SIMERPU CASE ASSISTANCE

Know your next move.

Working on a case—or stuck on one? Bring us the question.

You have the roadmap. Now put it to work.

Tell us where the case stands, what the employer wants to accomplish, and what you need help understanding. SIMERPU helps you organize the questions, identify who needs to be involved, and plan a useful next step.

GET HELP WITH A CASE

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A short, nonconfidential summary is enough to start. You do not need every answer before asking for help.

Tell us where you need help.

Keep it simple. Use roles instead of people’s names and a case nickname instead of the employer’s name.

The main fields are required. Additional context is optional.

If you have them, use your W1 Case Brief or W7 Stalled Case Diagnosis to prepare a summary. Do not paste the entire completed workbook.

Your name

0 / 120 characters

Your email

A work email is preferred. Valid personal email addresses are welcome.

0 / 254 characters

Your role

What kind of assistance do you need?

Where is the case right now?

What help would be most useful?

What is the employer trying to improve?

Use the employer’s stated priority—such as operating costs, employee finances, or access to medical care. ‘Not yet confirmed’ is an acceptable answer.

0 / 400 characters

What is the specific question or obstacle, and what have you already tried?

A few sentences are enough. Explain the last agreed step and what remains unresolved. Do not include confidential details.

0 / 1200 characters

▸Add context(optional)

Case nickname

Use a nickname, not the employer’s name.

0 / 80 characters

Your firm

0 / 160 characters

Relevant roadmap lesson or worksheet

0 / 160 characters

Next meeting date

Keep sensitive information out of this form.

Do not include employee medical information, Social Security numbers, payroll records, banking details, confidential client documents, or information you are not authorized to share.

I am authorized to share this nonconfidential summary and request contact from SIMERPU about this assistance request.

You keep control of the relationship. Submitting a request does not authorize SIMERPU to contact your employer prospect, arrange a provider introduction, or use your case in public content. Those actions require separate appropriate permission.

Case assistance supports education and next-step planning. It does not approve a program, determine tax treatment, replace professional advice, or take over the operator’s administration responsibilities.

This request does not subscribe you to marketing. It is not a quote request, a lead purchase, or an invitation to switch providers.

Case Assistance requests are not open yet.

What happens next.

We review the question.

We consider the case stage, the employer’s stated priority, and the obstacle you describe.

We identify useful next steps.

The response may include questions to ask, a relevant resource, clarification needed, or the appropriate person to involve.

You stay in control.

You decide how to use the guidance and coordinate any next conversation. Some requests require additional information or assistance outside SIMERPU’s scope.

Any further service scope or fees must be disclosed and agreed before that work begins.

Know your next move.

Prepare my next step

Help with a stalled case

Tell us where you need help.

Keep sensitive information out of this form.

What happens next.

We review the question.

We identify useful next steps.

You stay in control.

Case Assistance FAQ.

Do I have to work with a particular provider?

Do I need to complete the entire workbook first?

Can I send the employer’s documents?

Will SIMERPU contact my prospect?

Does assistance mean my program is approved?