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Sarah Jane Salvatierra

Sarah Jane Salvatierra

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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.

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Step

Action

Reference

1

Check the document attached to the email for correctness

  • First check - Does the named insured match the organization’s legal entity name

Info

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

  • Is EverBright listed as an additional insured on their General Liability and Auto Insurance (not needed on workers comp insurance)?

  • Everbright is required to be listed as the certificate holder for all customers that offer EverBright TPO (third-party operator) products: EverFixed and EverFlex

Info

  • 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)

  • Is the policy limits within our requirements? ( Installers may hold limits above the below ranges)

Info

  • 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)

  • Did they include all the policy types noted on the original ticket - i.e. Auto AND General Liability if both are about to expire

Info

Their accord/COI lists the basic information listed above. However, many organizations use various insurance brokers and can/do send in multiple documents.

2

  • Create a case in Salesforce:

Info

  • Upload the insurance document to the existing Case under the related tab

  • Relate the email as follows:

    • Name: Organization

    • Relates To: Case

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.

If the “Description Section” section has any additional information that may conflict with current policies or expectations, then please reach out.

Info

  • 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.

3

  • Once you’ve determined that the insurance documents are sufficient and complete, create a CS ticket to send to configuration.

Info

  • Mark it as a “Task”

  • Enter the component (org name),

  • Epic: EverBright

  • Assign based on workload (add link to dashboard)

4

  • Copy the link to the CS ticket and paste it in the Case Feed

5

  • When configuration is complete, send an email with the following note to the customer

Info

  • Use the ‘Insurance Updated’ quick reply in CXone

6

  • Close the case as resolved

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