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Access the homeowner’s job in Engine. Retrieve the homeowner’s e-mail address from the Contact phase.
Enter the homeowner’s e-mail address in the Reporter field in the Jira ticket.
Copy and past the following script into a “Reply to Customer” ticket entry:
Hi (Customer Name). We are reaching out because a letter sent to you from EverBright was marked as undeliverable by the postal service. Please reply with your current mailing address so we can update our records. You can also reach our Homeowner Support team at 877-425-5201.
Thanks,
(Agent Name)
No contact after 48 hours via e-mail
If a response is not received within 48 hours, call the homeowner at the number listed in the Contact phase in Engine.
We should attempt contact at least 7 6 times (phone and e-mail combined) prior to closing the ticket. Only one attempt per day.
UPDATING A HOMEOWNER’S MAILING ADDRESS
Update
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Contact Information Request [MyEverBright and Account Servicing Portal]
HOMEOWNER SAYS MAILING ADDRESS IS CORRECT
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