ADDISON-HVAC

EXTENDED SERVICE AGREEMENT (ESA)

DEALER PROGRAM GUIDE

Administered by Trinity Warranty

Welcome to the Addison-HVAC ESA Program!

The Addison-HVAC ESA Program was designed specifically for you to help protect your commercial customers

after the original factory warranty expires. The Extended Service Agreement (ESA) provides PARTS and LABOR

coverage for:

.

Commercial Equipment

o New equipment – coverage up to 5 years after installation.

o Equipment is considered “new” up to 6 months after installation and is eligible for

Extended Warranty Coverage during that time. Extended Warranty Coverage can be

purchased for 5 years.

The Extended Service Agreement makes the “perfect marketing tool” because you can:

Generate additional income from sales from existing customers.

Lock in your customers for future services & maintenance agreements.

Boost your reputation and word of mouth marketing.

When a customer is offered an ESA, 65% of the time they will say yes!

As your partner, Trinity Warranty is made up of seasoned professionals from the insurance and HVAC/R

industries. Our Sales Team and Customer Service Department are here to assist you with any questions or

concerns to get started with this new program. Through this program you will increase profits, build your

customer base, improve customer service and significantly increase the value of your business.

We look forward to a long and prosperous partnership!

How it Works

In order to become an approved dealer, you will first need to enroll in the program. Once you enroll you will have

the opportunity to sell ESAs to equipment owners to provide coverage for mechanical breakdowns. The ESA does

not provide coverage for maintenance items, wear and tear, adjustments/resets, etc. All exclusions in the

manufacturer’s warranty apply to the extended warranty. Refer to the Reimbursement Guidelines for labor and

parts reimbursement.

A “Contractual Liability Policy” from a major A-Rated insurance company backs the ESA to ensure that the

equipment owner will be covered throughout the terms of the agreement. The Extended Service Agreements are

administered by Trinity Warranty Solutions.

Dealer Enrollment Process

To enroll in the program, complete the Dealer Sign-Up Form provided in this program guide. You will also need to include

the following documents:

W-9

Certificate of insurance (COI) and Workers’ Compensation

COI must list Trinity Warranty as the certificate holder:

Trinity Warranty

150 Pierce Road, Suite 600

Itasca, IL 60143

Submit the following documents to Trinity Warranty Solutions via:

Email: enroll@trinitywarranty.com

Fax: 312-445-8726

Mail: 150 Pierce Road, Suite 600, Itasca, IL 60143

Upon receipt of your completed enrollment application and the required documents, we will email you a welcome letter with your customer account number.

Orders

To place an order, please complete the order form found in this program guide and submit it to your Addison

Sales Representative, who will forward it on to Trinity Warranty. Trinity will need the business owner contact

information, date of installation, and model and serial number of equipment covered.

When you order, an agreement will be generated and sent to you listing you as the servicer of record. It will outline

what equipment is covered and the start and end dates. You will be able to forward it to the equipment owner.

Terms and Conditions may have slight variations by state.

How to Sell the Extended Service Agreement (ESA) Successfully

There are several ways to sell ESAs to your customer both successfully and profitably. Here are some of our suggestions:

1. Offer the ESA at the point of every sale for new equipment. 2. Wrap the cost of the ESA within the equipment cost and use it as a selling feature of the equipment. 3. Sell the ESA as an add-on, like an accessory. 4. Use an ESA as a ‘Good/Better/Best’ selling aid with the type of equipment that you are selling.

Pricing

See your Addison Sales Representative for pricing information.

Business Name: Date:

Address:

City: State: Zip:

Primary Contact: Phone Number:

Fax Number: Cell Number:

E-Mail Address:

Signature Date

Printed Name Title

ADDISON DEALER SIGN-UP FORM

PLEASE PRINT OR TYPE

The parties agree that upon execution of the Dealer Sign-Up Form (“Dealer Agreement”) by Trinity Warranty (“Trinity”), Dealer shall be authorized to offer the Trinity Extended Service Agreement (“ESA”) for sale to its customers subject to the following conditions:

1. Dealer shall submit order with End User information (name, address,

and equipment information) to Sales Representative or Distributor for

processing.

2. Dealer shall notify each holder of an ESA that the ESA is not valid

until the ESA is paid for in full by the Dealer.

3. When the ESA has been processed and is returned to the Dealer, it

is the responsibility of the Dealer to verify the accuracy of the

information on the ESA. If there is a discrepancy, the Dealer is to

notify Trinity immediately. Failure to notify Trinity may negate

coverage in the future.

