ServiceBench Field

Note Template

Comments

Surge Protect Service Request: <Customer Name>, <Reason for Call>, <List items that have failed due to surge event>, <Action Taken>, <Verify procedures were given to the customer>, <Customer understood>, <Verify how the customer is receiving/has received the SurgeProtect Claims Reimbursement Form>.

Example:

Surge Protect Service Request: Mrs. Smith called in to report a surge event at her residence. Mrs. Smith advised that 3 of her TV’s were affected by the surge event. Reimbursement Only service request created. Advised Mrs. Smith of the claim process as listed on the Claim Reimbursement for. Customer understood. Sent the form via email as requested by Mrs. Smith. No further questions

ServiceBench Field

Note Template

Comments

Surge Event Information:

Date of Surge Event:

Item(s) <list all if there are multiple>:

Manufacturer:

Model Number:

Repair/Replacement Cost:

Cap:

True Surge Event: Yes/No

Total Amount Approved:

Claim Number:

Example:

Surge Event Information:

Date of Surge Event: 12/26/2020

Item(s): 3 TV’s

Manufacturer: Samsung, Vizio, LG

Model Number: J6201 (Samsung), E43-C2 (Vizio), UK6500AUA (LG)

Repair/Replacement Cost: $1580.05

Cap:$1000

True Surge Event: Yes

Total Amount Approved: $1000

Claim Number: CCCLXXXXXXX

Service Explanation

<Items that failed due to Surge Event>, <Action taken including total amount approved>.

Example:

3 TV’s shorted due to Surge Event, Approved Cap Limit of $1,000.