Dealer Resource Center | Palmetto Comfort Plan Tools & Support

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Dealer Resource Center

Everything you need to sell, install, and support the Palmetto Comfort Plan.

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Consumer One-Pager

Downloadable PDF explaining Comfort Plan for homeowners.

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Homeowner Overview Video

Short explainer you can send directly to customers.

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Dealer Overview Video

How Comfort Plan works for your business.

Watch

Social Reel

A social reel introducing the Palmetto Comfort Plan.

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Logo & Brand Assets

Approved Comfort Plan logos and brand materials for co-marketing.

End-to-end dealer portal

Manage every project from approval through installation in one streamlined digital dashboard. Track progress in real time, send and sign digital contracts, receive fast approvals, and monitor payments, all in one place.

Comprehensive knowledge base & support

Get access to dedicated dealer support and a robust, easy-to-navigate knowledge base. Our team is available seven days a week to help you keep projects moving and customers supported.

Modernized customer experience

Customers can track projects, manage service, and stay engaged through a digital experience designed for long-term retention.

What you'll need to get started

Today’s market requires higher close rates and long-term revenue, not one-time installs.

Licensure

Required state licenses
EPA Section 608 Certification (Type II or Universal preferred)

Insurance

General Liability
Workers Comp
Commercial Auto

Funding

Bank Account Verification Letter
W9

Turn installs into long-term customer relationships

Have questions about how the Comfort Plan works?

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Not all maintenance is included. Payment contingent on Palmetto’s installation approval. Terms, conditions, and exclusions apply, see master service agreement and lease contract for further details.