custom_width=&#8221;off&#8221; width_unit=&#8221;on&#8221; global_module=&#8221;3056&#8243; global_colors_info=&#8221;{}&#8221;][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; fullwidth=&#8221;on&#8221; custom_padding_last_edited=&#8221;on|desktop&#8221; admin_label=&#8221;Section&#8221; _builder_version=&#8221;4.19.5&#8243; custom_padding=&#8221;||5px|&#8221; custom_padding_tablet=&#8221;50px|0|50px|0&#8243; custom_padding_phone=&#8221;10px||10px||true|false&#8221; transparent_background=&#8221;off&#8221; padding_mobile=&#8221;off&#8221; make_fullwidth=&#8221;off&#8221; use_custom_width=&#8221;off&#8221; width_unit=&#8221;on&#8221; global_module=&#8221;3434&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_fullwidth_post_title meta=&#8221;off&#8221; featured_image=&#8221;off&#8221; _builder_version=&#8221;4.20.1&#8243; title_text_align=&#8221;left&#8221; title_text_color=&#8221;#46a510&#8243; title_font_size=&#8221;36px&#8221; background_color=&#8221;rgba(255,255,255,0)&#8221; parallax=&#8221;on&#8221; parallax_method=&#8221;off&#8221; parallax_effect=&#8221;on&#8221; module_bg_color=&#8221;rgba(255,255,255,0)&#8221; use_border_color=&#8221;off&#8221; border_color=&#8221;#ffffff&#8221; border_style=&#8221;solid&#8221; global_colors_info=&#8221;{}&#8221; title__hover_enabled=&#8221;off|desktop&#8221;][\/et_pb_fullwidth_post_title][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; custom_padding_last_edited=&#8221;on|desktop&#8221; admin_label=&#8221;section&#8221; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;5px|||&#8221; custom_padding_tablet=&#8221;50px|0|50px|0&#8243; custom_padding_phone=&#8221;&#8221; transparent_background=&#8221;off&#8221; padding_mobile=&#8221;off&#8221; make_fullwidth=&#8221;off&#8221; use_custom_width=&#8221;off&#8221; width_unit=&#8221;on&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;3_4,1_4&#8243; _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;3_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.20.2&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; z_index_tablet=&#8221;500&#8243; text_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; text_text_shadow_vertical_length_tablet=&#8221;0px&#8221; text_text_shadow_blur_strength_tablet=&#8221;1px&#8221; link_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; link_text_shadow_vertical_length_tablet=&#8221;0px&#8221; link_text_shadow_blur_strength_tablet=&#8221;1px&#8221; ul_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; ul_text_shadow_vertical_length_tablet=&#8221;0px&#8221; ul_text_shadow_blur_strength_tablet=&#8221;1px&#8221; ol_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; ol_text_shadow_vertical_length_tablet=&#8221;0px&#8221; ol_text_shadow_blur_strength_tablet=&#8221;1px&#8221; quote_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; quote_text_shadow_vertical_length_tablet=&#8221;0px&#8221; quote_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_2_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_2_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_2_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_3_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_3_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_3_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_4_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_4_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_4_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_5_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_5_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_5_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_6_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_6_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_6_text_shadow_blur_strength_tablet=&#8221;1px&#8221; box_shadow_horizontal_tablet=&#8221;0px&#8221; box_shadow_vertical_tablet=&#8221;0px&#8221; box_shadow_blur_tablet=&#8221;40px&#8221; box_shadow_spread_tablet=&#8221;0px&#8221; use_border_color=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>The Value of Partnering with GTM<\/h2>\n<p>Are you finding it challenging to retain your clients due to increased competition in the insurance world? Let us make your job easier. When you partner with GTM, you won&#8217;t have to worry about us competing for your clients like other payroll providers that also offer employee benefits. We\u2019ll help you expand your client base and share data and carrier feeds, allowing both our businesses to grow.