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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The following table includes quick links for scenario script:
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If not 100% sure of who to send the ticket to or an Org Admin is not listed for the organization, please contact the Everbright Account Manager.
STEPS FOR PROCESSING INSURANCE TICKETS
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The email interaction should be related as follows:
Name: Organization
Relates To: Case
Subject: EverBright: Please update your (enter insurance type) insurance by (enter date in U.S. format Month/Day/Year)
Description/Body: Your insurance is about to expire
The CSV file uses abbreviations that you’ll need to spell out in your communications for clarity. For example:
AUTO = Automobile Liability insurance
GENERAL = Commercial General Liability insurance
WORK = Worker's Compensation insurance
NA = Non-owned Auto Policy
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If a customer states that they do not have automobiles and therefore no auto policy, they will be required to submit a COI for their non-owned auto policy (NA) showing proof of $1,000,000 minimum single limit coverage (see below for example) |
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RIC-Only message:
Hi _______, Your (enter insurance type) insurance policy is set to expire on (enter expiration date). Please reply to this email and attach your updated certificate of insurance (COI) ASAP so that we can update your EverBright account. If your insurance expires, you will no longer be able to sign EverBright contracts until we receive updated information.
Please let me know if you have any questions –Use the ‘RIC Expiring Ins’ quick reply in CXone
TPO and RIC message:
Hi _______, Your (enter insurance type) insurance policy is set to expire on (enter expiration date). Please reply to this email and attach your updated certificate of insurance (COI) ASAP so that we can update your EverBright account. EverBright must be listed as the Certificate Holder on the COI. If your insurance expires, you will no longer be able to sign EverBright contracts until we receive updated information.
Remember, EverBright must be listed as additionally insured on your insurance with the exception of workers' compensation and your policy limits must meet our guidelines.
Please let me know if you have any questions -
Use the ‘RIC/TPO Expire Ins’ quick reply in CXone
How to process Certificate of Insurance (COI) Updates:
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If the “Description Section” section has any additional information that may conflict with current policies or expectations, then please reach out.
If any of the above information is missing, tag Greg Garfinkel Malcolm Cardone Spence in the case feed for next steps.
If the phone number is missing, google the main number for the insurance company rather than asking the customer for it.
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8.) When configuration is complete, send an email 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)