New Rep Onboarding

Step 1: Submitting a New Rep Request
Once you have a recruit that is ready to start send an email to: NEWREP@SKYLINESECURITY.COM
Include the following: Full name, email address, phone number, state the rep will be selling in.

Step 2: Paperwork
Your new rep will receive two emails from Skyline. One will include the new rep paperwork, this must be filled out and signed. The second will be an email requesting photo identification and a badge photo.

Step 3: Mobile App Training
Once we receive the required paperwork, your rep will be sent a link to our mobile app training, consisting of a video and test. Your rep is required to watch the video and complete the test with a score of 35 or above.
We’ve added a convenient link to the training below. https://www.youtube.com/watch?v=HTOXqNsXoiE&feature=youtu.be

Step 4: Licensing
Your new rep will receive an email asking them to contact the compliance department. There are two options; (1) Licensing for CA and (2) Licensing for all other states. We encourage your reps to begin this process ASAP. They must also undergo a mandatory background check that can take up to 10 days.

Complete
Once all these steps have been completed, your new rep will receive access to our mobile app and will be cleared to write deals in our system. A welcome kit will be shipped out to the rep’s physical address on file.

FAQ
Below are common issues and how to solve them.

My recruit is not receiving the emails.
Instruct them to check their spam/promo folders. If the email isn’t there, verify the correct email with by contacting newrep@skylinesecurity.com. Please note it can take up to 10 minutes for emails to arrive.

My recruit is done with app training or I provided app training myself.
Make sure your rep used their specific REP ID and entered it properly when they took the test. If you provided training to your rep then contact newrep@skylinesecurity.com. You will be liable for app errors if you choose to provide app training that is different from our standard course.

My recruit has a license already or the licensing process is taking too long.
If your rep is already licensed make sure you or your rep provide that information to the appropriate compliance agent. You can reduce the wait time for the background check by providing newrep@skylinesecurity.com with your recruits SSN and DL in the initial request.

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Licensing

Reps who wish to sell in any state must review the licensing website and reach out to: compliance@skylinesecurity.com. Certain states do not require a license. If that is the case the licensing team will inform you.

Background Check
A background check is required regardless of where the rep will sell. This can take anywhere between 1 to 10 business days, depending on the location and background results. If a rep once worked for Skyline and returns, a new background check may be required.

Each state has different requirements for licensing.
All of this information can be found here: https://sites.google.com/a/skylinesecurity.com/compliance-and-licensing-department/home

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Important Numbers

Sales Support Hotline: 562-270-9454
As a Sales Representative you will use this number for welcome calls, the 2nd QA call, credit checks, and initial scheduling. You can also use this as a backup if the mobile app is down. Option 6 will give you options for all other departments.

Tech Support Hotline: 562-270-9453
As a technician, you will use this number to finish up installs, close out service calls, reach tech support and any other functions relating to your job.

Customer Toll Free Number: 888-775-9732
Your customers can always contact us at our toll-free number. Please note this number is not staffed for any sales related functions. Hours may be vary.

Welcome Calls
The welcome call protects both you and the customer. It ensures the customer clearly understands their obligations. You must complete the customer account set up before starting the welcome call.

A Welcome Call is mandatory per company policy.

Accounts Created in Mobile App
If you created your customer’s account in the mobile app all you need is the account number. You will call the account creation line, provide the agent with the account number, the agent will review the account and ask you to hand the phone over to the customer to complete the welcome call.

Non-App Accounts
You will need to contact account creation. The agent will ask you for all of the information needed to create the account. Please speak very clearly and concisely. This process can take as long as 30 minutes so we highly recommend using the mobile app to save time. Once the agent has all the necessary information, they will be able to complete the welcome call for your customer. Please note: most pay plans feature a deduction for creating an account over the phone.

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Policies

Please pay special attention to the various policies below. Skyline reserves the right to modify these policies at any time. Failure to comply with the applicable policies can result in funding delays and/or disciplinary action.

ELDERLY POLICY
Protecting the Elderly

The Skyline Elderly Policy is designed to ensure elderly customers enjoy an unparalleled level of service from Skyline. As a Skyline Security representative you should treat elderly customers in the same way you would your parents or grandparents.

Elderly Policy Details
In the event a representative qualifies & installs a customer who is age 90 or above, the account will become non-commissionable. Skyline also reserves the right to hold commissions on anyone over the age of 70.

