Installers quoting EverBright products must have valid insurance policies on file with EverBright specifically named as additionally insured. If the policy has expired, they will be blocked from executing deals.
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4.) Create a new linked ticket for each organization listed with a policy type listed.
Subject: EverBright: Please update your insurance or risk blocked contracts
Description/Body: Your insurance is about to expire
Assignee - enter your name
Reporter - Enter email address of the org admin (note: if only a “N/A” policy is noted, there’s no need to add a customer contact)
Request Type - Account Management
Label - Add EB (since it’s an EverBright financing related ticket)
Organization - The org name
Request Participants - Add the account manager’s email address and onboarding@goeverbright.com
NOTE: If the policy type is called “N/A” (rather than Auto or General Liability, etc.) you don’t need to communicate to the customer or create a ticket - instead, simply create a linked CS ticket updating the N/A date on their policy so they don’t have blocked contracts. These “N/A” policies are cases where we’ve waived the requirement for them.
4.) Send the customer note “Reply to Customer” (except if it’s an N/A policy type)
Hi _______, Your (enter insurance type) insurance policy is set to expire on (enter expiration date). Please send us proof of your renewed policy ASAP so that we can update your EverBright account. Otherwise, you may experience blocked EverBright contracts once your policy has expired. We know that’s an inconvenience so let’s get this paperwork updated to avoid interruption of service.
Please reply to this ticket with your updated certificate of insurance (COI), Accord form attached - remember, EverBright must be listed as additionally insured and your policy limits must meet our limits.
Please let me know if you have any questions -
5.) Once sent - the status should be in waiting for customer
If you haven’t received a response - after the third day, send the customer a reminder note
Hi ________, a quick reminder that your insurance policies are expiring soon and we’ll need a copy of your updated COI to avoid disruption of EverBright service. Please let me know if you have any questions.
6.) When the customer responds and attaches their COI, check the following:
Does the named insured match the organization name?organization’s legal entity name?
Note: They may operate under a different name - make sure their legal name is on the policy - i.e. Western Valley Development dba Radius Energy; if in doubt, check Salesforce
Is EverBright listed as an additional insured?
Is the policy limits within our requirements?
General Liability - $1,000,000 per occurrence; $2,000,000 aggregate
Auto - $1,000,000
Workers' Compensation - $1,000,000
Did they include all the policy types noted on the original ticket - i.e. Auto AND General Liability if both are about to expire
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8.) When configuration is complete, close the ticket with the following note to the customer
Hi _______, Your insurance information has been updated in our system. As always, let us know if you need any assistance. Best - (your name)