<\/p>\n<p>We can also help you retain your clients by providing data integration for benefits administration, ACA reporting, and more. GTM&#8217;s technology is combined with local support and training to provide \u201cbig firm\u201d resources with \u201cdown the street\u201d service. It is the best of both worlds and a smart recommendation for your clients.<\/p>\n<h3>Benefits Broker Portal<\/h3>\n<p>GTM offers you a secure online portal through our HCM solution, <a href=\"https:\/\/gtm.com\/business\/what-we-offer\/human-capital-management\/\">isolved<\/a>, to access your GTM clients&#8217; data. All data is accessible with a single login, even if you have multiple clients with GTM.<\/p>\n<p>Through the portal, you can see in real-time:<\/p>\n<ul>\n<li>Workflows and electronic onboarding<\/li>\n<li>Automated ACA tracking for all employee types<\/li>\n<li>Electronic open enrollment\u00a0and new hire reporting<\/li>\n<li>Unlimited department levels for labor and general ledger<\/li>\n<li>One database for employee records, certifications, expertise<\/li>\n<\/ul>\n<p><a id=\"\" href=\"https:\/\/www.youtube.com\/watch?v=-myBSB4sStw&amp;feature=youtu.be\" target=\"_blank\" rel=\"noopener\">Watch a brief demo<\/a> of the isolved benefits broker portal:<\/p>\n<p><a href=\"https:\/\/www.youtube.com\/watch?v=-myBSB4sStw&amp;feature=youtu.be\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-9266 size-medium\" src=\"https:\/\/gtm.com\/business\/wp-content\/uploads\/2021\/02\/brokerportal-300x182.png\" alt=\"\" width=\"300\" height=\"182\" \/><\/a><\/p>\n<h3>Local Partner<\/h3>\n<p>When you partner with GTM, your clients&#8217; payroll is processed locally by a firm with a 30-year history in the Capital Region, supporting area jobs and economy. Plus, it allows your clients to have more face-to-face contact, including on-site meetings and trainings, as well as virtual trainings.<\/p>\n<h3>Employee Navigator Integration<\/h3>\n<p>Employee Navigator is integrated with isolved, GTM\u2019s payroll and HR platform, simplifying the data management for our mutual clients, as basic employee data and deductions are shared in real time. GTM provides the same product as national firms but with the local support your clients want.<\/p>\n<h3>Mutually Satisfied Clients<\/h3>\n<p>GTM partners with you to provide an exceptional experience for your clients, and we can work with you to help you secure new clients. Our goal is to create clients that are satisfied with both their insurance and payroll services.<\/p>\n<h3>Platform Technology and Security<\/h3>\n<p>GTM delivers more than a payroll solution. Our HCM platform, isolved, can create more efficiencies and grows with your clients with onboarding, talent management, time and expense, benefits enrollment, employee engagement, and more, in a single solution.<\/p>\n<p>isolved is designed to ensure the security of customer data, protect against security threats, and prevent unauthorized access to the data of its customers.<\/p>\n<p><a href=\"https:\/\/gtm.com\/business\/wp-content\/uploads\/2020\/11\/GTM-isolved-Overview-Brochure-GTM.pdf\">Download our isolved HCM brochure<\/a> to learn more.<\/p>\n<h3>Client Support and Training<\/h3>\n<p>We have a commitment to service. Your clients will have a dedicated account manager who will know your client\u2019s business inside and out. No phone trees and no generic service email addresses. Behind that single point of contact is a team of certified payroll professionals, employment tax experts, CPAs, and PHR-certified human resource professionals devoted to your clients&#8217; success. We are partner you can trust to deliver an exceptional experience to your clients.