Viv Customer Referral Program

BILL ASSIST TRAINING

Help your customer enroll for AutoPilot and make bill submission even faster!

When you have a customer prospect who loves what they hear about AutoPilot, but they can’t seem to find the time to actually complete the enrollment process online, you can do it for them with Bill Assist! All you need is copies of their most recent bills and their PIN to get their enrollment 99% complete. Then your customer will just need to accept the Service Agreement and provide payment details. Learn more below about how simple this tool is to use.

HOW DO YOU GET STARTED?

Talk to your customer about AutoPilot

Find out from your customer what essential services they use, such as internet, mobile or home phone, cable or satellite, a bundled service or home security. If they live in one of the 10 AutoPilot Energy markets we serve, ask them if they are also interested in lowering their electricity bills automatically and without hassle.

Explain how AutoPilot works

You upload your bills
We lower them
We split the savings 50/50

Help your customer understand that they won’t pay anything unless we can find them savings with their monthly bills. Sometimes these savings can come in the form of an upfront credit, or monthly savings over a period of time. When we find savings on their bills, we split the difference with them 50/50 over time as they realize the savings, or they can pay one time and save even more.

For electricity bills, we will do the shopping for them and find the best plan available on the market as compared to the utility. We won’t enroll them in a new plan until their current contract has ended so they don’t incur any early termination fees. And we will manage their account for as long as they remain an AutoPilot customer for just one low monthly fee that’s based on their annual usage.

Ask your customer for copies of their bills

If your customer is not ready or able to complete their enrollment online themselves, you can ask them to give you a clear, complete and current bill for each service they’d like to lower. This can be a printed bill they received in the mail, or a PDF they pull from their online account. Original PDF copies will work best, but you can also scan or take photos of printed copies. Be sure to include all pages, front and back. You will also need to have the customer’s contact information and any required PINs so that when it’s our turn to negotiate, we can do so on their behalf. If your customer is comfortable giving you their payment information they can do so; otherwise, they can enter it themselves later when confirming their enrollment.

IT’S TIME TO ENTER THE ENROLLMENT

Getting to Bill Assist is simple! Just log in to your Virtual Office and you will see a banner at the top of your dashboard that says “Help someone else save”. Simply click that banner and you’ll be routed to the Bill Assist checkout.

TAKE ME TO BILL ASSIST

Select home or business and the customer’s location

You will see a message on the first screen confirming that you are about to submit an enrollment on behalf of a new customer.

**NOTE** The Bill Assist checkout flow is designed to only process NEW customer enrollments. If you have an existing customer, they can upload more bills in their customer portal or by emailing our customer support team at support@justviv.com.

Choose the customer’s services

Select the services your customer gave you bills for and adjust the quantity of bills you have for each service using the + and – buttons. In this example your residential customer in Connecticut would have given you one bill for their electricity, one bill for their internet and two phone bills.

Provide all the fine details

In this next step you will enter the customer’s contact information, complete all the required information for each service section and upload their bills. If the customer is satisfied with their current provider, they may want to select the AutoLock^TM feature. With this feature selected, we will go ahead and lock in a new or extended contract for up to 24 months for their services if we are able to maximize savings. Without the AutoLock feature we will always contact your customer if there is an opportunity to maximize savings with an extended contract term.

If the customer provided their payment information, enter it at the bottom of the screen. This is not required to generate your lead, so leave this section blank if they did not provide it to you. They can complete this section when they complete their enrollment.

**NOTE** Remember to explain to your customer that they don’t pay unless we can save them money. This is why we need their payment information. We will not start negotiating until we have received a valid form of payment and the customer has agreed to the Service Agreement.

After you have completed all the required fields and uploaded the customer’s bills, click the CREATE LEAD button at the bottom of the screen.

Confirmation of your lead submission

When you have successfully created your lead you will come to a confirmation page.

Remember, creating a lead does not completely enroll the customer for AutoPilot. The ball is now in their court, but you have done all the heavy lifting for them.

Customer completes enrollment

Your customer will receive an email with a link that will take them to review their order details and complete their enrollment by accepting the Service Agreement and providing payment terms if you didn’t enter them already.

Pro Tip: Complete Bill Assist for your customer at a time you know they’ll be able to receive and complete their email enrollment link. All they have to do is confirm the terms of service and enter payment information if you did not do that for them so it should only take them one to two minutes!

WHAT’S NEXT?

Once your customer has successfully completed enrollment, they will receive an email confirming their order and include all the details for them to access their customer portal where they can manage their orders, profile and payment information and upload more bills. And, you will also get notified via email and see them appear on your commission reports.

