New feature
ICYMI

[ICYMI] VoiceVerify - A New Option for Welcome Calls

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The Update: Palmetto is partnering with Recheck to provide a new option for completing your welcome calls: VoiceVerify.

The Deets: VoiceVerify is an AI-powered welcome call covering the basics of your customer's solar plan. It's straightforward and available to complete at point of sale in your customer's Palmetto account.

The Impact:

  • No change in our NTP requirements today
  • When an account receives a welcome call stipulation, the customer now has the option to complete that call directly with us via home.palmetto.com
  • VoiceVerify is recommended for fastest approval, and the stipulation clears automatically upon successful completion
  • Partners are still welcome to submit their installer-conducted call via our underwriting chat to satisfy the stipulation (just make sure it covers all our required criteria!)