Forms & sign-offs
Everything you'll be asked to complete, in order.
You'll complete three questionnaires, then approve scope, data accuracy (when your data is moved), and go-live — which includes confirming testing is complete. Discovery follows Project Set-up, after your contract is signed.
New to these terms? Hover or tap: Questionnaire · Sign-off · Data migration · Testing (UAT)
- 1Download questionnaireAction for you · Questionnaire
Evaluate questionnaire
When: Sent by your Account Executive before contract.
Your agency's structure, goals, systems and scope, so your proposal is priced right. Completing it unlocks your proposal and contract.
Who fills this in: Your agency sponsor
Stuck? Contact your Account Executive — they can walk through any question with you.
- 2Download questionnaireAction for you · Questionnaire
Project set-up questionnaire
When: Sent by your Delivery Lead right after your contract is signed.
Your project team, agency record, staff and producer lists, and sign-on. Completing it unlocks the Discovery workbook.
Who fills this in: Your project manager
Stuck? Contact your Delivery Lead — they can walk through any question with you.
- 3Download questionnaireAction for you · Questionnaire
Discovery workbook
When: Sent by your Delivery Lead during discovery, after Project set-up.
How your agency works today: workflows, data, carriers, finance and reporting. Completing it lets us write your scope.
Who fills this in: Your agency team
Stuck? Contact your Delivery Lead — they can walk through any question with you.
- 4Download sign-offAction for you · Sign-off
Scope sign-off
When: At the end of discovery, before building starts.
You approve the complete implementation baseline, including the questionnaire and discovery sources, Order Form choices, open items, and any custom-work feasibility decision. Building starts after this, and later changes follow change control.
Who fills this in: Your scope signatory
Stuck? Contact your Delivery Lead — they can walk through any question with you.
- 5Open formAction for you · Sign-off
Data accuracy sign-off
When: Sent by your Data Migration Lead after the final trial conversion — only when your data is being moved.
After the final trial conversion, you confirm record counts and samples meet the agreed tolerance, trust and bank balances reconcile exactly, and every exception has an owner. This authorizes the final conversion plan.
Who fills this in: Your data owner and controller
Stuck? Contact your Data Migration Lead — they can walk through any question with you.
- 6Current file coming soonAction for you · Sign-off
Go-live sign-off
When: Sent by your Delivery Lead at the go / no-go meeting, before the switch-over.
Before final conversion, you confirm testing is complete (everything in scope accepted, no Severity 1 or 2 issues open), training is done, the earlier approvals, switch-over owners and dates, and your decision: Go, Go with named conditions, or Not ready.
Who fills this in: Your agency decision-maker, project manager and controller, with our Delivery Lead
Stuck? Contact your Delivery Lead — they can walk through any question with you.
Begin each item only when your named contact sends it. They can help with anything unclear.
Project summary