enrollment

and training
guide
Table of Contents
Smart Energy Solutions: Independence + Vivint
Vivint Products
Basics of Enrolling
M
 ake Sure Theyre Qualified: Key Things to Consider
E
 nrolling by Phone

Vivint Sales Basics

D
 emo Your Home Automation System

Pitching Vivint
H
 ome Security
E
 nergy Management
H
 ome Automation
T
 alking to Potential Customers
V
 ivint Pros

What Makes a Vivint System Better than the Rest?

Full-service/Year-round Techs
Uninterrupted Monitoring
Who Do I Contact for Questions?

Appendix
V
 ivint Products Overview
V
 ivint Competitor Comparison
V
 ivint Service Coverage Map
Basics of Enrolling Online
Post Enrollment Call
2
Smart Energy Solutions:
Independence + Vivint 3
Smart Energy Solutions:
Independence + Vivint
Independence Energy Alliances mission is to empower people to make
choices that change lives through Smart Energy Solutions. Vivint provides
Smart Energy Solutionscutting-edge choicesthat empower you and
give you peace of mind, so that you can focus on what matters most to
you. We want you to live your life brilliantly; our suite of Vivint products
helps you do just that. They give customers the chance to be safe, save
money, and take control. Its simple, affordable home automation you
can direct from the palm of your hand.

What makes it different from a standard home security system?

Put simply, Vivint has created a new category of system. Its not just home
securityits fully integrated and automated energy management with
smart thermostat, round-the-clock video surveillance, auto door locks,
window sensors, touch screen control panel, and much more. The best
part may be that you have full control over all of these features from
your smartphone, key fob, or any web-connected device.

4
Vivint Products 5
Vivint Products
1. Protect families. For more than 13 years, Vivints goal has been
to protect families through innovative products and services. And with
remote access, you can feel confident knowing your family is safe no
matter where you are.
2. Increase energy efficiency. From Vivints Smart Thermostat to
lighting and small appliance controls, their products save you money
by reducing the amount of energy you use in your home, whether
you are at home or away.
3. Simplify lives. Through a combination of Smart Energy Solutions
and award-winning customer service, Vivint helps you build a simple,
affordable home automation system where every piece of technology
works together intelligently.

See the following page for an overview of the three basic Vivint system
packages. See Pitching Vivint (p. 14), for specific features of each
package, and Appendix A: Vivint Products Overview, for a side-by-side
comparison of package components.

6
 Vivint Products

Home Security Energy Management Home Automation

$49.99/mo $57.99/mo $68.99/mo

+ ++ + +++ ++
SECURITY
SECURITY
SECURITY SECURITY
SECURITY
SECURITY
ENERGYENERGY
ENERGY SECURITY
SECURITY
SECURITY
ENERGYENERGY
ENERGY
AUTOMATION
AUTOMATION
AUTOMATION

Protect your home
and family
Control your system from your
smartphone, computer, or iPad
Protect your entry points with
sensors and motion detectors
Avoid wall fires and carbon
monoxide with wireless detectors
Conserve energy and
save money
Lower your utility bills by
controlling your lights, thermostat,
and small appliances
Save the planet by reducing your
energy consumption
Protect your family with all the
benefits of Home Security
Control your home from
anywhere
Always know whats happening
at home with video surveillance
Receive non-emergency alerts
via email or text message
Enjoy all the benefits of Home
Security and Energy Management

INSTALLATION COST: $99 INSTALLATION COST: $149 INSTALLATION COST: $199

7
Basics of Enrolling 8
Basics of Enrolling
Independence Energy will be coming out with an online enrollment
application for your customers soon. As of now, you can enroll yourself
service
online in your Power Source, and any potential customers you refer must areas
see
appendix for
more detailed
enroll themselves by calling 855-819-8158. All your Vivint activity and map

points are visible on your personal dashboard in Power Source. See the
Choices Change Lives Compensation Plan in the Tool Kit of your Power n Energy and Energy Management Service Areas
Source for more details on how to earn Customer Points by enrolling n Energy Management Service Areas

Vivint customers. n Upcoming Energy and Existing

Energy Management Service Areas

n Other NRG Licenses and

Energy Management Service Areas

n No Service

Associate Enroll by Post-Enrollment Installation/

Demo/Sales Pitch Phone or Web Call Commissions

The best way to get customers enrolled with Vivint is to enroll yourself
first! Youre much better off talking the talk when you can walk the walk.
Its also how you get the most Customer Points. To find out how to
enroll yourself online, see the separate fact sheet.

