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  • A customer complaint or issue has been escalated for internal review based on background information gathered during the investigation process per Escalating Complaints.

  • The escalation specialist updates the status of the customer ticket to ‘Waiting for Compliance’, which automatically generates a duplicate, linked ticket within the POLICY project.

  • Communications in the POLICY ticket are internal only. When customer interaction is necessary, it will be done via the original EBH, PTO, or SS ticket

  • Request Participants: ComplianceInquiries@goeverbright.com

  • Reply to the Compliance/Risk team and provide a history of the complaint and summary of actions to date.

  • Change the status to ‘Waiting for Compliance’

  • Tickets should be checked daily and any necessary action taken

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