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CE Florida Co-Op Process


Effective February 16, 2020, CE Florida implemented a new Co-Op policy. Please submit all CE Florida Co-Op Pre-Approvals on creative and Claims through your online account at: fl.carrierenterprise.com


Submission Information:


  • To submit a claim, please log into your online account. From your dashboard, select 'Manage Co-Op Claims' then 'Add New Claim' and make your selections/input your claim information. Once complete, select 'Save Claim'.

  • Once saved, the Pre-Approval and/or Claim will remain in 'Pending' status until it is reviewed. The status will change once the Pre-Approval and/or Claim has been approved or rejected. If a claim is rejected you can click 'Edit Claim' and review CE's comments and make the necessary adjustments. If a claim is approved, there will be no further action required.

  • For a detailed, downloadable guide with screenshots included, please click the button below.

DOWNLOAD GUIDE


Administrative & Tracking:


  • Please allow 2 Business Days on Pre-Approval of Creative.
  • -In the event of an urgent pre-approval on creative for a time-sensitive campaign, please communicate to the local contact below for an expedited review.


  • When Creative/Campaign is approved, a tracking number will be recorded and provided to the customer for tracking and auditing purposes.

  • If Creative/Campaign is not approved, details will be provided for the reason for rejection to allow the opportunity to correct and resubmit.

  • When in doubt, please escalate to Jennifer Corino for review/approval.
  • -If Factory approval is needed above this level of visibility, it may be an increased turnaround time for approval.


Local Contacts Include:


Central & North Markets:
  • Lauren Harrod
  • [email protected]
  • Office: 407.532.7069
  • South Market:
  • Carlene Reydel-Finkelstein
  • [email protected]
  • Office: 954.247.2011
  • West Market:
  • Donna Pennachiette
  • [email protected]
  • Office: 813.242.7762


  • All Markets – Back-Up/Vacation Support:
  • Jennifer Corino
  • [email protected]
  • Office: 407.532.7086
  • All Markets – Back-Up/Vacation Support:
  • Lindsay Danesi
  • [email protected]
  • Office: 407.532.7139
  • .

    CE Florida 2020 Co-Op Guidelines


    This agreement is to outline the 2020 CE Florida Co-Op Guidelines. Co-op is granted to qualifying dealers that participate in the 2020 Comfort, Infinity, or Evolution Marketing Programs. Co-op will be calculated on a monthly basis, tracking on business statement of the dealer signed below. The following guidelines will be in place for the entirety of the 2020 calendar year:


    1. Creative must adhere to the 2020 Carrier/Bryant Co-Op Guidelines, as outlined on HVAC Partners in the 2020 Ad Kit.
    2. Pre-approval of creative is always recommended to ensure all advertising adheres to guidelines. If claim is submitted with unapproved creative, it may be denied.
    3. Co-Op can be utilized in the following manners (dealer/distributor):
      1. - Co-Op-Approved Advertising – 50/50
      2. - CE Florida Sales Training Courses – 50/50*
      3. - Watsco Ventures Success Tools – 50/50**

    4. Co-op claims must be submitted within 60 days of invoice date, or otherwise will be denied.
    5. Please Note: All 2020 Co-Op Claims must be submitted by February 15, 2021.
    6. Co-op accruals not used on a regular basis are subject to removal from use by CE Florida***. If no accruals are used by October 2020, they will be removed from the dealer’s business statement.
    7. Co-op is earned on the purchase of an eligible complete system. A qualifying system includes a condenser, air handler, heater, and thermostat.

    * Please see your CE Account Manager for select Bryant Academy training classes eligible to Co-Op at 100%.

    ** Qualifying OnCall Air and HouseCall Pro fees are eligible to co-op at 50%.

    *** CE Florida reserves the right to remove co-op funds if the dealer exhibits unethical business practices and no longer remains loyal to the Carrier/Bryant brands. Refrigerant, Copper, Flex Duct, Duct Board, Water Heaters, the BA/BH, CA/CH, Commercial and Payne Equipment are excluded from earning co-op. Co-Op accruals cannot be utilized to offset Marketing Program Costs.