Background: 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.
Ten days before their policies are set to expire, the installer receives an automated email from EverBright reminding them to update their policy info. In addition, our Support team will get a weekly email showing a list of installers whose policies are flagged as expiring within the next 7 days.
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Ticket includes a CSV file with orgs that include: Org name, org admin email, which insurance is expiring, date of expiration. If this file is hard to read, you can copy it into an excel file so you can manipulate the rows.
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5 | 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. | | Info |
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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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1 | Check the document attached to the email for correctness | |
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They may operate under a different name - make sure their legal name is on the policy - i.e. Western Valley Development dba Radius Energy; if in doubt, check Salesforce |
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RIC-only customers do not require EverBright as a certificate holder TPO and RIC customers require Everbright as a certificate holder Information can be found in the MISA Type Executed field in Salesforce Check-in Settings under Finance products (EverFixed, EverFlex)
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General Liability - $1,000,000 per occurrence; $2,000,000 aggregate Auto - $1,000,000 Combined Single Limit Workers' Compensation - $1,000,000 Non-owned Auto - $1,000,000 (If an installer claims to not have autos then a Non- Owned Auto Policy can be provided)
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If a customer indicates that they are exempt from Worker’s Compensation (by their state), reply that EverBright requires a state-issued document showing that the organization is exempt from Worker’s Compensation. Create a case assignment for Risk on the existing case and request a review of the documents once received. |
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Their accord/COI lists the basic information listed above. However, many organizations use various insurance brokers and can/do send in multiple documents. |
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Upload the insurance document to the existing Case under the related tab Tag the person assigned to the case and inform them that the documents have been received Relate the email as follows: Name: Organization Relates To: Case
End the email
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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. | | Info |
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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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