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Background: Homeowners and installers can submit an inquiry via goeverbright.com or myeverbright.com. These inquiries flow through HubSpot and land in the appropriate Support queue: Installer or Homeowner. The following SOP shows how to handle these inquiries.

Installer inquires about joining EverBright

  • The associate should e-mail the business development representative (currently Mercedes Davis at Mercedes.Davis@goeverbright.com ) Please include all of the contact information from the form i.e. company name, contact name, e-mail address, phone number, etc.

Homeowner inquires about joining Everbright

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EverBright Service Map

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Table of Content:

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Always read the request in its entirety to determine which action to take.

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INSTALLER inquiries about joining EverBright:

Step

Action

1

  • Everbright no longer offers subscriptions to the platform

In order to gain access to the platform they would need to partner with EverBright

2

  • Email the Link to the to the online partner form and have the Installer apply via the website

(Click Here)

Note

NOTE: The link above should redirect the Installer directly to the form section on the website.

  • If it Doesn’t, advise the customer to scroll halfway down the page to find the form

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3

  • If they have not applied, send Installer Information through the following link

(Click Here)

4

  • If the installer has completed the online partner form:

  • Check Salesforce to see if the installer has been auto denied.

    • If the installer has been auto denied, reply:

Hello,

Thank you for contacting Everbright Support.

In accordance with our guidelines, we are unable to disclose our underwriting criteria to maintain the integrity of our evaluation process. However we encourage you to consider reapplying after six months.

Thanks

If the installer is contacting you through Chat or Email you can also select the quick reply named as “Partner Denied”

5

Info

The installer will also receive an email when they have been auto denied.

  • If the installer has NOT been auto denied:

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DO NOT send a Slack message and DO NOT send an email to anyone else other than DL-Onboarding-Everbright@nexteraenergy.com

6

  • If it is an ACTIVE installer:

  • The installer should be referred to their account manager or their org admin ONLY.

Warning

  • DO NOT tag anyone and DO NOT send an email to the DL

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HOMEOWNER inquiries about joining Everbright

Note

Verify the state in the address section of the form & Compare it to the EB service map HERE.

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IF

Then

If the state is

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serviced by Everbright and is owned, then:

  • Reply to the customer with the following message:

Hi [customer name],

Thank you for your interest in EverBright

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and congratulations on taking the next step toward decarbonization. We are not currently providing installer recommendations, but we hope to do so in the near future. Please research installers in your area. We look forward to helping you make the successful transition to solar energy. Stay sunny,

[Agent Name]

  • If an email, reply and close email.

If the state is serviced by Everbright but the property is a rental

  • Reply to the customer with the following message:

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“Hello [Customer Name],

Thank you for your interest in EverBright. I see that you listed your

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home as “Rent”. At this time, we do not service

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rental properties. We are excited to hear of your interest in EverBright and we hope to be able to serve you soon.

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Thanks,

  • Using Slack, send the homeowner’s contact information to the Support Manager, Herve' Woods

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Stay sunny,

[Agent Name]

  • If an email, reply and close email.

If the state is NOT serviced by EverBright, then:

  • Reply to the customer with the following message:

“Hi [customer name],

Thank you for your interest in EverBright

...

and congratulations on taking the next step toward decarbonization. Unfortunately, we do not currently have financing options available in your area, but hope to in the near future. We look forward to helping you make the successful transition to solar energy.Stay sunny,

[Agent Name]

  • If an email, reply and close email.