Elderly Account Limits and Penalties
Elderly customers can not make up more than 20% of a rep’s customer base.
Heightened penalties apply for compliance issues that involve elderly customers.

AGREEMENT LENGTH POLICY
36-Month or 60-Month Agreement

Each customer is required to sign a 36-Month or 60-month agreement. As we invest in the customer, we also want the customer to invest into Skyline Security.

HOME OWNERSHIP POLICY
Home Ownership Policy

The Skyline home ownership policy requires proof of ownership on each account sold. If proof is not provided at the initial creation of an account, the account will remain pending until proof is provided. Pending accounts will not be eligible for funding and therefore non-payable.

Policy Details
Representatives have three weeks from install date to provide proof of home ownership. Failure to do so may result in the rep being charged for the equipment and installation of the account. The account will also become non-commissionable.

The name on the title of the home must match the name of the customer on file.

The welcome call must be completed with the owner of the home or their spouse with permission.

GUARANTEE PERIOD & EQUIPMENT TAKEOVERS
Guarantee Period

The standard guarantee period requires that a Skyline Sales representative will be obligated to guarantee each account for a minimum of 12 MMR payments from the customer, without discrepancies of any kind.

In the event a discrepancy arises, this guarantee period may be extended. The representative is responsible for each account until the guarantee period is completed and all discrepancies are resolved.

If an account goes bad for any reason within the 12-month guarantee period, the rep will be charged for equipment and installation.

Equipment Takeovers
Takeover rule: Existing equipment that goes faulty within the first 12 months is the financial responsibility of the representative. The takeover of existing smoke detectors, medical pendants, or CO detectors is prohibited.

The takeover of life-dependent devices is strictly prohibited. You are not allowed to take over the following devices: Medical pendants, necklaces, or any variation of said device, smoke detectors, or carbon monoxide detectors.

Skyline reserves the right to modify these rules at any time without prior notification.

POLICY DETAILS
Panel type is dependent on availability. Offer available to customers with 1-year Brinks account history and up-to-date billing. Additional terms and conditions apply; please visit https://brinkshome.com/terms .

SYSTEM PULL RULE
If a technician who is part of the summer program and is on a summer pay plan completed the initial install of an account, the sales representative will not be charged for any system pull. If the technician who completed the install is on a year-round pay plan then the sales representative will be charged a $150.00 fee per system pull.

EMERGENCY CONTACTS POLICY
All accounts require two distinct emergency contacts. These contacts must be different numbers from any primary number on the account. A system cannot be placed online without two distinct emergency contacts. Offline systems are not eligible for funding.

FUNDING
For a complete list of rules and policies on setting up accounts properly you can visit https://sites.google.com/skylinesecurity.com/skylinetraining/home or email funding@skylinesecurity.com. This will have information on what paperwork is needed for each account, which accounts we can set up, which we can’t, along with many other useful tips.

VOIDED CHECK POLICY
A voided check is required for each account to be funded that is paying with EFT. In the event a customer doesn’t have a check available the rep may submit an additional document showing the customers name with their associated account number such as a mobile banking statement or a physical statement.

You can upload the voided check using the mobile app

  1. From customer details page go to > document center > scroll to “upload scanned document section”

  2. Set document to: voided check

  3. Set type to: image

  4. Tap choose file, this will cause iOS camera to open

  5. Take a picture of the voided check

  6. Tap upload document

  7. Tap

EXTENDED SERVICE
Brinks customers are protected from unexpected alarm repair bills. Parts and labor are covered when your security system needs service, under normal operating conditions or due to ordinary wear and tear. Terms and conditions apply; visit https://brinkshome.com/terms-conditions $50 trip charge may apply. Additional terms and conditions apply. Please visit https://brinkshome.com/terms-conditions.

CUSTOMER ACCOUNT MANAGEMENT
Funded accounts with issues or concerns will be helped by Skyline’s customer facing teams (loyalty, service, etc.). If a customer expresses concerns, needs assistance, or has any other issue, Skyline reserves the right to take steps to ensure the customer experience is exceptional and no outstanding issues exist. Where costs or credits may be applied, you will be notified in an effort to assist the customer. Reps notified in any manner, whether via text, email, phone call or CRM notification, are required to respond to this notification immediately. Failure to respond may require Skyline to take steps to ensure the customer is retained and made whole. Skyline will do all within its power to work with the reps in ensuring customers stay happy and have what they need.

