Jennifer Salazar (Unlicensed)
Kristen Rawlings
Aug 23, 2024
Feb 07, 2025
...
Step
Action
1
Authenticate the customer and reference the following table to determine if a Concert/Beam customer: How to verify the type of customer and status
Is the customer a Concert/Beam customer?
If yes, process to Step 2
If no, follow the appropriate SOP and Stop
CUSTOMER’S CONCERN
ACTION
Status of job
Reference the following table: How to verify the type of customer and status
Escalation from Concert Customer Support
Reference the following SOP: When and How to Escalate Complaints and Sensitive Concerns
Unresponsive Installer
Reference the following SOP: Installer Unresponsive to Homeowner or Support
Concert/Beam Products
Concert Level Pay
Concert 12-3 Flex
Reference the following SOP for more information: Payments and Amortization of EverBright Products
Billing and Payments
Reference the following SOP: Transferring calls to Launch/Account Servicing
Maintenance
Repairs
Damages
System outage
Reference the following SOP: Customer System Maintenance/Monitoring/Access Troubleshooting
3
Was the caller’s concern(s) resolved?
If yes, enter disposition notations and Stop
If no, follow the appropriate SOP based on their additional concern(s)