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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5.) Create an Outbound email for each organization. Take note if the customer is approved for RIC only or TPO & RIC. You must send different e-mails to RIC and TPO & RIC customers.
The email should go to the Org Admin for the organization
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 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 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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