Complete the form and submit for an ADP Sales Associate to call the prospect/client back, within 24 hours - unless the caller is a prospect with less than 50 employees – then follow the warm transfer instructions at the bottom of this form

Current date:
Current time:

Please enter your Agent ID to begin:

Check - Are you currently an ADP Client?*
Yes
No


Fields marked with an * are required

Check - Were you recommended to ADP by your Bank or Credit Union?*
Yes
No

Please provide us some information about the referring Bank:

Banker Name:
Bank Name: *
Bank Location: *
Bank Transit Number:

How many people does your company employ?*

Do you have your company code? (this field is not mandatory)


May I have your First Name please?

*

And your Last Name is?

*

May I have your job function or title?

*

And your email address is?

I'd like to have one of our local ADP Associates return your call, may I have your Company name,

*

street address,

*

and postal code/zip code?

*

city,

*

Thank you for your patience, I have a few more questions to help me direct your call to the appropriate ADP Associate. Is there a number we can reach you at, starting with the area code?

*

NOTE: if caller refuses to provide number, explain:
Your number allows ADP to respond quickly to your inquiry, to better serve you.
(If caller persists on not providing #, please enter 000s in telephone field and ensure the email address is provided above.)

What product or service are you calling about?

*

Is there anything else you'd like us to know before an ADP Associate contacts you?

Thank you for your time.


**Additional Instructions for Small Business Prospects starting March 15, 2017:
If the caller is not an ADP Client and they have less than 50 employee’s please complete the following steps during regular Business hours (8:30am to 5:00pm EST). Otherwise please revert to the standard process for existing clients and companies with more than 50 employees.

- I will have an ADP Associate contact you shortly or
- I will now transfer your call to one of our Sales representatives – please hold the line

Step 1: Transfer the caller to (289) 855 2795, select a Sales queue (press 1 for less than 25 employees or press 2 for 25 or more employees), and stay on the line until a Sales person accepts the warm transfer
Step 2: Capture the name of the Sales person you’re transferring the call to in the comments field above, submit the form, and drop off the call
Step 3:If a Sales person doesn’t answer the transferred call, Thank the caller and inform them that their call will be returned shortly (within 1 business day) and submit the completed form indicating the call transfer went to voicemail.