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Miscellaneous Policies

Please make sure you are aware of the following miscellaneous policies.

PAST DUE ACCOUNTS
If a customer is past due longer than 90 days it will result in a chargeback. Rep will be notified at 60 days that the account is past due. Rep will then have 30 days to make customer current.

SUBMITTING THE AGREEMENT
Deals submitted Monday-Saturday will be paid out on the following Friday, by check available for pick up at the corporate office. Direct deposit is available. If you choose this option it will take at least two business days for funds to go through.

SECONDARY POLICY
Only homeowners can be used to verify credit worthiness and complete the agreement.

LICENSING
You may not work without being properly licensed in both the state and/or local jurisdiction. Different areas have widely different requirements. See the licensing website for more details. Visit the licensing website.

LEAD OWNERSHIP
If you verify credit worthiness, but do not install a system within 14 days of a verification, you may forfeit your rights to generate an account from the lead.

CHANGING PAPERWORK
Altering, adding to, or removing information from any of the official paperwork is strictly prohibited.

HOLDBACK PAY
Holdback will be paid out on or around the 13th month after the account is funded. Customer account must be in good standing and have no past-due balance and be free of any DNFs to qualify for hold back. Sales representatives must be actively selling with Skyline Security to qualify for their holdback release.

SMALL BUSINESS ACCOUNTS
A credit verification will be required on small business accounts. Small business must meet the company’s small business minimum credit requirements. (A or B Credit only). Fire protection, thermostat control & door locks are not allowed for small businesses.

REP REQUIREMENTS ON EVERY CONTRACT
1) Completed agreement. Must be paper agreement if customer does not have email.
2) Billing Information (uploading a copy of voided check is recommended)
3) 1st confirmation call
4) Takeover acknowledgement: Found in mobile app required for all
(from customer details go to document center> provider docusign> document: takeover acknowledgment) takeover accounts
5) Homeowner verification (done in mobile app) (CSR will notify you if verification documents are required)

MINIMUM EQUIPMENT REQUIREMENT
Every customer must have a minimum of three burglar alarm zones of protection installed in their home. This can be consistent of existing or new alarm monitoring equipment.

SALES BLITZ
Sales representatives may choose to blitz areas where Skyline is licensed. Not less than two to four weeks notice is required for any blitz, depending on the location. Technicians, licensing and other items need to be set up and addressed to allow for effective blitzes. Additional time may be required. Skyline reserves the right to deny any blitz request based on cost, licensing, etc.

If a blitz is approved, all representatives must obtain licensing and turn in paperwork immediately upon approval of the blitz. Paperwork must be completed and turned in prior to travel. All departments including Sales Ops, Field Ops and Licensing must sign off and be notified.

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Sales Rules: Points

EARNING BASE POINTS
To learn how to earn up to 11 free points please see the rules above.
   
Smart Panel 0
   
GSM
(Cell Unit) Required for non-landline accounts . Enables Alarm.com access.
0
   
Yard Sign
Helps advertise our company and deters crime, especially burglaries.
0
   
Door/Window Contacts
Standard sensor for doors or windows. Required on every exterior door.
1
   
Keyfob
Wireless keychain remote with arm, disarm, and panic buttons.
1
   
Medical Pendant
Triggers emergency alarm. Water resistant. Lanyard, wristband, wall mount, or belt clip.
1
   
PIR Motion
Detects infrared heat and motion of objects 40 lbs. or more.
2
   
Glassbreak Detector
Detects pitch and frequency of glass breaking.
2
   
Smart Smoke
Detects heat and fire. Alerts relevant agencies in an emergency.
2
   
Smart Carbon
Detects carbon monoxide; the "silent killer".
2
   
Flood Sensor
Flood and moisture sensor.
2
   
Takeover Devices
Translators
Allows our system to work with others. Three options include: hardwire, wireless, and DSC wireless.
2
 
Home Automation Devices
Home automation devices are included in packages. Please see rules and packages below for details.
   
Smart Bulb
Light bulb that can be controlled via our app. (QOLSYS only)
 
   
Lamp Module
Smart socket/plug that gives regular appliances smart functionality via our app. (On/Off)
 
   
Lift Master
Allows Lift Master control via our app.
 
