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How to process insurance update tickets

How to process insurance update tickets

Owned by Eric Suarez
Aug 23, 2023
1 min read

Details: The installer may ask support to update their org's liability or auto insurance policies. If the request comes directly from the customer, please do the following:

Request from customer:

  1. Add onboard@goeverbright.com as a request participant

  2. Send an email to the customer asking for proof/copies of their policies (assuming they didn’t already include them)

  3. Once proof has been provided – follow up with the Onboarding Team for next steps (send Slack or Teams message if you don’t get a response from them in the ticket)

    1. Onboarding Team will either update the account themselves and your ticket can be closed.

    2. Onboarding Team will request that you create a CS ticket for configuration to complete.

      1. Needs Configuration – Task, Epic Link – EverBright Configuration

Request from Onboarding Team - support can send directly to config for updates.