Transfer your workers' comp policy

We partner with AP Intego to deliver a fully integrated workers' compensation solution. If you're already an AP Intego customer and you’d like to integrate your existing policy with your Gusto account, reach out to AP Intego directly at (866) 610-0063 or email at gustosupport@apintego.com.

If you're not an AP Intego customer, follow the instructions below to transfer your policy to Gusto.

Step 1. Confirm that your policy is eligible for transfer

  1. Click the Stay Compliant tab.
  2. Under Workers' Compensation Insurance, click Start.
  3. Select “Yes - we’re covered” and enter in the requested info about your current policy.
  4. Click Continue.
  5. Click Transfer to Gusto.

You'll see a summary page that contains next steps depending on whether or not your policy is eligible for transfer at this time. If your policy is not eligible for transfer, we’ll automatically set a renewal reminder for you in Gusto.

Step 2. AP Intego will help you transfer your policy

  1. AP Intego will reach out to you and gather the final details needed to transfer your policy.
  2. They will provide you with any paperwork that needs to be electronically signed.

Once your policy has been transferred to AP Intego, your policy details will be loaded into Gusto. You'll receive an email when this happens so that you can approve this policy.

Step 3. Approve your policy

  1. Click the Stay Compliant tab.
  2. Under Workers' Compensation Insurance, click Connect Policy.
  3. Review the policy and click Connect Policy.
  4. Select the job category for each employee.
  5. Click Save & Continue.

Note: Transferring your policy to Gusto involves changing the broker on your existing policy. Your current policy will be cancelled and rewritten with AP Intego as your new broker. If you'd rather not transfer your policy right now, you can set up a reminder in Gusto, and we’ll send you an email notification prior to your policy expiration date.

 

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