9
Basics of Enrolling

Make Sure Theyre Qualified: Key Things to Consider

The potential customer must:
Have a FICO credit score of 600 or higher to qualify
Own his or her own home
Have coverage from one of the four major cell phone service providers
(for proper smartphone integration with home automation system): AT&T,
Sprint, T-Mobile, and Verizon
They must be a residential customer (If they own a business and want
a system in their place of business, they may purchase one to have installed
therebut only if they already have one in their home)

Enrolling by Phone
When you enroll a Vivint customer and they call another number advertised outside
Independence materials, this will not be tied to your Independence Associate account.
It will guarantee you wont get any Independence Customer Points applied to your account.
Make sure to also let your customers know to reference the fact that they enrolled through
you and that youre an Independence Energy Alliance Associate, so that Vivint marks the
sale in your account.

Remember, the basic rule for enrolling with Vivint by phone is that
you must call the Vivint number for Independence Energy Alliance:

855-819-8158

10
Vivint Sales Basics 11
Vivint Sales Basics
Demo Your Home Automation System
The best way to sell a Vivint system is to invite someone into your home
and show off your own. The most convincing presentation experience
they can have is for you, someone they already know and trust,
to demonstrate the capabilities on your own system.

Walk a potential customer through the highlights of your touchscreen Go!Control panel,
then wield your smartphone to operate your home automation system for the real wow
factor. There are not many products on the market that could put on such an impressive
show, so take advantage of that! Besides, if youve invested in the works yourself, your
potential customer knows you truly believe in the value of these productsyoure not
just trying to make a sale.

12
Pitching Vivint 13
Pitching Vivint
Helping friends, family, and neighbors understand the value of Vivint
products is very different than talking to them about our energy plans. setting
The good news is, the themes that come up should already be very the
familiar to you if you own your own home: convenience, safety, tone
and affordability.

I understand how you feel, a lot of other people Ive talked to have
felt the same way. Here at Independence, what weve found is

Well start with some cool features you can talk about that will create
interest. These are the industry-leading technologies Vivint has to offer
that set their systems apart. Then well get into how to talk about each
of the features, common concerns or ideas people may have that could
keep them from being interested in these products, and tips on how
to address those concerns.

14
Pitching Vivint

Home Security
Go!Control Panel
The Go!Control panel features a large, user-friendly LCD touchscreen interface that puts your
systems entire range of home automation capabilities at your fingertips. Every component
we sell is integrated wirelessly with this panel.
Arm and disarm your alarm online or with your mobile phone
Receive system status via e-mail and text notifications
Cellular Monitoring: Doesnt require you to have a landline, as it leverages a cellular
connection. Since no home phone line is needed, the system is tamper-proof
thieves cant cut lines to disconnect monitoring.
2-Way Voice: Have you heard of On-Star? 2-Way voice is basically On-Star for your home.
Crucial time is wasted trying to get you on the phone to verify the emergency but with
2-Way voice, Vivints monitoring station comes through your panel within 7.2 seconds to
verify that theres an emergencythe fastest response time in the industry.

Motion Detector
Based on the latest in infrared technology, the Vivint motion detector is a wall-mounted unit
with a 90 lookdown. An intruder cant simply walk directly beneath these detectorsunder
a window for exampleto enter your home unnoticed. It also includes pet immunity from
3355 pounds, which reduces the risk of false alarms.

Glass Break Detector

The Vivint glass break detector provides maximum detection coverage with a 360 horizontal
sensing angle. It uses dual-shatter recognition technology to monitor for the two stages of
breaking glass: it listens first for the initial blow and then for the sound of breaking glass. This
dual-stage monitoring drastically reduces the number of false alarms.

15
Pitching Vivint

Home Security Emergency Safety Warnings

Free In-Home Tornado Warnings
Vivint now offers free tornado alerts in the states highlighted on the map to the right. Be ND

aware of dangerous weather patterns in your areaday or nightand get a constant alert WY
SD
MN

sent directly to your home through your Go!Control panel. NE

IA
IL IN MD
KS MO VA
KY
NC
TN
OK
AR SC

Smoke Alarm TX
MS AL GA

The Vivint smoke alarm detects drastic increases in heat, as well as smoke. So even if your
home experiences a wall fire, the alarm will trigger. Once the alarm has been tripped, it will
alert the central monitoring station who will contact the correct personnel in as few as 7
seconds. It also features a built-in 85 decibel sirenwhich is close to the legal limit for sound
restrictions.