<\/p>\n<p>Our implementation process is designed to make your clients\u2019 transition go smoothly. Your clients will have an implementation manager as a single point of contact and GTM\u2019s implementation team will provide in-person (or virtual), hands-on training tailored to your clients\u2019 needs using personalized instruction and e-learning.<\/p>\n<h3>COBRA Administration<\/h3>\n<p>GTM offers COBRA administration and compliance that removes manual processes for brokers and reduces risks for your clients as employee benefits become more complicated. Our COBRA services include new enrollee notices, qualifying life event notices, premium collection, and eligibility management services.<\/p>\n<h2>Contact GTM<\/h2>\n<p>Fill out the form below or <a href=\"https:\/\/gtm.com\/business\/contact-gtm\/\">contact us directly<\/a>\u00a0for more information about how you and your clients can minimize the time spent on tedious tasks while improving accuracy with isolved.<\/p>\n<p><script src=\"https:\/\/gtm.com\/marketo-recaptcha.js\" data-form=\"2096\"><\/script><\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text admin_label=&#8221;Template sidebar&#8221; _builder_version=&#8221;4.13.0&#8243; text_font=&#8221;||||&#8221; header_font=&#8221;||||&#8221; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; module_alignment=&#8221;left&#8221; use_border_color=&#8221;off&#8221; border_color=&#8221;#ffffff&#8221; border_style=&#8221;solid&#8221; global_module=&#8221;3052&#8243; saved_tabs=&#8221;all&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h5>Need Help?<\/h5>\n<div><a href=\"tel:\/\/1-518-373-4111\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" style=\"vertical-align: middle;\" src=\"https:\/\/gtm.com\/business\/wp-content\/uploads\/phone-icon-2.png\" alt=\"phone-icon-2\" width=\"40\" height=\"40\" \/><\/a><span style=\"font-size: 0.9em;\">\u2003Call 518-373-4111<\/span><\/div>\n<div><a href=\"mailto:questions@gtm.com\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" style=\"vertical-align: middle;\" src=\"https:\/\/gtm.com\/business\/wp-content\/uploads\/inquiry-icon-2.png\" alt=\"inquiry-icon-2\" width=\"40\" height=\"40\" \/><\/a><span style=\"font-size: 0.9em;\"><a href=\"mailto:questions@gtm.com\" target=\"_blank\" rel=\"noopener noreferrer\">\u2003Email Us<\/a><\/span><\/div>\n<p>&nbsp;<\/p>\n<h5>Refer a business and earn rewards<\/h5>\n<p><a href=\"\/business\/referral-rewards\/\">Learn more<\/a><\/p>\n<h5>\u00a0<\/h5>\n<h5>Free Download: The Complete Guide to Small Business Payroll<\/h5>\n<p><a href=\"https:\/\/gtm.com\/business\/complete-guide-to-small-business-payroll\/\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-4820\" src=\"https:\/\/gtm.com\/business\/wp-content\/uploads\/2021\/10\/Pages-from-The-Complete-Guide-to-Small-Business-Payroll-FINAL-scaled.jpg\" alt=\"Complete Guide to Small Business Payroll\" width=\"209\" height=\"162\" \/><\/a><\/p>\n<h5>\u00a0<\/h5>\n<h5>Stay up to date with our newsletter<\/h5>\n<p><a href=\"https:\/\/gtm.com\/subscriptions\/\" target=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2939 size-full\" src=\"https:\/\/gtm.com\/business\/wp-content\/uploads\/newsletter-sub.png\" alt=\"newsletter-sub\" width=\"129\" height=\"129\" \/><\/a><\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Value of Partnering with GTM Are you finding it challenging to retain your clients due to increased competition in the insurance world? Let us make your job easier. When you partner with GTM, you won&#8217;t have to worry about us competing for your clients like other payroll providers that also offer employee benefits. We\u2019ll [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"parent":2869,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"Payroll can often be the most time-consuming of all the services that you provide to your clients. With GTM's CPA Partner Program, you will eliminate the burdensome tasks associated with your clients\u2019 payroll management. Plus, you have the added flexibility of setting up payroll accounts directly with GTM or through your firm with private labeling. An authorized e-filer backed by <a title=\"SSAE-16 Compliant\" href=\"http:\/\/172.81.119.2\/~gtmcom5\/business\/why-gtm\/ssae-16-compliant\/\" target=\"_blank\">SSAE-16 compliance<\/a>, you can feel confident partnering with the certified payroll professionals at GTM.