WHAT HAPPENS IF MY CUSTOMER DOESN’T COMPLETE ENROLLMENT?

We will continue to remind your customer via email for up to three weeks to activate their enrollment, and we will also send you emails to let you know if they still need to complete their enrollment.

TAKE ME TO BILL ASSIST

CAN I RESEND THE CONFIRMATION EMAIL TO MY CUSTOMER?

Yes! You will be able to trigger the confirmation email linking them to complete their enrollment from your customer leads report available in your Virtual Office. You will find the report named “Pending Customer Accounts” under the Organization tab.

© 2024 Viv | Products that make your life better. © 2019 Viv | Products that make your life better. Viv Network, LLC, proud member of the Path One Group of companies / Viv AutoPilot is provided through a partnership with Utiliz, LLC. Utiliz, LLC is licensed by CT PURA (dkt 16-10-04), IL ICC (reg 0661122-2), MA DPU (lic EB-459), MD PSC (IR-4067), NH PUC (dkt DM 17-092), NJ BPU (reg EA-0447) OH PUCO (crt 18-1328E(1)) & RI PUC (reg 1687000) | *Estimated savings are based on historical average across all customers. Savings vary depending on region and market dynamics. Your actual savings may be higher or lower than any examples or estimates shown, but your satisfaction is guaranteed.

Anti-Sweat Heater Door Control (ASH-DC)

ASH-DC was developed to remedy a basic design flaw in glass cooler and freezer doors such as those in convenience stores, liquor stores and grocery stores. These doors have heaters on them that run 24 hours a day to ensure that the glass remains free of frost and condensation. The reality is that these heaters do not need to run constantly, and a lot of energy is being wasted.

ASH-DC retrofits to the door system (typically a group of four doors) and utilizes a digital moisture sensor to activate the anti-sweat heaters only when the threat of moisture is present.

ASH-DC also utilizes a Programmed Maintenance Cycle that activates the heaters on regular intervals — 15 minutes every three hours — to ensure that all parts of the cooler or freezer system remain frost free.

The maintenance cycle has been engineered with “random start” technology, so the heater will cycle at different times on different cases, even if there is a loss of power.

All of this translates into energy savings of 80%-85% or approximately $1,000 per door set per year. ASH-DC is simple to install, requires no maintenance, has a three-year warranty and a typical 12-month ROI.

Applies to glass door sets of coolers and freezers
Retrofits to existing system
Provides more efficient use of door heater systems
Sensor-based technology reads moisture levels and controls heaters accordingly
Eliminates unnecessary heater run time and energy use
Reduces energy consumption 80%-85% on average
Approximately $1,000 per year in savings
No additional maintenance required
Three-year warranty
12-month ROI or lease option

IntelliHVAC was developed based on a utility study (PG&E) that found that HVAC systems lose approximately 30% of the energy they create. The reason is that the manufacturers’ post-purge setting often does not run long enough to capture and use all of the energy that was created by the unit during the run cycle. That latent energy then dissipates and is lost.

IntelliHVAC retrofits to the 24-volt terminal of package and split HVAC units and has two functions: an Intelligent Variable Post Purge and the Intelligent Compressor Cycling Function.

The Intelligent Variable Post Purge monitors the HVAC system and adjusts the length of the post-purge cycle based on the previous compressor cycle. It optimizes the time the fan runs, enabling the unit to capture all of the energy that was created so that it isn’t wasted.

The Intelligent Compressor Cycling Function turns the compressor off for 5 minutes of every 25-minute cycle, running the post-purge fan during that 5 minutes. The fan captures the latent energy and continues to circulate the air, reducing the energy use — and the cost. This works because, after 25 minutes, the system is fully energized, which is to say that the cup is full. It is holding all the energy it can hold but is continuing to run because it doesn’t know any better.

All of this translates into energy savings of 10%-30% or approximately $1,500 per HVAC unit per year. IntelliHVAC is simple to install, requires no maintenance, has a lifetime warranty and an average ROI of 12 months.

Applies to package and split system HVAC units
Retrofits to 24V terminal
Two functions:
- Intelligent Variable Post Purge: Variable timing fan control on post-purge fan based on previous compressor cycles and run time. All the fan you need, none of what you don’t.
- Intelligent Compressor Cycle Function: Turns compressor off after 25 minutes of continuous run time, running the fan instead to allow the system to capture the energy already created.
Reduces energy consumption 10%-30% on average
Reduces maintenance costs by 15% on average
No additional maintenance required
Lifetime warranty
12-month ROI or lease option
Approximately $1,000-$1,500 per year in savings

BILL ASSIST TRAINING

You upload your bills

We lower them

We split the savings 50/50