Carbon Monoxide Alarm

Carbon monoxide is an odorless, tasteless gas that can leak from a number of common
household appliances. The Vivint carbon monoxide alarm is built on an electrochemical
detector that can detect increased levels of carbon monoxide early.

16
Pitching Vivint

Energy Management
Smart Thermostat
The Vivint Smart Thermostat brings together everything you need to create an energy
intelligent home. So you can raise and lower the temperaturewhether youre at home
or away. You can also program it seven days in advance, which saves you money! Vivint
energy management customers save an average of $44/month. You can connect with your
energy management system online, using an app from your smartphone, or directly via the
thermostat console.

12 Free Energy-Efficient Light Bulbs

As an added bonus, our Energy Management and Home Automation packages include 12
fluorescent light bulbs. These bulbs last 10 times longer and use 75 percent less energy than
a standard, incandescent bulb.

Lighting and Small Appliance Control

With Vivint lighting and small appliance controls, you can remotely control a range of
common household devices using your smartphone, iPad, or an internet browsereverything
from curling irons to Christmas lights! You can turn lights on when you are away so it seems
like you are home.

17
Pitching Vivint

Home Automation
Pan and Tilt Video Camera
The camera is something that really sets Vivint apart from the competitionit records 40
second clips when it detects motion and saves those to a secure website. With Vivint video
surveillance, you can access your video clips from your compatible smartphone or web-
connected mobile device. And, since the videos are stored remotely on Vivints servers, you
can watch real-time video of your home from one or more of your cameras.

Automatic Door Locks

These keyless-entry electronic locks can communicate wirelessly with your Go!Control
panel, allowing you to check whether or not your doors are secured and automatically arm
and disarm your security system. And they also feature true remote locking and unlocking
features, courtesy of a motorized deadbolt. This means you can monitor and manage your
locks using a smart phone, an Internet browser and your Go!Control panel. You can customize
entry codes, too. You, your kids, spouse or whomever can have their own code, and you have
a record of when they entered the house. When you lock your door on the way out, it will arm
your security system. When you come home and unlock your door it will disarm your system,
making your life simpler because you will not have to run into the house to input the security
code before the alarm sounds.

This is just to name a few cool features and components. Vivint will also
customize any of the systems they offer to meet the customers specific
needsthis is a huge plus.

18
Pitching Vivint

Talking to Potential Customers

Weve already discussed the fact that using your own Home Automation System to demo
the benefits is the best sales strategy. Youll want to supplement that with a strong working
problem
knowledge of all the concerns and objections your potential customers may have, and how solving
the range of Vivint products and add-ons can alleviate those doubts. If you arent in a position
to show off your system in your pitch, doing your homework becomes even more necessary.
Hopefully this section will help.
Vivint Solutions to
Discussion Tips Point Out to Customers
Make sure you find out early on if theyre married by asking, Who else would benefit
from home automation/energy management/home security here? Knowing is half the Im sure youre aware of some of the
battle. Once thats established, involve the spouse in the decision. What would your problems facing home automation today,
partner see as the biggest benefit of this system for your family? Would your partner for instance:
have additional questions about how that works? Etc. Its even appropriate after youve a. T
 he fact that you must have an active
established trust to ask for the spouses name so that you can make it more personal. telephone line in your home.
If the person youre speaking with has a dog and they feel that dog is a good enough b. T
 he monitoring stations expecting
security system, you may want to make an appeal on behalf of the dog. Dogs are like you to answer the phone.
family. At Independence, we dont think family should be the first line of defense. With this c. The inconvenience of having to
system, your property, as well as your pets, are safe. Let me tell you right off the bat; Im physically be home to arm and disarm
not here to replace your dog, I am here to help that dog in the right situation. the system.

19
Pitching Vivint

Objections
I already have a system
The best way to prevent this from coming up as a reason not to listen is to help them realize
that Vivint serves many people who already have systems. A lot of people already have
security systems, but if theyve had it for more than 3 years we are able to offer new advances
that make a lot of sense. Does your system offer energy management? With Vivints Energy
Management package, you can save an average of $44 a month on your energy bills without
even trying. If you get the full Home Automation system, you get industry-leading Energy
Management and Home Security, as well as the total convenience of a fully integrated,
automated home that you control from the palm of your handwhether youre home or away.
Also, The alarm company can only be as good as the equipment in the home.

