Page Comparison

QUALIFIERS

• A lawsuit has been filed.

• A customer/customer’s attorney is contacting EverBright to obtain Legal’s information.

• The Attorney General of the customer’s state notifies EverBright of a filed complaint.

• The potential exposure involves $10,000 in cash payments or the value of products/labor provided.

• EverBright receives a UCC Lien Notice.

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STEP

ACTION

1

• Create a case under the customer contact record

  • https://goeverbright.atlassian.net/wiki/spaces/SS/pages/3264413720/Creating+and+Assigning+Cases#Creating-a-case

Fill in:

• Customer Request Type

• Case Description

  • Detailed information regarding the case

2

• From the related tab on the case, download and attach any required documents (e.g., customer’s contract, change orders, signed documents, etc.)

3

• Create a case assignment and assign it to Compliance/Legal

  • https://goeverbright.atlassian.net/wiki/spaces/SS/pages/3264413720/Creating+and+Assigning+Cases#Assigning-a-case-to-the-back-office-queue

• Referral Reason (choose one)

  • Attorney Demand

  • Attorney General Complaint

  • Litigation

  • General Legal Questions

  • Conservatorship

• Referral Comments:

  • Legal Escalation: [TYPE (OPTIONS LISTED BELOW)] – [Customer’s Name]/[Customer’s State] – [Name of the Installer] (see naming convention below)

• Select New Legal Form

  • Complete all the required fields.