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.) Send the customer note “Reply to Customer”
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?
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
Their accord/COI lists the basic information listed above. However, many organizations use various insurance brokers and can/do send in multiple documents.
If the “Description Section” section has any additional information that may conflict with current policies or expectations then please reach out.
If you have any questions regarding - please reach out to Greg Garfinkel or David Ellis in an internal comment on the ticket.
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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)