\r\n\r\n[accordion title=\"Enhance Your Firm\u2019s Services\" style=\"default-style\"]\r\n<ul>\r\n\t<li>Partnering with GTM allows you to stay focused on your firm\u2019s continued growth.<\/li>\r\n\t<li>We\u2019ll work closely with you to develop custom-branded resources and tools that keep your firm and services in front of your clients.<\/li>\r\n\t<li>24\/7 online access to payroll information.<\/li>\r\n\t<li>Over 40 standard payroll-related reports to run on-demand and download client data into Microsoft Excel.<\/li>\r\n\t<li>Payroll data can be electronically imported into software like QuickBooks or Peachtree.<\/li>\r\n<\/ul>\r\n[\/accordion]\r\n[accordion title=\"Exceed Your Clients' Expectations\" style=\"default-style\"]\r\n<ul>\r\n\t<li>Access a wide range of payroll, HR and insurance related tools which aid compliance, assist with avoiding costly labor issues, and reduce administrative costs.<\/li>\r\n\t<li>No fees, obligations, or minimums associated with our CPA Referral Program.<\/li>\r\n\t<li>Enjoy a premium level of service at a lower per employee cost to our CPA partners\u2019 clients.<\/li>\r\n\t<li>We can often save clients on their annual payroll processing costs in addition to providing efficient and flexible services that your clients may require.<\/li>\r\n<\/ul>\r\n[\/accordion]\r\n\r\n[accordion title=\"Comprehensive Benefits and Services\" style=\"default-style\"]\r\n<ul>\r\n\t<li>Workers\u2019 Compensation<\/li>\r\n\t<li>Disability Insurance<\/li>\r\n\t<li>Pay-As-You-Go Payment Plans<\/li>\r\n\t<li>Group Medical<\/li>\r\n\t<li>Group Life<\/li>\r\n\t<li>Dental & Vision Plans<\/li>\r\n\t<li>Voluntary Supplemental Benefits<\/li>\r\n\t<li>Flexible Spending Account<\/li>\r\n<\/ul>\r\n[\/accordion]\r\n\r\n[accordion title=\"State and Local Resource Links\" style=\"default-style\"]\r\n\r\nFind various state\u00a0and local resources relating\u00a0to\u00a0state tax compliance, state sales tax, general state resources, and information related to state tax advocacy <a href=\"http:\/\/www.aicpa.org\/InterestAreas\/Tax\/Resources\/StateandLocal\/ToolsandAids\/Pages\/StateLinks.aspx\" target=\"_blank\">here<\/a>.\r\n\r\nFind CPA professional resources <a href=\"http:\/\/www.nysscpa.org\/page\/professional-resources\" target=\"_blank\">here<\/a>.\r\n\r\n[\/accordion]\r\n\r\n\r\n\r\nPlease <a title=\"Contact GTM\" href=\"http:\/\/172.81.119.2\/~gtmcom5\/business\/aboutgtm\/contact-gtm\/\" target=\"_blank\">contact us<\/a> to find out more about how a partnership with GTM will help you and your clients.\r\n\r\n\u00a0\r\n<h4><\/h4>\r\n<h4><i>Already a partner? \u00a0 <\/i><a class=\"green-button-small\" href=\"https:\/\/apps.evolutionpayroll.com\/webpayroll\/GTMPayroll\/login?cid=4687\">Login Here<\/a><\/h4>","_et_gb_content_width":"","footnotes":""},"folder":[],"class_list":["post-9264","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/gtm.com\/business\/wp-json\/wp\/v2\/pages\/9264","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/gtm.com\/business\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/gtm.com\/business\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/gtm.com\/business\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/gtm.com\/business\/wp-json\/wp\/v2\/comments?post=9264"}],"version-history":[{"count":5,"href":"https:\/\/gtm.com\/business\/wp-json\/wp\/v2\/pages\/9264\/revisions"}],"predecessor-version":[{"id":13764,"href":"https:\/\/gtm.com\/business\/wp-json\/wp\/v2\/pages\/9264\/revisions\/13764"}],"up":[{"embeddable":true,"href":"https:\/\/gtm.com\/business\/wp-json\/wp\/v2\/pages\/2869"}],"wp:attachment":[{"href":"https:\/\/gtm.com\/business\/wp-json\/wp\/v2\/media?parent=9264"}],"wp:term":[{"taxonomy":"folder","embeddable":true,"href":"https:\/\/gtm.com\/business\/wp-json\/wp\/v2\/folder?post=9264"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}