🗓12/21/2023: EQS Dealer Communications – Equitysolarknowledgebase

Dear Solar Dealers, I hope this email finds you well.

We hope you are enjoying your holiday season. As we move into the new year, we have a few updates to share with you regarding our “Tier 2” projects, a new Price Per Watt Limits from Mosaic, and the introduction of a New Contact for Rooging Quotes:

1. Tier 2 Projects Guide:

At the time of selling a project with a system size equal to or greater than 11.7 kW (consider this for additions), it is necessary to provide the home insurance declaration page. It should contain the following information:

Name(s)

Effective date

Coverage ( "personal liability" of $300,000 is required)

All pages comprising the document in its entirety

On the other hand, the following additional information is required:

Utility bill

Date of birth

Phone number

Email address

Occupations of the insured, if retired, it is important to know their occupation before retirement

Pets, if you have dogs, it is important to specify the breed

Pool (yes or no)

Notify if there have been policy cancellations or home accidents

Notify if you have a home-based business

You can upload the insurance policy declaration page and provide answers to the aforementioned additional information at the following link:

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Insurance Form Link (The link can also be found on the right menu on Solo).

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It would be a good practice to have this link at the time of sale to expedite the process. However, if you already have the information, you can upload it to the SALE block in Scoop.

In the following stages, it will receive follow-up from the respective departments:

Scoop Blocks

Sale

Design

Installation

Until we have the required document and information, the project will remain in active management, affecting only the installation scheduling. It is of utmost importance that we all work together to ensure we do not reach the end of the project and encounter a scenario where the process is delayed, causing any inconvenience with the customer at the end and/or later in the interconnection process.

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Finally, if the UMB (Umbrella Insurance) is managed by the sales team, this should be established at the beginning of the sale, leaving a note in Scoop. Always provide the UMB declaration page to proceed with the installation scheduling.

We hope this information serves as a guide going forward to facilitate the process.

2. Price Per Watt Limits and updates from Mosaic:

Implementing Price Per Watt (PPW) caps on Jan. 1, 2024 for PowerSwitch CHOICE and PLUS solar and/or battery loans.

Requiring itemization on Home Improvement Agreements (HIA) when non-solar or battery scope of work are included in the loan amount.

Requesting a greater emphasis on system details accuracy to avoid countersignature delays.

3. Introduction of New Contact for Roofing:

To enhance our services and streamline communication, we have appointed a dedicated contact person for all roofing-related inquiries. Please join me in welcoming Julian Mahecha, who will be your primary point of contact for any questions or requests related to roofing quotes and general information.

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Please feel free to reach out to Julian or me for any inquiries related to roofing quotes, technical specifications, or general information. We believe that this dedicated focus will contribute to smoother transactions and more efficient communication between our team and yours. All information on current projects will be transitioned to Julian.

Our priority is always high-quality partnerships and improved experience. Thank you for helping us implement the best processes for success. If you have any further questions about these changes, please review the process with your Partner Success Manager or the Support Team.