After verifying the customer; Take note of the Homeowner’s Name
2
Access the “MyEverbright” Portal by using your Everbright credentials
3
Once you are in, you will need to type the homeowner’s name into the search box , so the screen will show you the accounts registered under that name
Make sure both accounts belong to the same user by checking if the registered Email address matches
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If you are able to confirm this information now you just need to guide the Homeowner on how to visualize both accounts through MyEverbright (Proceed with step 4)
4
Select any of the showed results, this will show you the Homeowner’s Profile. Then click on “Impersonate”
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Impersonating the account will allow you to have the same view that the Homeowner has in their account
5
Tell Ask the Customer to Login into their MyEverbright Portal.
Once in there all they need to do is locate the little drop down menu in the upper right corner
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They will click in there and it will allow them to navigate between one account and another
