Online Intake Tool Site Updates
The Trade Ally Portal is now accessible from the home page of the Online Intake Tool (OIT). No additional login information is necessary, just click the green button labeled Trade Ally Portal. This is where you will find news and announcements, training resources, and marketing materials – including the Evergy logos (usage approval required). If you are relatively new to the program or have missed our latest newsletters, the Portal is a great resource to quickly get up to speed.
The following two forms have been added to the Documents page in the OIT:
1. The latest Terms and Conditions form has numerous changes to the legal language of the document. Please start using this document immediately. If you have never read the document, please take a few minutes to do so. It has important information all trade allies need to know.
2. A Field Checklist which we recommend be used by installers or sales teams to gather all the information from the customer’s home needed for the rebate application. The checklist is especially useful for trade allies that hand off the application submission to a different department, such as accounting.
Updated Rebate Chart
The Heating, Cooling and Home Comfort program rebate chart was recently updated. Please use this version of the rebate chart to reference current incentives.
Download the newest rebate chart
Customer Email Addresses
Please be sure to ask your customers if they would provide their email address in the space provided at the bottom of the Terms and Conditions. You can then enter it into the Project Information page of the Online Intake Tool. This will allow customers to receive updates regarding their rebate, and it allows us to send them a survey link for program tracking and prudence, so we can continue to offer these great rebates. If you do not have a customer email address when filling out the Project Information page, please leave the field blank.

Mini-Split Rebates
Did you know mini-splits can be rebated as an air source heat pump? If 50 percent or more of the living space is conditioned with the mini-split, the customer can receive the incentive for air source heat pumps at the equivalent SEER. If you have any questions contact your Outreach Specialist.
Top 20 TAs
Total Equipment Applications (A/C & HP) 1/1/2020 to 7/31/2020