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Start Your AnswerFirst Account Setup Today

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Please complete all fields. Click in the text boxes to begin typing.

Once we have received this information we will begin building your new AnswerFirst account.

Basic messaging is usually ready in one business day. Full customization typically takes 2-3 business days once we have everything we need from you.

Questions? Please don’t hesitate to contact me: (813) 686-6945

Danielle Howley

Business Development Specialist

Who Is Completing This New Account Request Form?

What is your country?*

Are you an employee or owner of the business that's signing up for a new account?*
No. I am a third party working with the business and I have been given the authority by its principals to enter into this agreement.
Yes. I am either an owner or employee of the business and I have the authority to enter into this agreement.

Please select an option.

Your First Name*

Your Last Name*

Best # To Reach You*

(xxx-xxx-xxxx format only)

Your Email*

Please enter a valid email address.

Your Business Name*

Your Business Phone*

(xxx-xxx-xxxx format only)

Your Business Fax

(xxx-xxx-xxxx format only)

Your FEIN or SS #*

(xx-xxxxxxx or xxx-xx-xxxx only)

Your Business Address (must be a physical address - No P.O. Boxes):*

Street Address

Address Line 2

City

State / Province / Region

ZIP / Postal Code

Do You Currently Have Another Account With AnswerFirst?

Do you currently have another account with AnswerFirst?*

Yes

Please select an existing account option.

Please provide your current account number(s) and account name(s). (They may be found on your invoice and on any reports you receive):

(Please provide the account number first, then the Company name, ex. 40523 Ace Plumbing)

Who Should Be Copied on Account Setup Communications?

Please provide email addresses for additional contacts within your organization who should receive the new account setup emails. These will contain your White Glove Representative’s information, Account Number, Assigned Forwarding Number, Customization Call scheduling information and other important communications regarding the account setup. If adding multiple email addresses, you must place a "comma followed by a space" between each one.

Please enter a valid email address.

Tell Us About The New Account We Are Setting Up

Business Name*

Country*

Business Phone*

(xxx-xxx-xxxx format only)

Business Fax

(xxx-xxx-xxxx format only)

Your FEIN or SS #*

(xx-xxxxxxx or xxx-xx-xxxx only)

Business Address (must be a physical address - No P.O. Boxes):*

Street Address

Address Line 2

City

State / Province / Region

ZIP / Postal Code

New Account Setup Information
(The rest of the information you'll be entering is for the account for which we'll be answering phone calls)

What company name should we say when we answer the phone?*

If asked, it's our company standard to give out your Business name, Business address, Main company phone number, Business email and Business fax number.

Is this acceptable?*

Yes

What information should we give to callers who request it?*

Do people have trouble pronouncing your company name correctly?*

Yes

Please record the name of your company. Recordings are limited to 10 seconds.

You must record the name of your company.

Please use phonetics to share the proper pronunciation.*

Please select the timezone in which your business operates. (This will be used for operation hours & all call and message timestamps)*

What are your business hours? (this is referring to typical office hours in which you will respond to non-urgent messages)*

Is your office staffed on weekends?*

Saturday & Sunday office hours:*

How will you be sending your calls to us?*

I will be forwarding my existing business phone number to the phone number AnswerFirst provides OR I will advertise the phone number AnswerFirst provides.
I would like to discuss the forwarding options.

Each account includes a US based phone number which you can forward to and/or directly advertise. Please provide us with the area code & 3 digit prefix that you would like included in your number.*
(ex. 813-882-XXXX)

If you will be forwarding calls to us, who is your phone provider?
(ex. AT&T, Spring, MCI, Spectrum, Centurylink, Google Voice, RingCentral, Grasshopper, Verizon, Spring TMobile, etc.)

Description of products offered or services provided:*

Additional Comments?

New Account Contacts

In the event that we have an account related issue, we requrie both a primary and secondary contact.

Primary Contact Name*

Primary Contact Email*

Primary Contact Phone*

(xxx-xx-xxxx format only)

Can this phone receive text messages?*

You must select if this phone can receive text messages.

The Secondary Contact is a backup in case we cannot reach the Primary Contact after multiple attempts and we are experiencing an account related issue the requires immediate attention or direction. This does not have to be an employee of the company.

Secondary Contact Name*

Secondary Contact Email*

Secondary Contact Phone*

(xxx-xx-xxxx format only)

Can this phone receive text messages?*

You must select if this phone can receive text messages.

Additional Contacts (if any) can be provided during your Account Customization Call.

Customizing Your Account

Shortly after you submit this form, your designated White Glove Representative will reach out via email, providing a link to schedule a Customization Call. During this call, you'll discuss the specifics of your script and call handling requirements for your new account.

In the interim, you will receive notification once your account is activated with a BASIC SCRIPT. This allows for answering calls on your behalf, gathering vital details including the caller's name, phone number, email address, and any messages they have for you. The BASIC SCRIPT acts as a provisional measure while awaiting full customization, offering immediate call coverage if needed or a means to test call forwarding.

To activate this Basic Script feature, we'll require both your email address and a phone number that can receive text messages.

