Fill this in before we talk and the call stops being an interview. We arrive already knowing what you have, what you are paying, and what is actually broken.
For businesses with 50+ employees. No cost, and nothing to install.
Prefer paper, or want to pass this round the office? There is a fillable PDF of the phone questionnaire — it types in your browser or in Acrobat, prints cleanly, and the Book button works inside the file.
Download the fillable PDFEvery provider will ask you these questions eventually — one at a time, across several calls, in a different order each time. Answer them once here and we will do the repeating on your behalf. Anything you do not know, leave blank and say so; “not sure” is a genuinely useful answer and it is usually where we find something.
Fill in the contact card at the top of the page and press Save my progress. From that point everything saves as you go, so you can close this and come back whenever you like.