Cant afford it
Dont try to overcome the financial objection by being their financial advisor. Most likely
they just need to see more value in order to justify spending the money. Remind them of
all of the pros of having a system with Vivint (see list of Pros).
With energy management, they will save an average of $44 in their monthly energy bills.
They could receive a discount from their insurance company for having a Vivint system.
It also adds value to their home
Comes with a lifetime warranty
The price is not going to increase. Its a solid investment that basically pays for itself.

Bring more emotion into the conversation by sharing a personal experience or an applicable
experience of another customer. They might just need to see that you believe in the product
so much that you are willing to be patient and persistent with them. Help them see how Vivint
is going to benefit their family specifically. Help them see why they are going to love their
new Vivint system.

20
Pitching Vivint

We live in a safe neighborhood/dont need one

Again, the best way to deal with this objection is to include in your conversation how most
people who get security systems live in a safe neighborhood. Were seeing a lot more
people getting security systems, not necessarily because they live in a rough neighborhood,
but simply because they want to be proactive and have more peace of mind. We hope that
our customers never have to use their security systems, but most of them realize that with the
way the world is changing they would much rather have security and never need it, than to
need it and not have it.

Not interested
Home Automation: It sounds like youre not looking for a fully automated home with energy
management and home security right now, am I right? Would the Energy Management
package, which is priced a little lower, saves you an average of $44 a month in energy costs,
and still includes the home security benefits, be of any interest to you?
Energy Management: I seeit sounds like youve already got your energy usage under
control (or maybe they are not concerned about it). Thats great! Would the Home Security
package, which is Vivints lowest-priced option and includes state-of-the-art home protection
benefits, be of any interest to you?
Home Security: Thats great to hearsounds like youve never had a problem in the past,
is that right? (Either they will say they have had a problem or no, if they have had a problem,
dig deeper, but usually they havent had a problem). Thats fantastic! In terms of your home
security, I just want to help you be proactive instead of reactive.

There will be people who flat out just arent interested, but for anyone who will stop and think
about this, its a great tactic to disarm them and ease the situation. Sometimes they have had
a problem in the past, and for those cases, THIS is their hot button. More times than not,
the customer just hasnt thought about it.

21
Vivint Pros
Energy savings Lifetime warranty
Adds value to your home Can prevent emergency situations
You own the equipment, in addition to helping deal with
which is valued at $1500 them; burglary, fire and medical
Its wireless Weather alerts, including
tornado warnings
2 way voice-over cellular
Remote access
Insurance discount
Price not going to increase
Free move certificate
No hidden fees or catch
Peace of mind
Protection for family

Payment
Vivint makes this really easythey set customers up with automatic withdrawal. They can
also set it up on a day of the month that you prefer. The system defaults to the day nearest
the install date.

22
What Makes a Vivint System
Better than the Rest? 23
What Makes a Vivint System
Better than the Rest?
Full-service/Year-round Techs
Vivint is a full service company, and they have full-time technicians to service customers
everywhere they sell. They do not outsource monitoring, customer service OR service competitor
technicians! comparisons
see appendix
Uninterrupted Monitoring
Fastest published response time, averaging 7 seconds
Available 24 hours a day, 365 days a year including holidays. Vivint trained professionals
will always be available to safeguard your home and family. Believe it or not,
many companies in the industry do not offer this.
2 redundant monitoring stations, so customer security will be continuous
and not affected by natural disasters or power outages.

Who Do I Contact for Questions?

For Independence Energy Alliance-specific questions, call the Alliance Success Team
(MondayFriday from 9am5pm ET):
1-877-238-7231

For Vivint Installation and Service Concerns or Questions:

1-855-484-8468

24
Appendix 25
Appendix A:
Vivint Products Overview

+ + + + + ++ +
SECURITY SECURITYSECURITY SECURITY SECURITY
ENERGY
SECURITY
ENERGY ENERGY SECURITY SECURITY
ENERGY
SECURITY
AUTOMATION
ENERGY ENERGY
AUTOMATION
AUTO

Products and features Home Security Package Energy Management Package Home Automation Package