4. Dealer agrees to verify coverage (including but not limited to

coverage dates and covered equipment) on the ESA prior to initiating

any repairs.

5. Claims submitted to Trinity by the Dealer shall represent services

actually performed by the Dealer on the equipment listed on the

Trinity ESA.

6. Dealer shall have the right to refuse any service calls.

7. There is no overtime or holiday rate. There is only one (1) person per

job allowed.

8. Dealer shall guarantee labor for 90 days on all repairs performed

within the terms of the ESA.

9. Any use of the Trinity Warranty name in any sales or marketing

program (including but not limited to direct mailing, brochures, or

advertisements) must first have written approval from Trinity.

10. Any ESA sold by the Dealer to an End User remains your customer

to service as long as the Dealer remains in business or in the event

that Trinity discovers fraud or misrepresentations on the part of the

Dealer.

11. In the event that Trinity discovers fraud or misrepresentation on the

part of the Dealer, Trinity shall promptly notify the Dealer of its

evidence and findings. Upon notice, Trinity may take such actions as

reasonable and necessary including, but not limited to, requiring the

dealer to immediately terminate offering the Trinity Warranty, conduct

an accounting review of the Dealer’s records, or terminate this Dealer

Agreement.

Any written modification to the information listed above shall not be effective or accepted without prior written consent of Trinity Warranty. To complete your enrollment, please include the following with your completed information:

• W-9 Form • Certificate of Insurance showing General Liability (state minimum is required) and Workers’ Compensation • Trinity Warranty must be listed as a certificate holder

Your completed form may be submitted via email to enroll@trinitywarranty.com or fax to 312-445-8726.

I have read the above conditions that apply to this form.

TRINITY WARRANTY • 150 Pierce Road • Suite 600 • Itasca, IL 60143 • [T] 877-302-5072 • [F] 312-445-8726

WARADDDLEF0316

ADDISON DEALER ORDER FORM

Sales Representative Name

Contractor Name

Contractor No.

Equipment Owner Purchase Order No.

Address Phone Number

City State Zip Code

Date Installed (Install Date is required for processing) Agreement Charge (amount paid by the consumer and only required in some states)

LIST EQUIPMENT TO BE COVERED

Equipment Type

Brand Equipment Type

Brand

Model No.

Model No.

Serial No.

Serial No.

Size

Order Code Size

Order Code

Equipment Type

Brand Equipment Type

Brand

Model No.

Model No.

Serial No.

Serial No.

Size

Order Code Size

Order Code

Equipment Type

Brand Equipment Type

Brand

Model No.

Model No.

Serial No.

Serial No.

Size

Order Code Size

Order Code

WARADDDLOF0316 Please complete this form and submit it to your Addison Sales Representative.

Trinity Warranty 150 Pierce Road, Suite 600, Itasca, IL 60143 Tel: 877-302-5072 Fax: 312-445-8726

Claim Procedure

To file a claim, please fill out the enclosed Claim Form and submit it to Trinity Warranty via email, fax or mail for reimbursement. Please include the following paperwork:

o Claim Form - Please have the ESA number and model and serial number of the failed equipment. o Original Service Ticket with Customer Signature o When Trinity Warranty is covering parts, include invoice for parts.

Please submit claims to Trinity Warranty via email, fax or mail:

Email: Claims@trinitywarranty.com

Fax: 312.445.8726

Mail to: Trinity Warranty, 150 Pierce Road, Suite 600, Itasca, IL 60143

We pay a flat rate for diagnosis and travel time to the jobsite. We pay for one technician only (listed rates have been

adjusted to account for two technicians where applicable). Additionally, we use the schedule on the next page as a guide

for our labor payout.

Please Note:

Invoices will be required to validate the cost of parts. We will reimburse out of warranty parts at your cost plus a

process allowance. In warranty parts only receive a process allowance. Once you submit your correctly

completed claim, we will process a check for you within 30 days.

See the specifics concerning exclusions listed in the terms and conditions of the ESA.

What is excluded under this Extended Service Plan (including, but not limited to):

1. All exclusions in the manufacturer’s warranty apply to the extended warranty. 2. Costs of normal maintenance (i.e. tune-ups, associated part(s), adjustments, filters, installation and start-up). 3. Any failure caused by lack of maintenance. 4. Overtime, holiday, or emergency labor. 5. Overnight freight cost for replacement part(s). 6. Belts are only covered if damaged by another failure. 7. Cabinets, latches, hinges or any non-electrical/mechanical parts. 8. Environmental conditions (flooding, storms, lightning, etc.).