Email Address*

Text Enabled Phone Number*

(xxx-xx-xxxx format only)

New Account Security Information

Optional: Would you like to password protect your account?*

To secure against any unauthorized requests, a password can be added to your account. This means all change requests, all requests for account information, and all requests for message retrieval, etc. require the password to be verified before any action will be taken by AnswerFirst employees. Password protection is optional and does not impact the interactions between AnswerFirst and your callers. To learn more about the use of an account password, click here.

Yes

Please select an account security option.

If your account involves HIPAA or any level of security or anonymity we strongly suggest you select "yes" above. If you still have questions, please contact your Business Development Coordinator. A password may be added at any time.

Password*

Password Hint*

The Password field has a 15 character limit and accepts letters & numbers only, no spaces, no special characters!

Client Web Access Portal

AnswerFirst's Client Web Access (CWA) portal provides customers with secure, comprehensive control over their accounts. For more information on this feature, please click here. Additional information will be sent to you once your account setup is completed.

Password*

The Password field has a 15 character limit and accepts letters & numbers only, no spaces, no special characters!

How Would You Like To Receive Your Invoices?

How would you like to receive your invoices?*

Use The Same Invoicing Method & Information That Is Used For My Current Account Listed Above

E-mail (Free)
Regular Mail (Only For Domestic U.S. Addresses. $4 Per Invoice Paper Fee Applies.)

Please select an option.

Please E-Mail My Invoice To*

Please enter a valid email address.

Please add [email protected] and [email protected] to your personal and/or corporate email "white lists" to insure email is not marked as spam.

Mailing Address*

Use My Business Address

Use New Account's Business Address

Street Address

Address Line 2

City

State / Province / Region

ZIP / Postal Code

Country

How Would You Like To Make Payments?

How would you like to pay for service?*

Use The Same Payment Method & Information That Is Used For My Current Account Listed Above

Credit Card
eCheck (Requires the ability to log into your bank account)
Apply for Credit Terms

Have salesman contact me concerning payment option

Please select an option.

Exact Name on Credit Card*

Card Number*

Please enter a valid credit card number

Expiration Date*

(mm/yyyy format only)

Security Code*

Please enter the 3 or 4 digit Security Code for your card.

If you need to restart the authorization process, select "eCheck" as a payment option again.
All eChecks require online access to your bank account for account validation.

Account Type*

Individual

Please select the type of checking account.

Company

Exact Name on Bank Account*

Account Number*

Routing Number*

Your Business Development Coordinator will contact you to discuss setting up credit terms.

Does the business completing this signup form for service with AnswerFirst and assuming all payment responsibilities have a FEIN?*

Yes

Have you been authorized by the business to enter into this contractual agreement for purchasing and paying for AnswerFirst services?*

Yes

FEIN Number*

(xx-xxxxxxx format only)

To proceed a person duly authorized to enter into a contract will have to agree to our terms and sign below.

You will have to personally agree to our terms and will be personally responsible for all payments. By entering your Social Security Number you agree to allow us to run a personal credit history check on you to determine your creditworthiness. Should you wish to pay by Credit Card or Bank ACH you may skip this step by....

Social Security Number*

(xxx-xx-xxxx format only)

Mailing Address*

Use My Business Address

Use New Account's Business Address

Street Address

Address Line 2

City

State / Province / Region

ZIP / Postal Code

Country

Info for prepay

New Account Agreements

Under HIPAA is the business contracting for services with AnswerFirst considered to be a "Covered Entity"? * This includes:

-Health Care Providers. Health Care Providers who submit HIPAA transactions, such as claims or patient information, electronically are included. These providers include, but are not limited to: Doctors, Clinics, Psychologists, Dentists, Chiropractors, Nursing homes and Pharmacies.

-Health Plans. For HIPAA purposes, Health Plans include: Health insurance companies, HMOs, or Health Maintenance Organizations, Employer-sponsored health plans, Government Programs that pay for Health Care, like Medicare, Medicaid, and Military and Veterans’ Health Programs.

-Clearinghouses. Clearinghouses include organizations that process nonstandard health information to conform to standards for data content or format, or vice versa, on behalf of other organizations.

If still unsure, please click this link.

You must select an option.

Yes

Still Don't Know

By completing this account signup form, entering my name and selecting "Agree" below, I attest that I have read, understand and agree to immediately enter into and be bound by the Terms Of Service, including the information regarding the use of "call recordings" and AnswerFirst's "caller harassment" policy. I further attest that I have reviewed and understand all of AnswerFirst's Pricing, rates, charges and fees and that I am legally authorized to enter into this agreement and am authorizing AnswerFirst to begin billable services and my account setup, all of which I am financially responsible for.

By completing this account signup form, entering my name and selecting "Agree" below, I attest that I have read, understand and agree to immediately enter into and be bound by BOTH the Business Associate Contract and the Terms Of Service, including the information regarding the use of "call recordings" and AnswerFirst's "caller harassment" policy. I further attest that I have reviewed and understand all of AnswerFirst's Pricing, rates, charges and fees and that I am legally authorized to enter into BOTH of these agreements and am authorizing AnswerFirst to begin billable services and my account setup, all of which I am financially responsible for.

Agree

Please select an option.

Decline

Enter Your First & Last Name To Show Agreement:*

Under Florida Statute §831.01 it is a felony to forge another's name via written or electronic signature.

You must select agree to submit this form.

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