Sunlight Financial Affiliate Application

General Information

First Name

Last Name

Job Title

Email

Company Website

Company Name

DBA (Doing Business As)

Not, if not applicable please enter N/A

Corporate Phone Number

Personal Phone Number

Business Street Address

City

State/Province

Zip/Postal Code

Year Business was Established

Years of Owner’s Experience in Industry

Briefly describe your industry experience:

Company Type (select all that apply)

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Agreements

I agree to give Solar Insure access to fleet level monitoringSolar Insure’s monitoring will be added through Solar Insure’s Software. This allows Solar Insure to help with preventative maintenance on homeowners component failure.

I agree to add an addendum provided by Solar Insure to our Homeowner-facing Sales Contract explaining the Solar Insure Product.Solar Insure’s addendum protects and informs the homeowners on what what their protection plan entails.

I agree to provide and require Solar Insure’s online training to sales representatives.Solar Insure is dedicated to protecting the end customer from misinformation on Solar Insure’s coverage. We provide educational training our protection plan and how to utilize our coverage regarding reimbursement.

I agree and acknowledge that I will include Solar Insure on all qualifying deals.Solar Insure’s Certified installers are committed to providing Solar Insure to all qualifying homeowners.

I agree to meet Solar Insure’s volume requirement of at least 15 installs per month.Solar Insure’s Certified installers are committed to providing Solar Insure to all qualifying homeowners.

Installation Information

What is the average number of installs by month?

Which proposal software are you using?

What CRM does your organization use?

Written Safety Program In Place?

Types of Inverters Used (select all that apply)

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Territory Serviced (ex. CA, AX, WA)

Standard Labor Rate

Truck Roll Rate

Insurance Information

Liability Insurance Carrier & Policy #

Policy Expiration Date

Contractors License Type and #

Any Insurance Claims in the Past 5 Years

Describe your insurance claims

Any OSHA Violations in the Past 5 Years?

Describe your OSHA violation

Please provide a copy of your General Liability Insurance

Primary Company Contacts

Please provide contact information for individuals who have decision making authority regarding Solar Insure partnerships.

CEO/President's Email

Operations Email

Accounting/Finance Contact Email

Warranty Submission Email

This is the main point of contact who will be submitting warranties and who can answer warranty-related questions

Customer Service Phone Number