Simon's Says - Issue #2 - January 2015
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Simon's is Moving in Two Weeks!

As final touches are completed inside our new facility we are preparing to move in over the weekend of February 14th and 15th with the intent to be up and running in our new location on February 16th!  As with any move we can reasonably expect the unexpected and while everything is lined up to be executed smoothly, we do ask for your patience during our first week in the new locale!
Please note our new address:
Simon’s Agency, Inc.
4963 Wintersweet Drive
Liverpool, NY 13088
(Across from Wegmas on Taft Rd.)
Please note our new fax number:  1-888-336-8030
Our phone number will remain the same: 315-454-8700
As will our toll free line:  1-866-454-8701

Get Your New Placements in Now!

It’s that time of the year again. With the IRS accepting tax returns as early as January 20th, the first return checks will be mailed by February 6th with directly deposited returns appearing as early February 4th!  

According to a poll conducted by, 46% of respondents expected to receive a return and of those recipients the majority would use it to pay down their debt.  With that in mind, now is the optimal time to get your new placements into Simon’s Agency. 

The sooner you do, the larger your remittance check will be!  How will that look on your bottom line as you close out Q1 in 2015?  Please continue to read below to see how easy it is to securely upload your placements to Simon's.

Did You Know Simon's Offers Easy Electronic Placements?

There are several ways to send us your placements!  First visit and look for this box on our the home page:

If you have a spreadsheet ready, you can simply click UPLOAD to be taken to our Client Access Web (CAW) portal.  You may also use this direct link.  Log into your account and use the "uploads" tab to securely send us your spreadsheet placements.  You can also use the "placements" tab to send us individual accounts instead of a bulk upload.  If you are not yet setup in this system and would like to be, click here to email us.

If you would like to download our spreadsheet, you can do so by clicking ATTACH. You can then upload this using the CAW portal or email it to us directly.

Lastly if you would like to print out our single placement for to upload using CAW or fax to us, please click PRINT to download and print this form.
Copyright © 2014 Simon's Agency, Inc., All rights reserved.

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