Remember, this plan is not a maintenance agreement; it is for mechanical breakdowns only, therefore no adjustments or resets will be covered.

Trinity Warranty Reimbursement Guidelines

Hourly Repair

System Type / Repair

Condenser / Heat Pump/Package Unit Hours

Commercial

Accumulator / Receiver 3.5

Capacitor – run / start / split (start assist) 1.5

Condenser Coil 5.5

Contactor 1.5

Crank Case Heater 1.5

Defrost Board / Control / Timer 2.5

Defrost Relay 1.5

Defrost Sensor / Ambient Sensor 1.5

Compressor & Drier 1 – 3.5 ton 5

Compressor & Drier 4 – 5 ton 6

Compressor & Drier 6 – 10 ton 7

Compressor & Drier 11 - 15 tons* 8

Fan Blade 1.5

Leak / Restriction 3

Schrader core 1

Leak in Coil 3.5

Low or Hi Pressure Switch 3

Motor & Capacitor 2.5

Overload – external of compressor 1.5

Recovery Time (Only if Repair requires opening the Sealed System) 1

Reversing Valve 3.5

Reversing Valve Coil 1.5

Service Valve – Replacement 3.5

Time Delay Relay (when part of the original equipment) 1.5

high voltage wire repair (low voltage not covered) 1

Leak in Factory piping, Joints or Valves (1 leak per term of the agreement)

3

System Type / Repair

Furnace – Oil / Gas or Air Handler Hours

Commercial

All Fuel Control 1.5

Bearing Assembly (1 set) or shaft 2.5

Blower Motor bracket / mount / belt or direct 2.5

Burners 1 – 3 pieces 1.5

Burners 4 – 6 pieces 2.5

Cad Cell 1.5

Couplers 2.5

Door Switch 1.5

Fan & Limit Control – 4 or more wires 2.5

Fan / main control or ignition module 1.5

Fan Center (complete) 2.5

Fan, Sequencer, or other relay 1.5

Flame Sensor 1.5

Fuel Pump – oil system 1.5

Gas Valve 2.5

Heating Element Assembly 2

Igniter – hot surface or spark ignition (electrode) non-sealed combustion 1.5

Igniter – hot surface or spark ignition (electrode) sealed combustion 2.5

Inducer / Combustion Assembly 1.5

Inducer Motor and / or Wheel 2.5

Main, Auxiliary, or Spill (roll out) Limits 2 - wire 1.5

Misc. Internal Wiring 1.5

Pressure Switch 1.5

Primary and Secondary Heat Exchanger 8

Primary or Secondary Heat Exchanger 5.5

Selector Switch 1.5

Thermocouple or Thermal Fuse 1.5

Thermostat (if installed at time of System Installation) 1

Transformer 1.5

System Type / Repair Indoor Coil

Hours Commercial

Drain Pan 3.5

Expansion Valve 3.5

Leak in Coil 3.5

Leak in Factory piping, Joints or Valves (1 leak per term of the agreement) 3

Liquid Line Solenoid Valve 2.5

Metering Device / Check Valve 3

Replace Complete Coil 5

Commercial Parts Process Allowance:

$1.00 - $49.99 = $35.00

$50.00 - $149.99 = $50.00

$150.00 - $249.99 = $75.00

$250 and up = $100.00

*Proof of costs is required for parts*

Multiple and Companion Repairs

Multiple Repairs

Multiple repair codes allow for the highest cost repair to be applied first at 100%, then the second repair is at

75%, and any additional repairs on the same ticket are 50% of the applicable repair code.

Companion Repairs

Companion repairs are claims that are submitted as multiple repairs when they should be considered one (1)

repair. We refer to these as companion repairs, as they are in fact part of the same failure. The examples below

are considered for claim purposes to be one (1) repair.

Primary Companion Repair

Compressor

Capacitor Contactor

Drier King or Service Valves

Reversing Valve Hard Start Kit

Motor Replacement

Capacitor Fan Blade

Blower Wheel Contactor

Relay Bracket

Evaporator Coil TXV Drier

Drain Pan

Condenser Coil Drier

Please note:

Companion Repairs will pay 1 Labor charge and 1 part allowance but they will still pay for multiple parts on

commercial equipment.

Example: A condenser fan motor and a capacitor = 1 labor charge, 2 parts charge and 1 parts allowance for the

motor.