   
Smart Thermostat
Allows remote thermostat management via our app.
 
   
Smart Locks
Smart door lock that enables remote lock/unlock via our app.
 
   
Image Sensor Gold
PIR Motion with built-in night vision + color still camera. No Wi-Fi required.
 
   
Video
IR Fixed Camera
24/7 Live camera. No recording.
 
   
Pan/Tilt Camera
Same as IR camera, with added pan/tilt functionality.
 
   
Skybell HD
Wireless doorbell with HD Camera, 2-way voice, & motion.
 

Sales Rules: Packages

Smart Home Protection
Includes:
 
   
Smart Panel Included
   
2-Way Voice with Skyline GSM Chip
2 Way Voice Via Panel and Dedicated Cellular Connection
Included
   
Mobile App Access
Access to our mobile app powered by Alarm.com App does not support home automation or camera features with this package.
Included
   
9 Points of Protection
Pick from any equipment Under "Basic". See Sales Rules: Base Points
Included
   
Ranges  
Base Rate
The base rate, charging more or less will result in a bonus or deduction, respectively.
$55.99
   
Max Rate $60.99
   
Max Bonus
($35 per dollar increase over MMR)
$175
   
This package does not support home automation devices or cameras  

Smart Home Advanced
Includes Smart Home Protection plus an automation device.
MMR increases by $5.
 
   
Ranges  
Base Rate
The base rate, charging more or less will result in a bonus or deduction, respectively.
$60.99
   
Max Rate $65.99
   
Max Bonus
($35 per dollar increase over MMR)
$175

Smart Home Advanced Plus
Includes Smart Home Advanced and an additional automation device.
MMR increases by $5.

 
   
Ranges  
Base Rate
The base rate, charging more or less will result in a bonus or deduction, respectively.
$65.99
   
Max Rate $70.99
   
Max Bonus
($35 per dollar increase over MMR)
$175

Smart Home Pro
Includes Smart Home Advanced Plus and a third additional automation device.
MMR increases by $5.
 
   
Ranges  
Base Rate
The base rate, charging more or less will result in a bonus or deduction, respectively.
$70.99
   
Max Rate $72.99
   
Max Bonus
($35 per dollar increase over MMR)
$105
   
Please note: When selling 4 or more Home Automation Devices or Cameras, you will be deducted for the highest point value device(s). See Sales Rules: Points Values  

Sales Rules: Other

When selling 4 or more home automation devices or cameras, you will be deducted 6 points for each automated device beyond the first 3.

There is a $3 passthrough for existing Z-Wave devices. Also note: There is a $100 deduction on 36-month agreements.

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Code of Conduct

Skyline Sales representatives are expected to represent the Skyline brand with integrity in all interactions and to comply with the Skyline Code of Conduct. (A summary is below.)

Customer Contact
Include completely true and accurate information only.

Write in the correct right of rescission date. If you fail to do so, Skyline may be required to release the customer from their contract.

Do not modify contract language in any way (either orally or in writing) before or after the customer signs.

Credit Verification / Person on the Contract
First, clearly inform the potential customer that Skyline will conduct a credit verification (whether via mobile app or account creation line). Obtain express verbal permission first from each individual whose credit you wish to run. A spouse cannot authorize a credit check for the other spouse. Do not sell to any person who is not on the title of the home, including those who are renting, “renting to own,” or “intend” to buy the home. Next, you must obtain signed permission to then verify credit worthiness via the mobile app. Customers must sign the release language and confirm approval. Any credit verification outside of this method must have a recorded approval from the customer on a recorded line.

Criminal / Fraud
Do not impersonate, or allow another to impersonate, any person on any call at any time (with or without permission).

Do not sign any document, or allow another to sign any document, on behalf of any other person. This applies regardless of whether the person gives you or another person permission.

A person with Power of Attorney over the customer should sign their own name on the contract (not the customer’s name) and then write “Attorney-in-Fact for ‘insert customer’s name’ ” by their signature. For this to be valid, the sales rep must submit a complete copy of the Power of Attorney document with the contract.

Licensing Sales Area
Only sell in company approved areas (areas where we have explicitly stated we are properly licensed to operate in) including state and local licenses, such as peddlers or solicitors license.

Carry a physical copy of your license with you at all times and show it (and your Skyline ID badge) upon request to anyone who asks.

