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If you get an EverBright contract creation error, like the one below, these are the steps to take to resolve it:

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These error boxes almost always tell what needs to be corrected in order to clear the blockage. In this case, errors 1, 3, 4, 5, & 6 cleared as soon as the title qualification was run.

After the title qualification was approved, this was the remaining error message:The following are common reasons and resolution that an EB contract might be blocked. The error message typically provides enough detail to diagnose the issue.

  • “Phase assigned to user employees” - the employee ID needs to be filled out for the user

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Employee ID info can be added in Org Settings > Users > Search for user > add info to User Details

  • Org insurance information is missing

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Organization Insurance information is entered on the home page for the Configuration Setting for an organization:

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