Go!Control touchscreen panel

Remote internet/smart phone access * * *
Window sensors * * *
Door sensors * * *
Key fob * * *
Glass break detector * * *
Motion detector * * *
Smoke alarm * * *
Carbon monoxide alarm * * *
Smart thermostat
Energy-efficient bulbs
Lighting controls
Small appliance controls
Video surveillance
Automatic door locks
Non-emergency alerts
Medical pendant

Equipment & Installation at no cost

*For qualified customers
26
Appendix B:
Vivint Competitor Comparison

TM
s
em
st
Sy
y
rit
cu
Se
d
re
ito
on
M
Cellular +$20 backup backup backup
Wireless
LCD Touch Screen Panel pulse
Customizable Package
2-Way Voice pulse
Intelligent Climate Control pulse
Remote Access pulse
Alarm Notifications
Non-Alarm Notifications
Auto Updates
Weather Alerts
Medical Monitoring
Fire Monitoring
Flood Monitoring
Video Surveillance DVR DVR +$199
Security Sensors
Lighting & Small Appliance Controls
Automatic Door Locks
24/7 Monitoring
In-House Monitoring
Response Time 7.2 sec 30 sec unknown unknown unknown 30 sec varies 60 sec 60 sec 45 sec
Free Move Certification
Free Lifetime Warranty
Contract Length 42 mos 3660 mos 36 mos 24 mos 36 mos 0 36 mos 4258 mos 36 mos 36 mos
Installation Fee $99198 $99550 $099 $289439 $99400 $300 $295 $35200 $378 $0
Cost Per Month $5069 $2970 $25 $20 $3550 $30 $4958 $4050 $2542 $2943

27
Appendix C:
Vivint Service Coverage Map

28
Appendix C:
Vivint Service Coverage Map

(Alaska) (Canada)

29
Appendix C:
Vivint Service Coverage Map

(Canada)

30
Appendix D:
Basics of Enrolling Online
Enrolling customers with Vivint online is quick and simple. There are
12 steps to enroll online through your Power Source:
1. After logging in, go to the Smart Energy Solutions page and click
Enroll with Vivint.
1. Scroll
2. Click
3. Click
2. The enrollment form will appear. Power Source will have pre-
populated your name and Associate ID# in the sales rep info box.
Fill in your primary contact information, and secondary contact
information if applicable. Then you must click to verify your
address and check your credit.*
3. Package: Select the Vivint package youd like to purchase.
Begin with the basic system, and add any additional
features you would like from the list below it. The total cost
will changed based on the system and additional features
you select.
4. Schedule your installation date.
5. Enter a verbal passcode. The passcode that you set is
used to complete the enrollment with the call center. They
set the passcode for alerts when completing the enrollment
process with the Vivint rep.
6. Emergency contacts: you may provide information for up to
four emergency contacts.
7. Billing information: You may elect to be billed directly from
a bank account or from a credit/debit card. You may also
select which day of the month you want your automatic
withdrawal to take place.
8. Installation ticket: enter any additional notes you may have
for the installation technician, such as buzzer brokencall
cell, or previous security system already installed.
9. Do a final review of your enrollment form, and submit!
* If you are not enrolling yourself, you must get permission from the
customer to access their credit bureau.
31
Appendix E:
Post Enrollment Call
When you call to enroll yourself with Vivint, the representative may ask or tell you:
Are you the home owner?
Whats your contact info?
Whats your date of birth?
Is the premise address the same as your mailing address?
Are you aware that this agreement has an initial term of (contract term) months and that
throughout this period your monitoring rate will not increase? There will also be (sales tax
amount) of state and/or local sales tax added to your monthly payment. This monthly fee
will be billed on the (date) of each month charged to your credit card. Is that ok?
Do you also understand that there is a one-time activation fee of $99/$198 that will be
billed to you in three equal installments with your first three payments? (this can also be
billed all at once if you prefer)
Please confirm for us the date and time-block you would like a qualified Vivint technician
to arrive and install your new home security system.
Will there be any construction or major remodeling projects at the home during
the time of install?
If yes: Will any of these projects interfere with the installation of the Vivint panel?
(e.g., the location for the panel must have permanent electricity, and be sheet-rocked.)
Is there an existing security system in the home?
If yes: Is the security system currently being monitored?
If yes: Are you aware that Vivint is not affiliated with your current monitoring
company and that you may be responsible for both agreements?

32