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Two Phases of Premium Invoices

DEPOSIT PREMIUM OR FORECASTED PREMIUM


On a new or a renewal Workers' Compensation policy, the normal procedure is to estimate payroll in each applicable classification and pay a deposit premium. At the end of the policy period, the actual payroll is determined and an adjusted premium is determined. This is known as a premium audit.


  • An additional premium is billed if payroll is underestimated by classification(s).

  • A refund is given if payroll was overestimated by classification(s).


Not reviewing and updating data for a year could give you a pocketbook attack!




Many insurance companies have multiple premium payment options

on the deposit premium:


monthly

quarterly

semi-annual

annual


The best pay plan for businesses that have fluctuating payrolls (or significant payrolls) is a Monthly Reporting Form. This pay plan allows the insured to remit premiums based on actual wages incurred. This format could be thought of as a pay-as-you-go plan. It is the best cash flow pay plan available. It is awful for a business to be saddled with a fixed premium on a monthly basis when there has been no work performed. What bookkeepers and business owners like best about a properly understood Monthly Reporting Form is... NO SURPRISES!



 

Audited Premium or Final Premium will be explored in an upcoming blog.


 









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