Quality Assurance
Do not suggest or tell a customer they can call Skyline to get something different than the original contract terms (i.e. shorter contract, free months, change billing method, etc.)

Do not state or imply that a customer answer the welcome call questions in a certain way (no coaching).

Never provide false information when creating an account (whether or not you intend to later correct the information).

Do not, in any manner or under any circumstance, use a representative identification number other than your own.

Misrepresentation (General)
Do not state or imply you are affiliated with, working with, sponsored by, or endorsed by the police department or any other official or governmental agency.

Do not use any other alarm system offer or voucher, unless it has been pre-approved by the corporate office (not the representative’s manager.)

Do not promise a customer they will receive a homeowners’ insurance discount for having an alarm system installed or that their monitoring rate will be less due to a homeowners’ insurance discount.

When giving the customer a discount or promotion, never state or imply a reason that is not factual (i.e. never inform a customer they are getting the equipment for free, but you may say installation is free, if it is, in fact, free).

Account Takeovers
Skyline has a strict policy with regards to account takeovers. In addition to requiring the QA calls, and getting the takeover acknowledgment form, you must ensure that the account takeover is handled immediately at the time of sale, including any buyout amount. You may NOT pay this off later, or take care of this after the fact. It must be handled immediately or you will be penalized and charged fees. Additionally, keep the following in mind:

Do not present yourself or imply in any manner that you are associated or affiliated with any company other than Skyline and Brinks Home Security.

Do not tell any potential customer that their current alarm system may not work or that their existing company may not have serviced them adequately.

Do not state or imply (whether it is accurate or not) that any alarm or monitoring company is going or has gone or has gone out of business or is bankrupt.

Do not state or imply that any alarm or monitoring company sold the customers’ account.

Do not state or imply that it is merely an update or upgrade without immediately and clearly disclosing that the customer will be switching companies.

Payments / Payment Information
Do not use at any time, or include on a customer contract, any financial or payment information other than the homeowner’s personal financial information (i.e., do not use or allow to be used a prepaid credit card).

Do not attempt to pay any customer’s account balance. Do not attempt to provide a credit on an account or remove a past-due balance, in an attempt to be paid a commission on the account.

Previously Sold Accounts
Do not cause any person who previously purchased a Skyline alarm system to enter into a new contract with Skyline. Do not use customer information you have previously obtained (i.e., from working with another company) or obtained from another individual, to sell or resell a customer. (i.e., customer lists).

Professionalism / General Conduct
Do not use any kind of “scare tactics” when soliciting prospective customers (i.e. do not say burglars can or will disable their current alarm or have recently been in the area). Your conduct must be professional at all times.

Telemarketing
Skyline does not permit telemarketing of any kind. Please check with the compliance department for specific questions.

Terminable Offenses
Terminable offenses include, but are not limited to: Forgery, fraudulent account information, impersonation, trademark/copyright infringement, unauthorized credit checks or ID theft, or other criminal offenses. Each rep signs an ethics agreement. Ensure that you are aware of those guidelines.

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In-House Policy

Skyline Sales representatives are allowed to in-house accounts so long as they meet some basic criteria. The rep must purchase the equipment for the account and pay for the installation.

In-House Pricing
Digital - $9.99
Signal Forwarding - $12.99
Signal Forwarding 2-Way - $14.99
Basic Interactive - $17.99
Basic Interactive 2/way - $18.99
Any additional lights, locks, thermostats, etc. is $1.50 additional on the above price image sensory, cameras, and Skybell is $5.00 on the above price feature.
Reps who wish to put accounts in-house must complete an In-House Accounts Agreement. Terms and conditions therein shall apply. Additional rules, which may be revised, may apply:

Activation
At your discretion. If activation is collected will credit you when you are paid out of your residuals.

Equipment
If any of Skyline equipment is used you have three weeks of the date it was installed to pay back Skyline. If not paid back in those three weeks, Skyline has the right to deduct your payroll or deduct it from any residuals you will be owed.

Contracts
Should be turned in the week the alarm has been installed. Contract has to be completely filled out by you and the customer to begin received the residuals.

Services
If Skyline services any of your accounts you will be deducted the cost of the service and any equipment used when paying out your results.

Residual Pay
Residual pay is every six months with 19 accounts or less. Residual pay will be monthly with 20 accounts or more.

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