Please complete and submit this form, along with the company repair work order/invoice with customer signature and receipts for parts to Trinity Warranty via fax, e-mail or mail. All claims and invoices must be submitted within 60 days of the failure date to be considered for payment. Customer Name

Submission Date

Address

City

State Zip Code

Phone

Agreement No.

Dealer Name

Address

City

State Zip Code

Phone

Fax.

Dealer No.

Email Address

Complaint

Equipment Model No.

Equipment Serial No.

Service Date

Install Date

REPAIR / LABOR DESCRIPTION HOURLY RATE NUMBER OF HOURS LABOR TOTAL

PARTS DESCRIPTION QUANTITY COST PROCESS ALLOWANCE PARTS TOTAL

Parts are inclusive of OEM Warranty with a tiered process allowance for commercial equipment. With companion repairs, the primary repair is reimbursed at 100%, the secondary at 75%, and any additional repairs at 50%. Send Completed Claim to: Email Completed Claim to: Trinity Warranty Solutions claims@trinitywarranty.com 150 Pierce Road, Suite 600 Itasca, IL 60143 Tel 877-302-5072 Fax 312-445-8726

Labor Total

Process Allowance

Parts Total

Tax __________% (if applicable)

Total

ADDISON DEALER CLAIM FORM

WARADDDLCF0316

Transfer of Agreement

The agreement is transferable for only $30.00. The new equipment owner can simply fill out the enclosed form with a check

and submit it to Trinity Warranty. Service calls are not covered unless the transfer paperwork has been initiated and

processed within 60 days of the actual transfer.

Cancellation

You may cancel this Plan at any time. If this Plan is canceled before the 31st

day after the purchase date:

1. You will be refunded the full purchase price of the Plan, decreased by the amount of any claims paid under the Plan; and no cancellation fee will be imposed.

If this Plan is canceled on or after the 31st

day of the purchase date: 1. You will be refunded the prorated purchase price of the Plan based on the time remaining (calculated in months)

less a decrease by the amount of any services or claims that have been provided or paid under this Extended Service Plan. A cancellation fee will be imposed in the amount of $50.

REQUEST FOR TRANSFER FORM

Your Trinity Extended Service Agreement may be transferred to a new owner for a fee of $30. Please complete this form and submit it with your payment to Trinity Warranty within sixty (60) days of ownership change. Checks should be made payable to Trinity Warranty. You will receive a transfer acknowledgement within thirty (30) days of your request. For questions, contact our Customer Service Department at 877-302-5072.

I hereby request Trinity Extended Service Plan Number __________________________be transferred to ________________________________________________________________________. Address _________________________________________________________________ City ______________________________________ State ________ Zip ______________

Requested By __________________________ Date ____________________________

Dealer Name ___________________________ Dealer Number ____________________

TRINITY OFFICE USE ONLY

Authorized By __________________________ Effective Date of Plan _______________

Effective Date of Transfer _________________ Date Received Transfer Fee __________

WARGENDLTF1015

150 Pierce Road, Suite 600

Itasca, IL 60143

Tel 877-302-5072

Fax 312-445-8726

CREDIT/CANCELLATION FORM

You may cancel this Plan at any time. If this Plan is canceled before the 31st

day after the purchase date:

1. You will be refunded the full purchase price of the Plan, decreased by the amount of any claims paid under the

Plan; and no cancellation fee will be imposed. If this Plan is canceled on or after the 31st

day of the purchase date: 2. You will be refunded the prorated purchase price of the Plan based on the time remaining (calculated in months)

less a decrease by the amount of any services or claims that have been provided or paid under this Extended Service Plan. A cancellation fee will be imposed in the amount of $50.

Please see the cancellation provisions in your extended service agreement for more information. For questions, contact our Customer Service Department at 877-302-5072.

Agreement Number(s) ___________________________________________________________ ___________________________________________________________ Reason for Cancellation (please check one):

☐ Duplicate

☐ Incorrect Plan(s) Ordered

☐ Price Adjustment Part Number _______________ Correct Price ______________

☐ Other/Notes___________________________________________________________

________________________________________________________________________

Customer Name ___________________________________________________________

Dealer Name ___________________________ Dealer Number ____________________

TRINITY OFFICE USE ONLY

Requested By __________________________ Date ____________________________

Original Invoice Number __________________ Date ____________________________

150 Pierce Road, Suite 600

Itasca, IL 60143

Tel 877-302-5072

Fax 312-445-8726

WARGENDLCC1015